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Overview

The Yellowfin User Timeline consists of two different layouts designed to allow users to track events that occur in the system, and collaborate with other users, or to manage the tasks they are associated with

LayoutDescription
Timeline FeedThis view allows the user to explore events that have occurred in the system related to them or their connections. This can consist of content creation, content views, comments, tasks, etc.
Task ManagementThis view allows the user to manage all tasks they are associated with, either because the tasks are allocated to them, or they were the creator of the task.

 

Depending on the navigation style the administrator has chosen to use for the system, there may be one of two ways for users to access their timeline and related settings. They will either do so through the left side navigation, or the main toolbar, either way clicking on their name to open the options.

See Navigation for more information

 

 

Timeline Feed

User Profile

The User Profile panel is displayed on the left of all the Timeline feed.

User ProfileSectionDescription
<put picture of left panel here>Profile Image

The user can upload an image of themselves to display here, to make identification easier.

Full NameThis is the full name of the user, as defined in their settings.
Job TitleThe user can specify their job title in their settings.
User DescriptionThis area can be populated with a small blurb about the user. Defined in their settings, this is an optional field.
FollowingThis displays the number of users someone is connected to and following in their timeline. This is not the number of users following this individual.
StreamsThis displays the number of discussions the user is involved in or following.
FavouritesThis the number of items specified as a favourite.

 

Options

<put picture of menu bar here>

OptionDescription
SearchThis search allows the user to narrow down the events they see in their feed, in order to locate specific posts or pieces of content.
Post Type

This option allows the users to specify which type of posts they see in their feed, from;

    • Tasks
    • Discussion Streams
    • Proposals
    • Decisions

Priority

This option allows the user to specify the items they see based on the priority assigned to them:

    • All
    • Low
    • Medium
    • High
Status

This option allows the user to specify the items they see based on their current status:

    • All
    • Assigned
    • In Progress / Discussion Stream
    • Review / Proposal
    • Complete
    • Rejected
Favourite FlagThis option allows the user to restrict the items they are seeing just to ones they have marked as favourite or "flagged".
ResetThis option allows the user to clear all the above items, resetting their timeline feed to show everything.
LayoutThis option allows the user to specify which layout they look at on the page. They will be on the Timeline layout to see their event feed.
ConnectionsThis option opens the Connections panel on the right of the screen, allowing the user to explore people they are connected to in the system and to establish new connections.

 

Events

 

 

Task Management

Task Controls

<put picture of left panel here>

  
Due

This allows the user to view tasks by their due date, within one of the following ranges:

    • Today
    • Next 7 days
    • Next 30 days
    • All time
New

This allows the user to view tasks by their creation date, within one of the following ranges:

    • Today
    • Last 7 days
    • Last 30 days
    • All time
Updated

This allows the user to view tasks by their last update date, within one of the following ranges:

    • Today
    • Last 7 days
    • Last 30 days
    • All time
Assigned

This allows users to view tasks based on their association with them:

    • Assigned to me
    • My Requests

 

Options

<put picture of menu bar here>

OptionDescription
SearchThis search allows the user to narrow down the events they see in their feed, in order to locate specific posts or pieces of content.
Sort

This option allows the users to specify which column the task list is sorted by:

    • Due
    • Type
    • Status
    • Priority
    • Assigned To
    • Requestor
    • Stream

Priority

This option allows the user to specify the tasks they see based on the priority assigned to them:

    • All
    • Low
    • Medium
    • High
Status

This option allows the user to specify the tasks they see based on their current status:

    • All
    • Assigned
    • In Progress / Discussion Stream
    • Review / Proposal
    • Complete
    • Rejected
Favourite FlagThis option allows the user to restrict the items they are seeing just to ones they have marked as favourite or "flagged".
ResetThis option allows the user to clear all the above items, resetting their timeline feed to show everything.
LayoutThis option allows the user to specify which layout they look at on the page. They will be on the Timeline layout to see their event feed.
ConnectionsThis option opens the Connections panel on the right of the screen, allowing the user to explore people they are connected to in the system and to establish new connections.
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