Teamgeist Users`s Manual
Contents
1. 08 20 Os 100 http 192 168 178 47 808 Car Lock System New 24 AM Workspaces Workspace Car Lock System 29 napd wwntrackpiss Car Central Locking System Requirements Car Lock System 10 Workspace Car Lock System gt Rev 1 Status opened gt Collapse Responsible Administrator Track Syst Electronics example Introduction 12 Workspace Car Lock System Status opened gt Helpdesk support example Collapse Responsible Administrator Track S ee Bono Drivers door lock Status opened gt Issue Tracking example 49 Workspace Car Lock System gt Rev 1 Responsible Administrator Track Features Overview Mein privater Raum 13 Workspace Car Lock System Status opened gt Collapse Responsible Administrator Track S Mein privater Raum Oo Central locking and unlocking Status opened gt 14 Workspace Car Lock System Responsible Administrator Track Simple example Child security locking Status opened gt X4 Laserdrucker 15 Workspace Car Lock System Responsible Administrator Track Filters Theft avoidance support Status opened gt 16 Workspace Car Lock System Responsible Administrator Track Personal basket s Crash detection Status opened gt 18 Workspace Car Lock System Responsible Administrator Track Status Crash safety Status opened gt Last viewed 19 Workspace Car Lock System Responsible Administrator Track Q sob Expand all Collaps2. Figure 1 3 Logging out step 1 Getting started SIM fehlt gt U Logout Cancel Server URL http 192 168 178 47 8080 track User name admin Password Version 1 5 1 Figure 1 4 Logging out step 2 In case you do not have an account you must either register with an existing Track server or have an administrator create an account for you Self registration may have been disabled on your server To register tap on the Register label at the top of the connection dialog and fill out the form that appears SIM fehlt gt Register gt Try Server URL http 192 168 178 47 8080 track User name admin Password Version 1 5 1 Figure 1 5 Registering step 1 You will receive an e mail containing a confirmation link You need to activate your account via this link before you can login 1 2 Getting connected Cancel Done User name want to use my central password LDAP Password Confirm password E mail Last name First name Figure 1 6 Registering step 2 1 2 Security Teamgeist stores your connection details server URL user name and password on your mobile device The password is encrpyted Any other data used within Teamgeist is pulled from the server upon demand The result of the last request is accessible even without a live connection to a server In case of loss of your mobile device the following information might be compromised server URL user name password
3. Last viewed 19 Workspace Car Lock System Responsible Administrator Track q 30 E Expand all Collapse all Figure 2 4 Comment tab 2 2 Simplifying the user interface You can simplify the user interface on two ways ly You just have your own private workspace The workspace area will disappear and all dialogs involving the selection of the workspace will not be shown anymore The application behaves similar to a standard to do list manager All workspaces you can access are configured to have just two item statuses like opened and closed The user interface will change such that the status area disappears and each item has a check box that shows its status You close or reopen an item by tapping on the check box All items Filters Organize marketing meeting for EMEA region 4 Added recently Follow up on meeting with Barnes management gt J 2 Weekly meeting with region managers gt 73 I m responsible 74 rl ee EN gt I m the author I m the manager A Expand all Collapse all Figure 2 5 Simplified user interface with two item statuses Working with Teamgeist 2 3 The Cockpit With the cockpit you can visualize the information most important to you quickly in a single location The configuration of your mobile cockpit is taken from the web client except for some tiles which may not be available on the mobile device 2 3 Switching to the cockpit To switch to the cockpit view tap on the in
4. 86 Prozessschritt 1 Figure 2 7 Activity stream cockpit tile The status over time graph displays the number of items over time Which items are considered and the period and freguency of measurements you define on the server SIM fehlt gt http 192 168 178 85 808 Workspaces Filters Personal basket EA In basket Planned items m Next actions lt T 9 Follow up El Delegated Trash El Incubator mH 7 Reference Status Last viewed 2 3 Milestone trend analysis No of items in status 20 53 Cockpit Main Development Milestones Status over time 40 20 33 14 34 14 35 14 36 14 37 14 38 14 39 14 40 14 41 14 42 14 43 14 44 14 45 14 46 14 47 14 48 14 49 14 50 14 CW E opened M analyzed u assigned B processing ll implemented integrated E assessing closed E suspended Figure 2 8 Status over time cockpit tile The milestone trend analysis cockpit tile displays the development of milestone dates over time Which items are considered and the period and frequency of measurements you define on the server Working with Teamgeist SIM fehlt gt 20 53 http 192 168 178 85 808 Cockpit Workspaces Main Development Milestones Filters Milestone trend 02 03 15 Personal basket In basket ES Planned items 01 20 15 Next actions Es 3 01 13 15 0 Follow up o o 2 01 06 15 Delegated Trash 12 30 14 Incubator 12 23 14 Reference 9
5. encrypted result of last query possibly details of the last task edited The password encryption uses a private key provided by the server While it is theoretically possible to retrieve the clear text password from its encrypted version using brute force it would require a substantial computational effort to do so Working with Teamgeist Topics Viewing items Working with items The Cockpit Working with Teamgeist 2 1 Viewing items The Teamgeist screen is divided into two areas a navigation area with filters and the task list area On a tablet device both are shown simultaneously while on a phone you manually switch between these two views To view a list of tasks or other items you apply one of the filters in the navigation area or use the full text search facility What filters are available to you is configured on your server The following sections describe the types of filters that are available You may not see all of them depending on your server configuration SIM fehlt gt Car Lock System Task li Workspace Car Lock System 29 Ora Car Central Locking System Reguirements 10 Workspace Car Lock System gt Rev 1 Status opened Collapse Responsible Administrator Track Syst Electronics example gt Introduction 12 Workspace Car Lock System Status opened Helpdesk support example gt Collapse Responsible Administrator Track S Drivers door lock Status opened Issue Tracking example gt 49 Work
6. 37 14 38 14 39 14 40 14 41 14 42 14 43 14 44 14 45 14 46 14 47 14 48 14 49 14 50 14 Status Report date cw Last viewed Ml Project B Prozess A1 W Prozess A1 Prozessschritt 1 I Prozessschritt 2 u Prozess A2 Figure 2 9 Milestone trend analysis cockpit tile 2 3 Responsible load The responsible load cockpit tile displays the distribution of open items for a set of team members SIM fehlt gt 20 53 http 192 168 178 85 808 Cockpit Workspaces Main Development Milestones Filters Responsible load Personal basket D In basket E Planned items Next actions Bi Follow up El Delegated Trash S Incubator o Reference ang Status Last viewed WE Administrator Track System 71 l Elektronik Benjamin 6 Firmware Fred 3 Konstrukta Karla 4 E System Karl 1296 E Technician Peter 4 Figure 2 10 Responsible load 22
7. Expand all Collapse all Figure 2 6 Switching to the cockpit 2 3 Activity stream The activity stream shows you what has recently happened in the area of interest to you You configure on the server the types of events you are interested in using filters 20 SIM fehlt http 192 168 178 85 808 Workspaces Filters Personal basket In basket Planned items Next actions Follow up is El Delegated Trash El Incubator m 7 Reference Status Last viewed 2 3 Status over time 2 3 The Cockpit 20 53 Cockpit Main Development Milestones Activity stream _ 35 days ago Client Mary Helpdesk support example 70 My computer reboots twice a day lo m lo Status was changed from opened to implemented Manager was changed from Technician Peter to Administrator Track System Title Ein PreblemMy computer reboots twice a day Description Besehreibung meines PreblemsThis is my problem description need to put more details in TA 5 days ago Administrator Track System Car Lock System 85 Project B Prozess A1 Titel Prejek Project B Prozess A1 3 12 days ago Administrator Track System Car Lock System 87 Prozessschritt 2 Status was changed from opened to closed 3 12 days ago Administrator Tracks System Car Lock System 86 Prozessschritt 1 Status was changed from opened to closed A 12 days ago Administrator Tracks System Car Lock System
8. important matters even when you are on the road Teamgeist gives you a functional subset of a Track server Carrier gt 10 24 AM A http www trackplus com track Personal basket EX In basket Planned items Next actions Follow up El Delegated Filters Status Workspaces Last viewed O 295 Figure 1 1 Teamgeist on a smart phone 1 2 Getting connected To use Teamgeist you need to have an account on a Track server and must be logged in 1 2 First login After you have installed Teamgeist on your mobile device for the first time and have started the application you need to supply the URL of the server you want to connect to your user name on that server your password on that server Subseguent calls of the application will take the setting you provided on your previous login Important You should always use an SSL secured connection https instead of just http at the start of the URL otherwise the password could be intercepted Even though the mobile client encrypts the password that encryption cannot withstand a serious attempt to breach security 1 2 Getting connected Register Server URL User name Password Version 1 5 1 Figure 1 2 First login 1 2 Switching to another server or user IF you want to connect to a different server or as a different user you need to logout first Thereafter you can modify your connection parameters and login again To log out tap on the
9. NHW WRN OU HN FWD 9 Kl Wpat is eo AAPP e o EE a e O O o e PA 10 La GERNI CONE UA 10 2 Vorming WI tan TN LL Eanos CW HN HR FFF 15 PN es H alga career me E O 16 E KNOW ET E O E E 5 E A 17 ss A A 20 List of Figures sell 2 Fl e ide 1 228 45 7121910 116 21 FYFYR treater PR FYN NYFFRYN A AR NN 10 Se NT Ue lt T 11 FO o o e e ES er A 11 AUS TRA En ee aos 12 Four ls Bea een 12 SSI e Mi CNS E e 13 HO e e UO ETT hee ob E A A FOD 16 Hue 2 2 User internace SMN NIN HANNER FFA ce eet lc eee at diets a 17 Figure 2 3 Comment rines 18 P 2 COMMENT Denen EINE EA 19 Figure 2 5 Simplified user interface with TWO item StatUSESu 0 uel ad il 19 Figure 2 9 Switcnind to TRE COCK ae ee 20 a id IA 21 POUE TET Cocido 21 Figure 2 9 Milestone trend analysis cockpit tHe ssssssssssssssssssssssssssssssssssssessssssssssessssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssesssessssesee 22 E 210 Bon E e T N E E re 22 Getting started Topics What is Teamgeist Getting connected Getting started 1 1 What is Teamgeist Teamgeist is a mobile application for team task and project management Teamgeist is available for iOS Android and Windows tablets and smart phones To use Teamgeist you need to have an account on a Track server that you either operate yourself or that is provided to you Teamgeist permits you to manage your personal tasks and todo s as well as entire teams and projects With Teamgeist you are up to date on all
10. dified 10 28 2014 15 05 04 Responsible Administrator Track System Target release K A Figure 2 3 Comment tab 2 2 Changing item status or basket To change the item status or basket drag the item to the respective field in the navigation area Fig 2 4 2 2 Working with items SIM fehit gt http 192 168 178 47 808 Car Lock System Workspaces Workspace Car Lock System 29 Car Central Locking System Requirements Filters 10 Workspace Car Lock System gt Rev 1 Status opened gt Collapse Responsible Administrator Track Syst Personal basket Introduction 12 Workspace Car Lock System Status opened gt LA In basket Collapse Responsible Administrator Track S E Drivers door lock Status opened gt Planned items 49 Workspace Car Lock System gt Rev 1 Responsible Administrator Track Features Overview 13 Workspace Car Lock System Status opened gt Collapse Responsible Administrator Track S Next actions Bi ei Child security locking opened Status opened gt 1 Car Lock System Administrator Track Responsible Administrator Track Ss Trash En b 25 Incubator Theft avoidance support Status opened gt 16 Workspace Car Lock System Responsible Administrator Track E Reference Crash detection Status opened gt 18 Workspace Car Lock System Responsible Administrator Track Status Crash safety Status opened gt
11. e all ClS2U egies Release 2 0 Teamgeist Users s Manual t L Steinbeis Transferzentrum ra C Task Management Solutions Teamgeist User s Manual Task Management Software El Steinbeis Transferzentrum Task Management Solutions El Steinbeis Transferzentrum Task Management Solutions Steinbeis GmbH amp Co KG Task Management Solutions Eugen Ruoff Str 30 D 71404 Korb Germany Tel 49 7151 994 89 60 Fax 49 7151 994 89 61 Support support trackplus com track This manual and the accompanying software and other documentation is protected by international copyright laws and may be only used in accordance with the accompanying license agreement Trackplus and the Track logo are trademarks of Steinbeis GmbH amp Co KG and may be registered in certain jurisdic tions The absence of a trademark from this list does not constitute a waiver of Steinbeis s intellectual property rights concerning the trademark All other company brand and product names may be trademarks or registered trademarks of their respective hold ers Steinbeis disclaims any responsibility for specifying which marks are owned by which companies or which orga nizations Copyright 2001 2014 Steinbeis GmbH amp Co KG All rights reserved October 2014 If you have any comments or suggestions regarding this document please send them by e mail to support trackplus com Contents Eo a Po NO RE GYN HO CN GEO 7 Me lu E T 6 HN
12. inistrator Track Simple example Child security locking Status opened gt X4 Laserdrucker 15 Workspace Car Lock System Responsible Administrator Track Filters Theft avoidance support Status opened gt 16 Workspace Car Lock System Responsible Administrator Track Personal basket Crash detection Status opened gt 18 Workspace Car Lock System Responsible Administrator Track Status Status opened gt Last viewed n Responsible Administrator Track Figure 2 2 User interface elements Working with Teamgeist 2 2 Viewing item details To see details of an item tap on the item in the task list area C or on the arrow on the right side of an item Fig 2 2 2 2 Creating items To create an item tap on button B Fig 2 2 You will be asked for a workspace or project and an item type 2 2 Editing items To edit an item tap on the item in the task list area C or on the arrow on the right side of an item Fig 2 2 Then tap on button B to switch to edit mode 2 2 Adding comments to items To add or edit a comment a comment tap on the item in the task list area C or on the arrow on the right side of an item Fig 2 2 Then tap on the comment tab 66667 Vodafone de 08 16 lt Allitems Cancel 49 Drivers door lock lt 7 Fields Comments 0 Status opened Description Central locking and unlocking shall be supported from drivers door lock Author Administrator Track System Last mo
13. little wheel icon at the bottom of the screen SIM fehlt gt http 192 168 178 47 808 Car Lock System Workspaces Workspace Car Lock System 29 gt Car Central Locking System Requirements 10 Workspace Car Lock System gt Rev 1 Status opened gt Collapse Responsible Administrator Track Syst Electronics example gt introduction 12 Workspace Car Lock System Status opened gt Helpdesk support example gt Collapse Responsible Administrator Track S Drivers door lock Status opened gt Issue Tracking example gt 49 Workspace Car Lock System gt Rev 1 Responsible Administrator Track Features Overview Mein privater Raum 13 Workspace Car Lock System Status opened gt Collapse Responsible Administrator Track S Mein privater Raum x Central locking and unlocking Status opened gt 14 Workspace Car Lock System Responsible Administrator Track Simple example Child security locking Status opened gt X4 Laserdrucker 15 Workspace Car Lock System Responsible Administrator Track Filters Theft avoidance support Status opened gt 16 Workspace Car Lock System Responsible Administrator Track Personal basket Crash detection Status opened gt S 18 Workspace Car Lock System Responsible Administrator Track tatus ash safety Status opened gt Last viewed Workspace Car Lock System Responsible Administrator Track Expand all Collapse all
14. modes Tasks and other items in the task list area can be shown either as a flat list or as a tree structure You can switch between different view modes using the icons in the bottom tool bar When you are in tree view mode you can expand the entire tree using the Expand all button You can collapse the entire tree using the Collapse all button 2 2 Working with items You can view items details can create new items can modify items and can add comments to items 2 2 Showing and hiding the navigation To show or hide the navigation area use button A in Fig 2 2 Use buttons D and E to expand or collapse the item tree SIM fehit AU 92 168 178 47 808 Car Lock System Workspaces Workspace Car Lock System 29 Car Central Locking System Requirements 10 Workspace Car Lock System gt Rev 1 Status opened Collapse Responsible Administrator Track Syst Electronics example gt introduction 12 Workspace Car Lock System Status opened gt Helpdesk support example gt Collapse CY Responsible Administrator Track S Drivers door lock Status opened Issue Tracking example 49 Workspace Car Lock System gt Rev 1 Responsible Administrator Track Mein privater Raum Features Overview H 13 Workspace Car Lock System Status opened gt Collapse Responsible Administrator Track S Mein privater Raum Central locking and unlocking Status opened gt 14 Workspace Car Lock System Responsible Adm
15. space Car Lock System gt Rev 1 Responsible Administrator Track Features Overview 13 Workspace Car Lock System Status opened Collapse Responsible Administrator Track S Mein privater Raum Mein privater Raum E Central Iocking and unlocking Status opened 14 Workspace Car Lock System Responsible Administrator Track Simple example Child security locking Status opened X4 Laserdrucker 15 Workspace Car Lock System Responsible Administrator Track Filters Theft avoidance support Status opened 16 Workspace Car Lock System Responsible Administrator Track Personal basket Crash detection Status opened 18 Workspace Car Lock System Responsible Administrator Track Status Crash safety Status opened Last viewed 19 Workspace Car Lock System Responsible Administrator Track Q TH Expand all Collapse all Figure 2 1 Navigation and task list area 2 1 Workspaces or projects All items are organized in workspaces or projects Workspaces and projects can themselves contain other workspaces or projects You can select the desired workspace by tapping the respective entry in the navigation area Tap the right arrow symbol to select a sub workspace or phase release The selection will contain all tasks and other items in that workspace sub workspace or release that have not been closed To get closed items as well you need to apply custom filters If you have a private workspace only this sec
16. strument symbol A in the bottom toolbar To go back to the task list view tap on the flat or tree view symbols in the bottom toolbar SIM fehlt 20 52 8 http 192 168 178 85 808 OA Templates Workspaces Workspace QA Templates 12 Car Lock System Project Management Status opened gt 73 Workspace QA Templates Responsible Administrator Track S Electronics example Change Management Status opened gt 74 Workspace QA Templates Responsible Administrator Track S Helpdesk support example Configuration Management 75 Workspace QA Templates Status opened gt Issue Tracking exampl L C S HIE Collapse Responsible Administrator Track Change Management Plan My private space 78 Workspace QA Templates Status opened gt Collapse Responsible Administrator Track QA Templates Introduction Status opened gt 79 Workspace QA Templates Responsible Administrator Tra Simple example Purpose of this Document Status opened gt X4 Laserdrucker 80 Workspace QA Templates Responsible Administrator Tra Filters Quality Assurance Status opened gt 76 Workspace QA Templates Responsible Administrator Track S Personal basket System Development Status opened gt 77 Workspace OA Templates Responsible Administrator Track Status Prozess A1 81 Workspace QA Templates Collapse Status opened gt Last viewed Responsible Administrator Track Q 03 A
17. tion will not be visible 2 1 Personal baskets You can categorize each item personally just for yourself in personal baskets This permits you to put follow up dates on items or to delegate items to others To get the list of items in one of the personal basket categories you tap on the respective entry in the navigation area To move an item to a specific category tap on the item in the task list area long enough to have ot change its color drag it to the navigation area and drop it there If you drop it into the follow up bar you will be asked for a follow up date and time If you drop it into the delegate bar you will be asked for a person to delegate it to and a follow up date 2 2 Working with items 2 1 Filters The filters section offers you a list of pre configured filters that you have subscribed to To change this list you need to go to your server using a web client with the same server URL you are using in Teamgeist 2 1 States Each item or task has a state The most simple model has two states open or closed To change the state of an item you can drag it onto the respective field in the navigation area and drop it there If in all workspaces you have access to only the two basic states are defined the states section in the navigation area will not be shown In the task list area you can change states using a check box 2 1 Last used This section lists the filters that you have used last 2 1 Switching view
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