Help

Jive SBS is a collaboration application that you use through a web browser. In Jive SBS you can:

• Create and find content. From documents to blogs to discussions, pick the best vehicle for your thoughts. For more information, see:
  • What kinds of content can I create?
  • How can I find content?
• Ask questions. Discussions and polls provide ways to take the pulse of your community. Also see:
  • What can I do with discussions?
  • How do I create a poll?
• Share ideas and ask for feedback.
  • What can I do with blogs?
  • What can I do with discussions?
• Collaborate with other people. 
  • What does it mean to collaborate in Jive SBS?
  • What is a project?
• Stay on top of what's happening.
  • How can I find content?
  • How do I get notified about changes to content?

You have access to menus through the keyboard. The exact keyboard combination will vary depending on which browser you're using, as show in the table below. Note that once the menu is open you can use the up and down arrow keys to navigate; press ENTER to select an item.

You can personalize the home page so that it shows the things you care about most. As you and others use Jive SBS, the amount of content there will grow. You'll develop a preference for certain people's blogs, for discussions in certain areas, and you'll learn that some areas just rarely have something you need. When personalizing your view, you use widgets, which are windows on content either inside and outside of Jive SBS, even into other communities you're a member of.

To start personalizing your home page, click the Your View tab, then click the personalize link. Jive SBS will display a layout screen with a set of widgets listed at the top and a default layout beneath it. Here are a few simple steps for customizing:

1. In the layout area beneath, find widgets you don't want displayed on the page and click their Remove button (that's a red X in the widget's upper right corner).
2. In the widgets list above, find widgets you want and drag them onto the layout area.
3. Tailor a widget to your needs by clicking its Edit button (that's a little pencil in the upper right corner).
4. Click a layout to arrange your layout's columns.
5. Repeat steps 1 through 4 until you have what you want, then click Publish Layout.

You'll probably spend a lot of time in your personalized page, but if you ever want to see the full view of content again, click the All Content tab.

Go to Your Stuff > Preferences. On the Your Preferences page, you'll be able to set your locale and time zone. You can also set whether a discussion thread and its replies should be displayed all on one level (flat) or indented hierarchically (threaded).

You might want to ensure you have the right locale chosen here if you intend to use Jive SBS from web browsers set to another locale -- such as in an Internet cafe in another country, for example. Your preference here takes precedence. By the same token, if you want to make sure you use the locale set by an administrator for the entire community, make sure that your web browser doesn't have a locale set (or else the browser locale will override the community setting).

In the email notifications preferences you can set whether you should automatically get an email when you create or comment on content.

You can search for people based on the content in their profiles, very much as you would search for content. This works even better when you and other people add to your profiles information that the rest of the community might be interested in. For example, you could add a list of the things you're skilled at, a list of your interests, and so on.

To find people, click Browse > People. On the People page, enter the terms you want to search for, then click Search People. If you get a lot of results from your search, you can narrow the list further by using the filter options to the right of the list.

When you click the name of someone in the search results list, you can get their profile and a lot more. You also get lists of the person's content, tags they commonly use, and more.

If it's enabled for your application, you can invite people from outside the application to join. When you invite them, they'll receive an email with instructions on how they can join.

Go to your profile (at Your Stuff > Profile) or to a space home page. In the Actions list click Invite friends to join. Fill out the short form to build the email that they'll receive, then click Invite Friends.

If the private messaging feature is available for your site, you can send messages to other people who use Jive SBS. Click Your Stuff > Private Messages, then click Compose Message.

Notice that you can manage private messages in the way some applications let you manage email. In addition to receiving and replying, you can create new folders for storing messages, save drafts of messages in progress, and so on.

A group is a place for you to connect with people who share an interest. A group can be about anything you like, such as a work-related interest or a favorite sport. People join a group to connect with discussions, keep track of things with documents, and have their say with posts to the group's blog.

When someone creates a group, they say what kinds of content the group can contain and who can join. Here are a few things to know about groups:

• A group can be about anything. No, really: a company soccer team, Linux hacks, or the latest uber-techno-house-hop releases.
• A group can contain documents, discussions, and blog posts, just as a space can. The group's owner decides what's allowed.
• A group can be open to all, hidden, and "by invitation only." It can be set up so that no one but its members can see it. It can also be visible, but set up so that its owner must give permission for people to join.

You can view a directory of groups by clicking Browse > Groups to get to the main groups page. On that page, you can also search for groups. Of course, you can also search from anywhere by using the seach box at the top of each page.

A group can be easier to find when the group's owner has added tags that help describe what the group's about.

Here are the steps to create a group:

1. Click New > Group.
2. On the Create a new group page, enter details for the group you're creating:

   Setting	What It Means
   Group Name	The name you want to show up at the top of the group page. This will be used at the end of a URL that links to the group (though you can change the URL by clicking the Edit link).
   Group Description	This will show up on the group's main page. Capture what the group's about in a way that will attract other people who might be interested.
   Tags	Enter words or short phrases that will help other people find your group. Enter words that describe your group's focus. To separate the words, put a space between them (you don't need commas).
   Group Image	A picture to display on the group's main page.
   Group Type	Choose a type that will determine whether your group can be seen by others and whether they can participate. With an open group, anyone can view content or participate at any time. In a members only group, anyone see content, but only those who've joined can participate. A private group is known to non-members, but only members can see content or participate. People can only become members after being invited or approved by the group's owner. A secret group is invisible to all but its members. People can become members only by being invited.
   Additional Features	What kinds of content should the group contain?

3. Select which features you want your group to have. People will be able to create the kinds of things you select.
4. Click Create group.

If you're a group owner, you can edit details such as the group's name, description, and so on — pretty much the same things you entered when you created the group. To edit this information, go to the group's main page, then click Edit group details in the Actions list.

If you're a group owner or administrator, you can customize the group's Overview page with widgets. Go to the page, then click the customize link on the Overview tab. You can drag widgets from the list at the top of the page, then arrange them on the page as you want them. For more information on customizing, see Designing Pages with Widgets.

A group's owner can invite other people by using Jive SBS to send them an email. Go to the group's main page. In the Actions list, click Invite people to join this group. In the form you get, enter the email addresses of people you want to invite and feel free to edit the message however you like. Keep in mind that if you're using a private version of Jive SBS, people who aren't already using it might not be able to join your group.

If people you want to invite are in your email address book, you can import their contact information. First, export contact information from the email application as a CSV file. After you've exported, on the Invite People... page, click the Import Contacts link to import the information into Jive SBS.

Depending on how the group's set up, the group's owner might need to approve new members.

You can import contacts from your email program or other contact tracker. You'll need to first export the contact list as a comma-separated values (CSV) file from your email program. Most email programs give you the ability to do this.

Once you have the contact list as a CSV file, go to your group's main page and click Invite people to join this group. There, click the Import contacts link and browse for the CSV file.

If you want to delete or resend invitations, you do so while managing group membership. This can be handy if you've got a lot of outstanding unanswered invitations. Go to your group's main page, then click Manage group members. On the Manage group members page, click the Open Invitations link and select the names of people whose invitations you want to delete or resend. Use the dropdown above the list to select the action you want to take.

Go to your group's main page, then click Manage group members. On the Manage group members page, select check boxes for the members you want to manage.

For the members you've selected, you can ban them from participating, delete their membership, send them messages, and more. You can also export their member information as a contact list you can then import into another application, such as an email address book.

You can change a selected member's role from administrator to member, or back the other way. An administrator role lets the member make the same kinds of changes you can make as the group's owner (except delete the group).

A group's administrator has almost all the same abilities to management a group as the group's owner does. (Although they can't delete the group.)

Go to your group's main page, then click Manage group members. On the Manage group members page, select check boxes for the members you want to manage.

For the members you've selected, choose an option from the dropdown, such as Change Role to Administrator or Change Role to Member.

You can add people as friends or connections when you want to keep up with what they're working on. When you create friends or connections (either by following them or adding them as friends), Jive SBS will show you the things they've been doing — posting to discussions or their blog, creating documents, and so on. You can also send messages to your friends.

Your list of friends or connections appears on the Friends or Connections tab of your profile. You can also add a widget for a view of your friends or connections when you personalize your home page.

To get started, go to someone's profile and click the link to friend or follow them.

Depending on how your community it set up, you can either "follow" someone or add them as a friend ("friend" them). When you choose to friend or follow someone, they're added to your list of connections (although they might need to approve it first).

Friending someone creates a two-way relationship with them -- they become your friend, too.

Following someone is a one-way relationship. They show up in the list of people you're following, but you don't necessarily show up in theirs (unless they choose to follow you).

You can remove someone on your friends or connections page. Go to Your Stuff > Connections or Your Stuff > Friends, then find the person you want to remove from the list. To remove them, click the Remove link on their listing.

The easiest way to keep up with friends is on your home page. When you personalize your home page, you can add the Friend Activity or Connection Activity widget. This one is like the Recent Activity widget except that it lists activity by your friends or connections only. As your friends or connections create new documents, make discussion or blog posts, and so on, what they do will show up in the widget.

You can create labels to group your friends or connections. When you apply a label to multiple friends or connections, the label becomes a way to group those people and the list to include only those with certain labels.

To create a label, first view your friends or connections by going to Your Stuff > Connections or Your Stuff > Friends. Under Filter by label, click Add/edit labels, click Create new label, enter the label text, then click Save.

To apply a label you've created to a friend, start by going to Your Stuff > Connections or Your Stuff > Friends. Locate the friend in the list of people you're following, then click the Labels link on their listing. In the box that appears, under Apply label, click the label you want to apply. To remove a label, click the Labels link, then click the label under Remove label.

Content you create includes documents, uploaded files, blog posts, discussion posts, and tasks. Depending on your community, you might also be able to create and upload videos. (In a way, profiles are also content because when you search for something, you get profiles, too.) You'll probably find that each of these types of content is best for particular uses. Be sure to see recommendations for documents, blogs, and discussions. You can also read more about the differences between them.

To create new content, click the New menu, then click the type of content you want to create. 

Documents, blogs, and discussions were born and raised on the Web, so you use them in Jive SBS as you would there. The following table suggests ways to think about the content types.

Jive SBS is a place to create and keep track of documents. You can use the built-in documents to author and edit content or you can upload files from outside Jive SBS.

• Documents are great for when a document will have more than one author — such as a document that describes team plans or one that will need to be reviewed by others before it's ready to publish to others. They're also an ideal place for just stashing information you want to hang on to for a while, such as a list of insurance contacts for the Human Resources department.
• Uploaded files give you a way to include files authored with another tool, such as Microsoft Word or Adobe PDF files.

For documents and uploaded files, you can:

• Specify the people who can edit a document, or who must approve it for publication. For more information, see How do I create a document that other people can work on?
• Manage versions (of documents) so that you can see what changed from one version to the next.
• Receive email notifications to know when the document is changed.
• Assign tags and tag groups to make the document easier to find by others.
• Display images.

To start creating a new document, click New > Document.

Posting to a blog is a great way to say something individual to other people on Jive SBS. Use a blog to express an opinion, call attention to something noteworthy you've seen (such as an article on the Internet), or make a proposal. Other people can comment on your blog posts, so that a blog is a great way to pitch ideas that could impact the team or the company. Of course, you can comment on posts, too.

Your setup might include several blogs, each allowing posts from specific people. For example, you might see "Bill's Blog" (with posts from Bill) or "Human Resources Blog" (with posts from people in the HR department). Your administrator creates blogs, associating them with particular people. If you've got something to say, get a blog going!

With blogs, you can:

• Assign tags when you're editing the blog.
• Import content from another blog. You'll need to first export the content to Movable Type format, then navigate to your blog, click Manage Blog, then click Import.
• Save the blog as draft before you're ready to publish. When you're editing, click the Save button.
• Display images.

To view blogs, go to the home page and click Blog Posts. To post to your blog, click New > Blog Post, select the blog you want to post to, then click Create new blog post.

To start a new blog post, click New > Blog Post. 

If you've got a blog, you can use its Blog Management page as a kind of dashboard to manage it. To manage your blog, click the Your Stuff > Blog menu, then click the name of your blog.

The kinds of things you can do there include:

• Write a new post.
• View the latest posts, comments, and trackbacks (a trackback is a link to a blog that has linked to yours).
• Import other blog content that's in the Movable Type format. This includes content exported from TypePad, WordPress, and Roller.
• Subscribe to content or comment feeds from your blog (the feed technology used is set by a system administrator).
• Set the blog's name and description, moderate comments and trackbacks, protect the blog by requiring commenters to log in, and turn its feeds off.

If you've got a blog in Jive SBS, you can import content from your other blogs. You'll need to first export content from those blogs into the Movable Type import format. Some blogging tools offer the ability for you to do that pretty easily.

Once you've got your exported content, you can import it into your Jive SBS blog using the following steps:

1. In Jive SBS, go to your blog's Blog Management page.
2. Under Blog Shortcuts, click Import.
3. At the Exported file box, click Browse and select the file you exported from your other blog.
4. Click Upload File to import.

Before

This is my <b>BOLD</b> HTML example.

After

<body>This is my <b>BOLD</b> HTML example.</body>

Discussions are made for brief questions or ideas you want the community to see. Usually you make a discussion post when you want to get quick feedback or know the answer to something. You can specifically mark a discussion as a question, such as when you have a specific question that another person probably has the answer to. That will help ensure that your question gets the kind of attention it needs.

When a discussion thread collects information that you want to preserve for other uses, you can save the discussion as a document. For more information, see How do I convert a discussion thread to a document? 

With discussions you can:

• Attach files. Click the Browse button while you're editing the discussion.
• Display images. Click the Insert Image button while you're editing.
• Assign tags and tag groups. Enter tags in the Tags box.

To start a new discussion post, click New > Discussion, select the space you want the discussion to live in, then click Create New Discussion.

You can use the Insert Raw HTML menu (from the content editor's toolbar) to add HTML markup to your content. You can also click the HTML link in the editor's toolbar when you want to directly edit the HTML that's being written as you're working. Note that this markup is translated to the formatted text you see in the full editor, so you'll still need to use the Insert menu to add raw HTML markup and have it displayed that way.

Some kinds of HTML markup can cause the site to be less secure. For this reason, certain HTML tags aren't supported by default. When you use these tags in the code macro, Jive SBS will remove them before displaying the content (although they'll be there when you return to edit the content). Here's a list of what's not supported:

Tags: <embed>, <html>, <head>, <iframe>, <link>, <meta>, <object>, <script>, <style>

Attributes: action, class, method, on* (such as onClick), *src*

You can include an image in the text of your content. Here's the step-by-step process:

1. Navigate to the content and click the link to edit it.
2. Click the Insert Image button on the toolbar.
3. In the Insert Image page, upload an image from your computer, browse for an image you want to add, or insert one from the Web.
4. Click Insert Image.

You can have video from another site, such as Vimeo.com or YouTube.com, displayed in your content. The video itself isn't attached to your content, but linked from the site itself.

1. Navigate to the content and click the link to edit it.
2. Click the Insert Video button on the toolbar.
3. If your community supports uploading videos, you'll see a From the Web tab. Click From the Web to link to a video rather than upload one.
4. Select the type of video you want displayed (such as Vimeo or YouTube),
5. Enter video information by pasting it into the video URL/code box. You can get that information from the video site. For example, when you're watching a YouTube video you'll find an embed box with the code inside. Here's an example (yes, they can be kind of long!):

   <object width="425" height="344"> 
       <param name="movie" value="http://www.youtube.com/v/mji4nAk_8ZY&hl=en&fs=1"></param> 
       <param name="allowFullScreen" value="true"></param>
       <embed src="http://www.youtube.com/v/mji4nAk_8ZY&hl=en&fs=1" 
           type="application/x-shockwave-flash" allowfullscreen="true" 
           width="425" height="344">
       </embed> 
   </object>

6. Copy that code from the site and paste it into the video URL/code box in Jive SBS.
7. Click Insert Video to add the video into your content. When you publish the content, others will be able to play it.

You can upload your own video for viewing by other people in the community. If you have a webcam, you can even record the video you're uploading. As with other content, you can add a title, comments, and tags to go with your video. You can also browse videos that have been added by other people.

To add video to the community, use the following steps:

1. Click New > Video.
2. Choose a location in the community for the video.
3. On the Create New Video page, add information and upload your video.
   • Add a title and description.
   • Add tags so it's easier for others to find the video.
   • Browse for a video to upload or record a video with your webcam.
4. Once you've selected or created a video, click Upload to add it to the community.

   Note that it might take a little time for the video to be uploaded and prepared for the community. Until that's done, no one will be able to watch it.

After you've uploaded videos, you can add them to content. To do that, click the Insert Video button while you're writing your content. In the Insert Video box, you can choose from your uploaded videos, choose one from your computer, or record one right then.

Uploading a file is a great way to include an externally-authored document or track its progress. For example, you can upload a document, then add collaborators so that it gets reviewed by other team members.

You can also attach files to other content, such as documents, discussion posts, and blog posts. 

To start uploading a file, click New > Document, then click Uploaded File.

You can view the differences between two versions of a document that has been edited and published multiple times. You can also delete specific versions or restore a previous version so that it is the current version.

To manage a document's versions, navigate to the document and then click Manage Versions. On the Manage Versions page you can view changes in one version from the preceding by clicking the Changes icon for the later version; you can select the check boxes for any two versions to compare them. You can also restore and delete previous versions.

To move a discussion thread from one Jive SBS space to another, navigate to the discussion and click Move Thread.

When you want to save a discussion into another format — such as to preserve its information for another use — you can convert the discussion thread to a document. When you do, Jive SBS will create a new document that contains the original post and all replies in the discussion. You can edit the new document and save it. The discussion itself will not be removed.

To convert a discussion to a document, navigate to the discussion, then click Convert thread to document. 

If you're an administrator or moderator, you can ensure that no one will be able to add more replies to a discussion thread. Navigate to the discussion thread and click Lock Thread.

You can post new content simply by sending an email to Jive SBS (if the feature is enabled). You can view a list of the email addresses for spaces, projects, and groups that you're watching or are a member of, along with addresses for blogs you're an author on. To post content, send an email to the address you want. The subject line of your email will be the posts title, while the email's body will be the post's body. To view the addresses, in Jive SBS go to Your Stuff > Mailing Lists.

This can be especially handy for posting when you're away from your computer and can't open Jive SBS in a browser. For example, you could add your mailing list email addresses to your email address book. if you have a mobile device (such as a cell phone) that sends email, you'd have access to the addresses to make new posts when you've got only your phone to do it with.

If you're subscribed for email notifications to content, you can post a reply simply by replying to notification email. For example, imagine you're subscribed to notifications on a discussion thread. When someone posts a reply to the discussion, you'll get an email about it from Jive SBS. Reply to the email, type your discussion reply just as you'd type a reply to any email, then send the email. If Jive SBS is set up to receive replies via email, your reply will be posted as if you'd logged in and posted it.

When posting this way, be sure to leave the special code at the end of the subject line. The code will be numbers and letters in square brackets, like so: [Xxxxx-xxx-xxxx].

Jive SBS is designed for collaboration. Over time, as you and others use Jive SBS -- adding and tagging content, capturing ideas in documents, expressing ideas in blogs, asking and answering questions in discussions -- you'll find that the application shapes itself to your needs. Through your collaboration, you'll develop a list of tags that describes your content intuitively, a group of people who seem to always have answers when people ask, and a batch of ideas that arrive because you can see what others are thinking and working on.

In more concrete terms, with Jive SBS you can:

• Work with others to co-author a document that you can all contribute to (document). See How do I create a document that other people can work on?
• Designate others as reviewers on a document. See How do I create a document that other people can work on?
• Add or receive comments on documents, blog posts, and discussion posts.
• Create or respond to a poll.
• Add tags that you and others can use to find content.

By default, when you create a new document, the new document allows multiple authors. In other words, by default anyone else can make changes. You can also limit the list of people who can make changes.

You can create a document that only certain people can see or edit. You can add editing collaborators at any time before you publish the document -- such as when you first create it or after you've saved it as a draft.

While you're editing the document, click the Collaboration Options link. Under Users who may edit, click Specific Users (to allow others to edit) or Just <MyName> (to allow only yourself to edit). If you want to allow specific users, click Select Users to browse for the names of people you want to be able to edit the document. For each person able to edit the document (including yourself), they'll be able to reach the document from their Your Stuff menu or in their profile on the Your Stuff tab.

While you're at it, you can also choose people who must approve a document before it can be published. (The space in which the document lives might also have people who must approve documents there. Their approval will be needed, too.)

You can create a document that someone needs to approve before it can be published. You can do this at any time before you publish the document -- such as when you first create it or after you've saved it as a draft.

While you're editing the document, click the Collaboration Options link. Under Users who must approve for publication, enter the name of the person who should approve. You can also click Select Users to browse for the person's name.

You can post an announcement that will appear on the home page for a particular space. 

To create an announcement, navigate to the space's home page and click Create an announcement. On the Post Announcement page, you can set the announcement text as well as when and for how long the announcement will be visible.

Ask a question by posting it as a discussion. There might be another person who has the answer to your question and can post a reply. You can mark a discussion post specifically as a question when you create the post. (If you don't initially mark the discussion as a question, you'll have 15 minutes to change your mind. Within that time, you'll see a link to change your mind in the discussion post.)

To post a question, click New > Discussion, then click Create New Discussion. Under Post New Thread, after titling and describing your question, be sure to select the Mark this thread as a question check box before clicking Post Message. 

If you post a question and someone replies with information that you can use, it's a good idea to mark their reply as either helpful or correct. That way, others who have the same question can quickly see which replies might be most useful for them. A helpful reply is on the right track, while a correct reply answered your question. Keep in mind that you and others get more status points for posting replies that are marked as helpful or correct!

When you feel that your question has been answered, you should mark the original question as answered. That way, people will know whether or not to keep trying to answer your question.

A poll is a way to ask a multiple choice question of other people in the community. When you create a poll, you define the question and the possible answers. The poll appears on the home page for the space it's created in. As people respond to the poll, results are shown graphically as colored bars. (Jive SBS ensures that a person has only one opportunity to vote in the poll.)

To create a poll, navigate to the space where you want the poll to live. Under Actions, click Create a poll. 

There are three main ways to find things in Jive SBS: by browsing, by searching, and by tags.

Browsing. One of the easiest ways to browse for content is to use the menus at the top of each page:

• The Your Stuff menu lists things that are specifically about you (such as your profile or preferences) or that you created (such as documents, blog posts, and discussion posts you made).
• The History menu lists pages you've looked at most recently. Note that this history is related to your browser's; if you delete your browser's history, your Jive SBS history will go, too.
• The Browse menu gives you a way to go to the home page for a particular space or to pages where you can browse for content. You can also browse for content, people and by tags by clicking the links in the list at the right of the home page.

Searching. You can search for content using the search box in the upper right of each page. Enter your search phrase. Notice that a search is done for you as you type -- click an item that looks promising. Click the Search button if what you're looking for doesn't show up in the list. See results on the Search page. You can sort search results, filter search results by content type and time. You might also see search results from outside your community listed on another tab. You'll get these if your system administrator has connected OpenSearch sites to your community.

Bookmarking. You and others can bookmark content as a way to find it more easily later, but also to point out things you think deserve more attention. You can bookmark content in the community or sites outside it. When you bookmark something, you can add notes and tags for others to use (although you can also make bookmarks personal, too).

Tags. When people assign tags and tag groups to content you can use the tags to find the content again. Jive SBS displays tags in a "tag cloud" where you can click a tag to see the content associated with it. For example, if you navigate to a space home page (click Browse, then click the name of the space), you'll see a tag cloud of popular tags (by default, on the lower left of the page). Notice that the tags listed there are in alphabetical order, but that they're displayed in different font sizes. A larger font means a tag that is assigned to more content.

To help other people find the content that you create, try the following:

• Put the content in a place where it's likely to be discovered. For example, be sure to choose the best space in which to create the content. (Note that after you  create a document in one space, you won't be able to move it to another.)
• Bookmark content so that you can others can find it simply by browing bookmarked items.
• Apply tags and tag groups to the content. Tags give other people a way to find things based on the ways your community thinks about them.

Don't forget that you can make yourself easier to find by adding information to your profile that other people might be interested in looking for. What are you good at? What do you know? Add these to your expertise list.

Tags are like index keywords you and others assign to content and use to look for content. When you create or edit content, it's a good idea to make sure that the list of tags assigned to the content accurately describes what's in it. One way to do this is to ask yourself what tags you would use to look for this content if you were searching for it.

Tag groups collect tags so that you can find content by or assign all of the collected tags at once. For example, if you wanted to browse content via a tag group that collected the tags new_products and research, you'd get all content to which either tag had been assigned (rather than, say, any content to which both tags had been assigned).

As a general rule, always try to make sure that content you edit has a useful set of tags and tag groups assigned to it.

You can assign tags and tag groups to the following content types when you're creating or editing them:

• A document, such as a document or uploaded file (but not its comments).
• A blog post (but not its comments).
• The initial post of a discussion thread (but not its replies).

To assign tags, open the content for editing and scroll to the bottom of the page. Beneath the editing window, in the Tag box, type the tags you want to assign to the content you have open. Where possible, it's best to use tags that already exist. That way, you stand a better chance of assigning tags that people are already familiar with and that might be assigned to related content. The easiest way to apply existing tags is to just click the name of a tag in Popular Tags list; if you know the name of an existing tag (or if it's not listed), you can also just type it.

When you want to keep your eye on particular content, you can use bookmarks, feeds (such as RSS) and email notifications.

• By bookmarking content (both inside and outside the community), you can get back to it quickly later. You can even make the bookmark visible to other people so that they can find it and know what you're keeping your eye on. With notes on your bookmarks, you can describe why you like (or don't like!) the bookmarked item.
• Feeds (such as RSS) give you a way to see information about content changes and additions all in one place. To view the list of changes you use what's called a "feed aggregator," or "feed reader." By subscribing to feeds and using a reader you can view updates about content changes and additions through a single tool.
• With email notifications, Jive SBS sends you an email each time content you're interested in (that is, for which you've requested email notification) is changed or added. Requesting email notification is a way to get updates about content changes and additions in a more immediate way.

If you're familiar with social bookmarks and Digg, you might see what's great about bookmarks. You can bookmark any content in the community, and even sites outside the community. Bookmarking something adds it to the list of your bookmarks (either public or personal) under the Your Stuff menu for easy retrieval later. You'll also be adding to the number of people that have bookmarked that item. So you can easily see if content is popular based on the number of people that have bookmarked something. If you want to see the things that other people have bookmarked, click Browse > Bookmarks.

With bookmarks, you can share the things you find with other people in the community. If you find content on an external site that you think would interest others in the community, simply click the Add to Jive SBS button in your browser, and the bookmark will be added where other people can find it and even comment on it.

To bookmark inside the community, navigate in your browse to the content you like, then click Bookmark This under Actions. To bookmark a site outside the community, click New > Bookmark, then enter the URL for the site you like. You can add notes and tags to go with your bookmark Let others know what you like about it!

You can make it easier to bookmark in your community sites you find on the Web. You do this by adding a special button to your browser's toolbar. Click Your Stuff > Bookmarks. In the box at the top of the page, click Install the button, then drag the button from the Add Site box to your browser's toolbar.

Feeds are a way for you to keep track of changes or additions to content you care about. (RSS is a popular feed type Jive SBS supports; "RSS" stands for "Really Simple Syndication.") By "subscribing" to the feed for content in Jive SBS, you're asking to have easy access to information about content changes or additions. A feed brings you a list of updates that you can view in a feed reader (also known as an aggregator). See How do I use the feeds I get? for more info. Subscribing to feeds is an alternative to receiving email notifications, in which an email is sent each time content is changed or added (although you can also do both). You might prefer email notifications if you want to receive updates in a more "passive" but immediate way.

You can subscribe to feeds for content lists (such as a list of blogs, discussions, or documents you'd view), spaces, or for discussion threads.

To view feeds you use a feed reader (also known as an aggregator). A reader is designed to collect information about content from the places whose feeds you've subscribed to. This could be as simple as using your web browser to collect the feeds (recent versions of Firefox, Internet Explorer, and Safari support this). To try this out, simply go to a Jive SBS community (or piece of content) you want to receive updates on and click the feed icon there. There are also reader applications that are specifically designed to help you collect feeds.

For the feeds you've subscribed to, you'll typically get a list of summaries for content that has recently been added or changed. You can view the content itself or mark it in the list as having been "read."

To subscribe to the feed for content, you add the link URL for the feed to your feed aggregator. One way to get the URL is to click the feed icon when you're viewing content, then copy the URL out of the address bar at the top of your browser. You can also get the URL from a list of all the available feeds for a space by clicking Subscribe via RSS under Actions.

You can have Jive SBS send you email when content you care about is added or changed. This is an alternative to feeds, which require a feed aggregator (although you can use both feeds and email notifications, of course). Because an email is sent for each notification you request, you might prefer subscribing to feeds if you'd rather not get all the email.

To begin receiving email notifications, navigate to the area you care about — a space or document or blog, for example — and click Receive email notifications under Actions. To stop receiving email notifications, click Stop email notifications instead.

With a project, you collect people's content in a way that focuses their work along a schedule toward a specific goal. A project is a great way to give collaborative work a context that's time-based and outcome-based.

Like a space, a project can contain various kinds of content, including tasks. You can create tasks with titles and descriptions, assign them to people, set due dates, and mark them as complete. As with other content, you can assign tags to tasks, too.

You can add checkpoints to a project as a way to focus efforts to make sure your project is going as you intend. A checkpoint is merely a named place in the schedule, and it's often used as a point at which to take stock.

To help you manage your project's progress, Jive SBS provides visual cues that snapshot the project. On a project's home page (which you can customize with widgets, as with other main pages), you'll get a checkpoint timeline that shows where your checkpoints are between the project's start and finish, and where the current date falls on the timeline. A project calendar captures task due dates and checkpoint dates in a traditional calendar style.

To create a project, navigate to a space's main page, then click Create a Project in the Actions list. Give the project a name and include descriptive details, then add a target date for completing the project. Click Save to enter your new project's home page.

Projects are different from spaces in that projects can contain tasks and the time-based information you can use to track the project's progress. A project can also have checkpoints and an overarching outcome associated with it. In other words, a project provides the tools you need to focus collaboration along a schedule toward specific goals.

But the projects and spaces are similar. Like spaces, projects are containers for content people create, including blog posts, documents, and discussions. In one sense, a project is like a space that's inside another space. A project gets its permissions from the space containing it. In other words, people who can get into the containing space and view, edit, or create content there can do the same in projects inside the space. Note that posts to project blogs are visible outside the project in the way that posts to space blogs are visible outside the space.

You can only see content for a project outside the project if you're able to get into the project itself. If you are, then project content will show up in your searching and browsing, as with other content. You can also use widgets as windows on project content. For example, you could personalize your home page with the Your Tasks or Your Projects widgets so you can stay on top of the things assigned to you.

You can import and export tasks between a Jive SBS project and other project management tools. To import task information, first export the information from your other project management tool, saving it as a comma-separated values (CSV) file. After exporting, go to your project in Jive SBS and click Import/Export Tasks in the Actions list. On the Import/Export Tasks page, under Import tasks from a CSV file, click Browse to locate the CSV file you exported, then click Upload File. The next page shows the column titles for Jive SBS tasks (such as "Description Field," "Assigned To Field," and "Due Date Field"), with dropdowns that list column titles found in the CSV you're uploading. Use the dropdowns to map a different CSV column title to each of the titles in the Jive SBS project. This will determine where the information will go in the Jive SBS project. The page displays a preview using information found in your CSV file. Click Proceed to accept the mappings. On the next page, you can clear check boxes for those items you don't want to import. You can click the edit link for a task to edit task information before you import it. Click Import Selected Tasks to import the information.

When you export task information from a Jive SBS project, you begin by clicking Import/Export Tasks, then choose Export or Choose Tasks.