Updates from Carlos del Pozo Toggle Comment Threads | Keyboard Shortcuts

  • Carlos del Pozo 9:38 am on April 26, 2012 Permalink | Reply
    Tags: , , tasks   

    Zyncro Features: Tasks Section 

    Estimated reading time: 4 minutes

    What is the Tasks section?

    The Tasks section is a tab within Zyncro that lets users create and assign tasks to other members of the organization and to the users themselves.

    We’re going to give you a sneak peek at some of the features that we will be including in version 3.3 that will come out in a few weeks’ time. (Some, not all :-) )

    What options are there within the Tasks section?

    • The tasks can be sorted by creation date, identification number, or even by deadline on which the task must be completed. There is also an option to display filtered tasks, for example, display only completed tasks or only pending ones.
    • What’s more, you can display a list with the tasks created and the following information on each one: Identification number, creation date, type, person responsible, task completion deadline and task status. And finally, a description for the task, where the work group is also shown. If you click on the task, you can change all these options, and there’s an option to flag the task for follow-up in the next meeting.
    • The “Create Task” button, as its name suggests, lets you add new tasks to the current list. Below you’ll find the steps for creating a task:

    How do I create tasks?

    There are two ways to create a task:

    Creating tasks in Zyncro

    A) Create a task within a group (for this you need to have task manager permissions within that group)

    1. Click on My Zyncro Account > Files & Groups
    2. Select the group where you want to create the task.
    3. Go to the Tasks tab and click on the “Create task” button.
    4. Enter a title, a description, assign the person in charge, select the task type and, if necessary, the deadline and the status.
    5. You can also add a comment that will be posted on the group’s wall together with the task creation event.
    6. To finish, click on “Save and create another task” to continue creating tasks, or “Save and close” to end task creation.

    B) Create a task directly in My Zyncro Account > Tasks; the difference is that with this option you need to add the group in which you want to create the task.

    Tasks tab within groups

    Within each group, there is a Tasks tab. Here you will find all the tasks associated with the group and its members. Users with task manager permissions can change the tasks from the same page by clicking on one of the tasks shown in the list.

    Create, manage and assign tasks to members in your organization from Zyncro!

     

     
  • Carlos del Pozo 9:51 am on March 23, 2012 Permalink | Reply
    Tags: , banner, , , ,   

    Zyncro Features: addZyngs 

    Estimated reading time: 4 minutes

    What is addZyngs?

    addZyngs is a ZyncroApp that lets you add messages, images, links or even insert web pages in the main menus of your corporate Zyncro interface.

    With addZyngs, you can create your own banners, corporate messages, notifications, offers… that will be visible to all members of your organization.

    addZyngs configuration

    To start to configure addZyngs, the organization’s administrator must go to the Administration Panel > ZyncroApps > addZyngs > Enable, and once the ZyncroApp is enabled, click on Configure. Within the configuration options, you can add content in:

    • Sidebar: Adds a new section on the right panel in Zyncro where you can post pictures, text or links. How would you like to be able to easily access all the main links you use? Or want to add a banner?
    • Header: Adds a messages shown at the top of the Zyncro web page. This can be used to post a corporate message for the whole organization. So everyone will know what’s going on in the company. It can be plain text, an image or you can include links and HTML code.
    • Section: Adds a new clickable section within the Zyncro main menu, beside the Profile section. You can either load an external web page within Zyncro or create your own content. Ideal for integrating the corporate web page or blog!

    How do I add external images?

    If you want the space you added to contain an image, click on the image icon in the addZyngs configuration section.

    In the window that pops up, enter the address (URL) of the external image you want to add and press OK. The image is automatically inserted in the desired location (sidebar, header, or section).

    If you insert an image in the sidebar, there is a maximum width for the size: 250 pixels. If the photo exceeds this size, it will be cropped, so best reduce its size or edit it beforehand so that it appears in the way you want.

     

    How do I embed a video or HTML code?

    At any time, you can change between the visual editor and the HTML editor directly by clicking the last button in the toolbar in the addZyngs configuration window.

    Once this option is activated, in the textbox for the HTML code, you can enter a section of HTML code to personalize you space.

    One of the great features of this is you can embed a video that is hosted on YouTube, Vimeo or other such services, either in the header or in the new section you add to the main menu.

     

    Encrust a video with addZyngs

     

    YouTube or Vimeo gives you a HTML code to embed videos in any web page. The only thing you have to do is copy this code, paste it in the HTML editor window and save the changes.

    You can do this, for example, to post a institutional video or an important message so that the entire organization will see it as soon as possible.

    With addZyngs, you can take the initiative and customize Zyncro, adding contents that let you personalize your enterprise social network as far as possible.

    Discover the many other ZyncroApps and get the most out of your Enterprise Social Network!

     

     
  • Carlos del Pozo 10:09 am on March 5, 2012 Permalink | Reply
    Tags: contact data, contact directory, , external users, filter contacts, find contacts, , , people section, , unfollow   

    Zyncro Features: People section 

    Estimated reading time: 4 minutes

    JoeZyncro

    What is the People section?

    It is a directory of people where you can see:

    • corporate users (in your organization)
    • external users, not directly implicated in your company’s activity

    What appears in the People section?

    It shows a list of all your contacts, both internal and external, that participate or intervene in some way or another in the organization you belong to in Zyncro.

    This section gives you two types of information on these contacts:

    • Contact details (name, email address, personal status and geographical location)
    • Information on their professional activity (groups they participate in within Zyncro, name of the organization and departments they belong to)

     

    People section

    You can sort existing contacts, from A-Z or Z-A, according to the following fields:

    • First Name
    • Last Name
    • Organization
    • Email Address

    You can also filter contacts, showing only those whose name starts with a specific letter (from A to Z).

     

    Add an external contact

    External contactsIn the top left corner of the screen, in the People section, you’ll find a blue button to “Add external contact.”

    If you click this, a window will open where you can search for other users by name and email address.

    The search by name is less restrictive, meaning it’s better to use their email address (if you know it) to get a single result.

    Follow and unfollow

    Apart from the photo and the information that accompanies the contacts appearing in the list in the People section, a button also appears beside each one, with the text “Follow” or “Unfollow”.

    • If Follow appears, it means that you are not yet following the user’s Personal Newsfeed, and hence it won’t appear on your homepage. You will, however, see any posts they make in the groups you both belong to and any comments they make on the posts of other users that you are following.
    • Otherwise, if Unfollow appears, it means that you are already following the user and you can see  all the different posts they make in their Personal Newsfeed.

    Delete an external contact

    Where the user you are following does not belong to your organization, the option Unfollow will not appear. In this case, the word Delete will appear in order for you to make this person disappear from your list of People, if desired.

    All your contacts close to hand in your mobile device!

    As we explained in Zyncro for iPhone, iPad and iPod Touch or more recently in Use Zyncro on your Android tablet!, Zyncro is a tool that can be used from either computers or mobile devices (smartphones and tablets).

    If you use Zyncro on a mobile device, the People section lets you:

    • Access a list of all your contacts in your organization, as well as external contacts.
    • If the option is configured, make calls to everyone.
    • Communicate via text messages with users connected to Zyncro, where the Chat ZyncroApp is activated. This is a premium service, so it is only available for Business, Enterprise and Business Community plans.

    Zyncro lets you have an up-to-date and complete directory of all the members of your organization, and acccess it from your smartphone or tablet. Try it free!

     

     
  • Carlos del Pozo 10:48 am on January 31, 2012 Permalink | Reply
    Tags: , , ,   

    Zyncro Features: Profile section 

    Estimated reading time: 5 minutes

    What is the Profile in Zyncro?

    This section lets you edit your personal and professional information, view your messages, departments and followers, and make changes in the configuration of your integrations, ZyncroApps and notifications from Zyncro.

    What appears in the Profile section?

    • Your personal and professional information
    • Messages posted in your Personal Newsfeed
    • Departments you belong to
    • Followers: The people you are following and those following you
    • Configuration of your Integrations, ZyncroApps and notifications

    Elements of the Zyncro Profile

    Tabs in the Profile section
    • Messages: This tab shows all the messages you’ve posted in your Personal Newsfeed from when you started to use Zyncro. You can post messages in your Personal Newsfeed directly from this tab and even sort the messages shown.
    • Experience and skills: You can fill out this tab with professional information using the Skills, Experience and Education fields. Where you have integrated the social network LinkedIn with your profile, the information shown is the same as that given in your LinkedIn profile. That way, if you want to change any data, you need to do it in LinkedIn.
    • Departments: A list appears of all the departments you belong to.
    • Followers: This tab shows the people you follow in your organization and the people that follow you. From here, you can see the name, photo, email address, status, organization and department of each of your followers and the people you are following.
    “Edit my profile” side column
    • Basic information: This gives your profile information that you can edit: full name, photo, area, position, date of birth, time zone and date format. There’s also an option to limit visibility of all this information (All, My contacts, My departments or Just me). Where your account is linked with LinkedIn, a link appears that lets you change your user photo and date of birth in your profile in LinkedIn.
    • Password: This page gives you an option to change the password you use to access Zyncro to another one. Just enter the new password twice.
    • Contact details: Here you can add information that enables other users to contact you: cell number, postal address, email address, web page, Skype, Twitter, MSN, etc. Like the basic information section, you can also limit the visibility of all this information to other Zyncro users (All, My contacts, My departments and Just me).
    • ZyncroApps: This gives a list of the ZyncroApps available. You can enable and disable them. You can decide whether you want to see all the applications available or only those you have activated (“My applications”).
    • Integration with Google Calendar: Connect/Disconnect Zyncro with your Google Calendar account.
    • Twitter Integration: Connect/Disconnect Zyncro with your Twitter account.
    • LinkedIn Integration: Connect/Disconnect Zyncro with your LinkedIn account.
    • Experience and skills: This displays your skills, experience and education/training. You can make changes in these fields from LinkedIn if you have integrated your account with that social network.
    • Configure notifications: You can configure which notifications you want to receive by email and/or that are posted on your wall by selecting the checkboxes on this page.

    Give information about you, configure your Integrations, ZyncroApps and notifications, check out who’s following you… All from your Zyncro profile!

     

     
  • Carlos del Pozo 10:45 am on January 19, 2012 Permalink | Reply
    Tags: , departments, , , ,   

    Zyncro Features: Departments section 

    Estimated reading time: 4 minutes

    What is a Zyncro department?

    It’s one of the organizational blocks making up the structure of each organization in Zyncro that can be defined in the Organization Configuration section of the Control Panel.

    Users with department creation permissions can create departments (this permission is given to them by the administrator in the Control Panel, in the User Management section) and only the person that created the department (main owner) or the owners appointed by the main owner can add users to that department.

    Only corporate users from the same organization can become part of those departments or companies.

    Other users of the organization can follow a department or company to stay up to date with the latest news in that department or company.

    What appears in the “Departments” section?

    The departments created in a company are always shown in the Departments section (tab between Files and Groups and Tasks, if there is one).

    Each department has a name and is accompanied by an image associated with the activity that department carries out, a description and button to follow it.

    Existing departments can be sorted or organized according to:

    • Only departments whose name starts with a specific letter
    • All departments in ascending (A-Z) or descending (Z-A) order

    Members of a department

    The sections (tabs) shown in each department are:

    Messages: This section appears by default when accessing a department. It shows you all communication happening within the department: messages written by the main owner (they appear by department), uploaded files or notifications of new members that have joined.

    Files: It shows you all files that have been uploaded to the department. This action can only be done by members of that department.

    Members: These are the people with their photos, statuses and email addresses that make up the department. This page enables you to follow these users or stop following them if you are already following them.

    Under the Permissions column, you’ll see who is the main owner within the department. The main owner can add or remove people from the group, change the information shown for the department they “belong to”.

    Followers: These are the people that see the department’s actions (messages, actions on files, people added or removed) on their Home section.

    Their department is shown in brackets in a blue color (link).

    More about us: This section is designed for adding information, links of interest, references to the department. This information can be entered in HTML format.

    Zyncro lets you group users by groups and by departments.

    Create your own customized structure within your company!

     

     
  • Carlos del Pozo 10:31 am on January 12, 2012 Permalink | Reply
    Tags: icons,   

    Zyncro Features: Icons 

    Estimated reading time: 5 minutes

    In this post, we’ll explain the icons shown beside the images that appear in Zyncro, because each icon has its own meaning in Zyncro.

    Type of messages published in Zyncro

    Each post that appears in the “Home” section in Zyncro, our Corporate Activity Stream, is accompanied by a photo of its author and a small icon in the bottom right corner that illustrates the type of content shown.

    • “Folder” icon: Posted messages and events (actions with files and/or people) in a group you belong to.
    • “Person” icon: Personal news posted by a user in your organization that you follow.
    • “Envelope with a lock”: Private message between two or more people.
    • “Red ribbon” icon: Message posted as corporate newsfeed by a corporate publisher. What’s more, this message will be highlighted in blue.

    Permissions in groups

    In the Files and Groups section, the icon for each group, when it is a generic one (folder icon) and NOT a customized icon, is also accompanied by an icon to indicate the user’s permissions in each group.

    • “Person” icon: owner or main owner permissions for that group, i.e. you can perform all the actions available, invite new members and manage permissions.
    • “Pencil icon”: editor permissions, i.e. you can create, delete and download files and folders in the group.
    • No icon: reader permissions, i.e. you can read, write and comment on the group’s messages and download files.

    Profile photo

    If your Zyncro profile has been imported from LinkedIn using the appropriate ZyncroApp, your user photo will contain a small LinkedIn logo in the top left corner, both in groups and in your profile.

    Zyncro communicates with text and images…

    Use it and take advantage of all it has to offer!

     

     
  • Carlos del Pozo 10:30 am on December 22, 2011 Permalink | Reply
    Tags: , , , , , , ,   

    Zyncro Features: Search (II) 

    Estimated reading time: 4 minutes

    As we previously explained in the first part of this article, to search in Zyncro, you need to enter the term you want to search in the search box found in the top right corner of the screen.

    In the second part of this article, we’re going beyond the segmented search to show the additional options in the Zyncro search that enables you to get more specific results.

    You can do this in two ways:

     

    Segmented Search

    Enter the search criteria in the search box and when it shows you the results, you can use the fields that appear just below the search box on the right of the screen to refine the search:

    Sections

    You can perform a search on a specific section of your Zyncro by selecting the section and clicking on Filter. Only the items you have selected (messages/files and folders/groups/departments/people) in the section will be shown.

    The sections can be:

    • Corporate newsfeed
    • Departments
    • Personal feed (the users you can see)
    • Private messages (your messages)
    • Your different work groups

    People

    It gives you the option to restrict the search according to the person that posted the item (messages, files, etc.)

    This field is associated with your contacts and when you start to enter a text, it will suggest the users that contain the text entered.

    You can select more than one person in this field.

    Dates

    With this field, you can display the items that have been published in Zyncro during a specific period of time on searching.

    You can choose whether to display items published during:

    • the last 24 hours
    • the last week
    • the last month
    • the last year
    • and it even lets you customize the search period: posts in Zyncro from one date to another.

    These search fields are restrictive, i.e. the number of results shown are reduced according to the combination of criteria entered.

    Advanced Search

    You can also perform precise searches using punctuation symbols in the text field.

    The punctuation symbols that have been enabled for more specific searches are quotation marks and the + sign. They can be used together and separately and their function changes according to the combination used.

    The most frequent search cases are:

    Simple search (without quotation marks or + sign): Enter in the search box Word A Word B Word C – It will show you items in Zyncro that contain any of the 3 words that you have entered in the search box, regardless of the order in which they appear.

    Search using the + sign: Enter in the search box Word A+Word B+Word C – It shows you items in Zyncro that contains the 3 words you have entered in the search. If they don’t contain all the words entered, they won’t be shown in the list of results.

    Search using quotation marks: Enter in the search box “Word A Word B Word C” – It shows you items in Zyncro that contain the exact expression entered between quotation marks.

    These options can be combined to create even more specific and precise searches.


     
  • Carlos del Pozo 10:56 am on December 15, 2011 Permalink | Reply
    Tags: , , , , , ,   

    Zyncro Features: Search (I) 

    Estimated reading time: 4 minutes

    How do I perform searches in Zyncro?

    To perform a search in Zyncro, just enter the term you want to find in the search box (top right corner of the screen).

    The search results in Zyncro will appear grouped according to the different Zyncro sections: Messages, Files and Folders, Groups, Departments/Companies and People

    Beside the corresponding tab for each section, you’ll see the number of hits for the search criteria in brackets.

    Search Results

    Messages: This tab shows all messages appearing in conversations on the Zyncro wall that include the search word. The word is always highlighted in gray.

    The types of message that appear in this section (different according to the user) are:

    • Personal news that you or the people you follow have posted
    • Corporate news
    • Private messages you’ve sent
    • Messages from departments or companies you belong to or follow
    • Messages from the groups you participate in

    Files and folders: This tab lists all the files, folders and Zlinks created for sharing that include the search criteria in their title and that belong to the groups you have access to. Only for Business plans or higher: The tab also includes files whose content contains the search term (text files: TXT, PDF, Word, Excel, HTML, etc.). The term is highlighted in gray.

    Groups: This tab includes the groups that contain the search term in their title. Like messages and files, the term will be highlighted. This feature enables you to find all those groups whose name you can’t remember by using key terms.

    Departments/Companies (depending on the organization’s configuration): This last tab gives the departments or companies whose name or description contains the search term.

    People: This tab shows you a list of user contacts that include the search term in their profile (basic information, experience and skills, etc.) This is the best tool for managing internal talent!

    Next week, we’ll look at advanced search options.

    Learn to retrieve knowledge in your company in a single click!


     
  • Carlos del Pozo 10:36 am on December 9, 2011 Permalink | Reply
    Tags: , , , , , ,   

    Zyncro Customization: Corporate image 

    Estimated reading time: 4 minutes

    How do I get my company to identify with Zyncro as their Social Network?

    Start customizing the interface with your logo and corporate colors!

    When creating your organization in Zyncro, the first step your admin needs to do is to define the corporate image. This option is found in the Administration Panel > Corporate image.

    Zyncros graphic customization options

    1. Your company’s logo

    First you need to upload to Zyncro the image (we recommend using a transparent .png) that will be used as a logotype for your organization and that will appear in the top left corner of the header.

    The size is limited to a maximum of 250 pixels wide by 40 pixels high. If it is any bigger than this, the image will be resized.

    2. Header background color

    If you click on the square icon, you can select the color to appear in the header, which is always shown at the top of the screen. If you want define a more precise color tone, you can also edit it using the RGB color model.

    3. Header text color

    Just like the previous option, you can also edit the color of the texts that appear above the header (Help, Language, First and Last Names of the user, Departaments, etc.).

    We recommend you use the corporate colors and combine them in such a way that they are easy to read and attractive for users, taking into account that it’s a web environment.

    Each time you change the logo and the colors in the header, you can preview the changes to check the end result before saving the layout.

    4. Customize the subdomain of the organization and the login page

    Apart from the interface colors, Zyncro contains an option to customize the URL from which organization users can access their corporate Zyncro.

    The default URL for accessing Zyncro is: https://my.zyncro.com/, but from this screen you can configure the URL of your Zyncro, using “https://MYCOMPANY.zyncro.com” instead of “my.zyncro.com”.

    To do this, just enter the name of your organization or any other term you want that can be used as a URL in the corresponding text box.

    If you have changed the image and corporate colors of your Zyncro as well as the subdomain , when you access your customized URL, a login page with your own corporate image will appear.

    This is the login page for our company, Zyncro Tech:

    5. Hide Zyncro links and logos in Zlinks

    Finally, there is also an option to hide the “Zyncro” name in links and logos within Zlinks.

    After making any changes, don’t forget to press “Save”!

    Customize your Zyncro appearance and apply your brand image to your Social Network.
    Win your employees over not only with its content… but also with its design!

     

     
  • Carlos del Pozo 11:21 am on December 1, 2011 Permalink | Reply
    Tags: , , , , , , zyncronizer   

    Zyncro Features: Version control in Zyncro 

    Estimated reading time: 3 minutes

    Why control file versions?

    When we work with documents that need to be reviewed, keeping the last version is not enough as often the last version is not the one we really need. At times, we have to change a file from a previous point which we can’t access using the latest version… With Zyncro, this is no longer a problem thanks to its Version Control option. This feature enables users to easily access a list of all the versions uploaded to Zyncro of each file, meaning that you no longer have to search in your computer to find the right version of the file you want to work on (that is if you still have it).

    How do I recover an older version of a file?

    The process is simple:

    1. Each time you create a file, you should upload it to Zyncro
    2. When you have a new version of the file on your computer, it also needs to be updated on Zyncro. You need to go the corresponding file and from the drop-down options menu on the right, select the Upload new version option.
    3. In this same drop-down menu, you’ll also see the Previous versions option. When you click on it, a window will appear with the following data:
    4. File name
      • Name of the person who uploaded the file first (Created by), with a direct link to their profile
      • Date on which they uploaded the file
      • Current file size
      • A separate list with the versions included as Previous versions and the Last version.

    These versions can be downloaded and you can also recover the previous version of the file.

    Keep and access all the contents of your organization, your documents and all their versions with Zyncro.

     
c
compose new post
j
next post/next comment
k
previous post/previous comment
r
reply
e
edit
o
show/hide comments
t
go to top
l
go to login
h
show/hide help
shift + esc
cancel