Lotus Training : Lotus Quickr 8.1 User Essentials

Lotus Quickr 8.1 User Essentials

Lotus Training Overview

During this course you will learn how to use Lotus Quickr to share all types of content with your colleagues down the hall or around the globe in blogs, wikis, discussions, file libraries, and shared calendars and tasks.

You will learn how to quickly create new Places and add content using a variety of Page styles. You will also learn how to install and use the Lotus Quickr Connectors so you can share files directly from Windows Explorer, Microsoft Office and Outlook, and Lotus Symphony, Notes, and Sametime.

Lotus Training Learning Objectives

In this course, you will learn how to:

Log in to the Quickr Server and navigate to various types of Places, including a blog, wiki, and a Standard Place for Teams.

Describe the Home Page features in a Standard Place for Teams Place.

Use the Table of Contents and breadcrumbs to navigate between Folders.

See what’s new in a Place in the last day or week.

Use the QuickBrowse navigator to quickly page through new content or the results of a search.

Use the More Actions button, item control, and name control to operate on items in the current window.

Describe Quickr security mechanisms including the permissions given by the five Roles users can be assigned to.

Use the New Page or Folder button to create any type of Page.

Describe the purpose of a working draft as it relates to the check in/check out document control mechanism.

Use the Check In with Options button to control how and where a Page is saved.

Participate in a threaded discussion using Post and Response Page types, and control how items are displayed in the Folder.

Create new Folders and move Pages to them using the Folder Navigator and the Move command.

Use the shared Calendar and Tasks Folder to coordinate activities with other Place members.

Create and secure a New Place and invite users to become members, create a new Folder from one of the Folder types, and create and secure a new Room in your Place.

Describe the various ways you can customize a Place to better meet the needs of its members to share content.

See how Sametime presence awareness and chat work within Quickr and how to start or schedule Sametime Online Meetings.

Describe how email is integrated with Quickr to accomplish a variety of goals including Place invitation, new content newsletters, calendar invitations, and task assignments.

Install and configure the Lotus Quickr Connectors and share files from popular desktop applications.

Learn how to send links to files stored in Quickr rather than sending large attachments in emails.

Lotus Training Audience

This course assumes basic personal computer and software skills, and is designed for individuals who can:

start and stop software applications in Microsoft Windows
perform basic Windows operations, such as to manage windows, cut and paste, drag/drop, etc.
use Microsoft Windows Explorer to find and organize files
use the Internet Explorer browser to open and navigate Web sites
use any type of email client
create, format, and print documents using Microsoft Office or Lotus Symphony.

Lotus Training Course duration

This course is sold as a 1/2 day course.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

Lotus Training Course outline

Topic 1: Get Started

How you use Quickr to share content

Places area

Files area

Topic 2: Standard Places for Teams

Exercise: Open the New Product Launch Place

New Product Launch Place features

Place Security

Exercise: Determine your Role

Default Roles

Check In/Check Out document control

Exercise: Create a new Post in the Discussion Folder

Check In with Options button

Respond to a Post

Topic 3: Discussion Folder Features

Table of all entries/Details toggle

Sort by column title

Show items

Hide all responses/Show all responses toggle

Download file(s) from item

Select multiple items

Item control

Name link and name control

More Actions button

Show Folder/Hide Folder Navigator

Topic 4: New Page or Folder Button

Post

Page

Upload

Imported Page

Multiple Imported Pages

Microsoft Word, Excel, PowerPoint Pages

Event

Online Meeting

Task

Link Page

Topic 5: Create New Place

Who can create a new Place

Exercise: Create new Place

Secure and customize your Place

Members list

Exercise: Add a member to your Place

New Page or Folder button for Managers and Owners

Folder types

Create new Folder

Discussion Folder type

Change Folder Options

Exercise: Create new Discussion Folder

Simple List Folder type

Headline Folder type

Slide Show Folder type

Ordered List Folder type

Delete Folder

New Inner Room

Exercise: Create new Inner Room

Groups in Places

Delete Inner Room

Customize your place

Topic 6: Notifications and Email

Newsletters

Exercise: Configure Daily Newsletter

Calendar subscription

Task assignment and completion

Send email to a Place

Topic 7: Lotus Quickr Connectors and the Files Area

User: Download and install Quickr Connectors

Add a Place

Windows Explorer connector

Microsoft Office connector

Microsoft Outlook connector

Lotus Notes 8 connector

Lotus Sametime connector

Lotus Symphony connector

The Files area

Quickr File Monitor menu commands

Quickr Entry