MissionBox 3.2 Upgrade Notes
The MissionBox 3.2 release focuses on increased clarity and stricter controls for content visibility, streamlined interactions for your most common tasks, and new tools to expand your engagement capabilities within MissionBox.
For this release we have focused on enhancements that will help streamline the content creation, management, and editing process as well as the functions for updating the group layout page.
Updates to Group Layout Editor Mode
We received customer feedback that the process of entering into "Edit" mode for the Group layout page was not an intuitive process. As seen in the image below, the group admin would need to click the "Edit" tab, in order to enter into edit mode and update the layout
PRE 3.2 - Previously, the "Edit" tab was located in the top nav menu for the group layout page under the group title, and a user would click on the tab to enter "Edit" mode.
POST 3.2 - With the 3.2 Upgrade, we have turned the Edit tab into a button and positioned it in the bottom right hand corner of the user screen.
The orange "Edit" button will change so that users can see if they are in "Viewing" mode or "Editing" mode. When reading content, "Viewing" is bold with "Edit" to the right. Clicking the Edit button switches users to Editing mode, and the button turns bright orange with "Editing" in bold and a "Done" button for saving. Content automatically saves, so sometimes the "Editing" button text will change to "Saving. . ." To make it easier to find, the Edit button will follow users as they scroll so that they can click it at any time.
The "Settings" menu has been moved and is now located under the "Group" tab
The Group "Settings" menu now has a new option available under "Visible Components" called "Workflow" for users wanting to activate the new Workflow feature released with 3.2.
Updates to Edit Menu for Content Panels
The Edit menu for Content Panels have also been updated for better ease of use for group administrators who are editing the group layout.
Pre 3.2 - The user selected the type of Content to display in the "Display Content" field and then used "Display Templates" dropdown to further define automatic filters for displaying certain types of content.
The user clicked on the Display Templates dropdown and would see a list of options to display by
Selecting "Custom (Manual)" would allow users to click "Select Content" at the bottom of the Panel Editor Menu and hand pick articles to show in the panel.
Post 3.2 - Users will start the process of creating a new content Panel by entering the basic details - Location, Panel Title, Content Type
Content Type will display all of the type of content available in MissionBox.
Once the user has selected a content type, they will see the full Editor menu for the Panel expand.
Users will select a Content Selection value to indicate if they want to "Automatically" pull content based on filters or if they want to "Manually" select the content that will display in the panel.
If the user selects "Automatic" then they will see a preview box of the panel filters with a count of matching items and the option to update the filters. A default filter for the current Community and the Group are added automatically for new panels but can be updated as needed.
If the user clicks "Update Filter", they will be taken to the Content Search page where they can apply various filters to further refine the panel content.
If the user selects "Manual" for the Content Selection dropdown, they will see a button to "Select Content", and they can manually choose the content they want to include. Keep in mind that "See All" links are not available for manual selection panels.
Users can click "Apply" at the bottom left side of the Panel Content selection screen to save their selections.
Once a user has clicked "Apply" and returned to the Panel Edit mode, they will not be able to select "Done" to save and exit Edit mode until they have published the panel changes or cancelled them. Users will see the following warning message if they do not select publish or cancel for the Panel Edit changes before clicking the Done button.
Updates to Content Editor Mode
The Article "Settings" menu has been streamlined, and certain properties now display directly on the article page with an On/Off toggle and as options on the Visible Components list.
The article settings that will now display as visible components on the page in Edit mode are:
- Author Bio
- User Responses
- Affiliated Organization
- Affiliated Business
Action Items will also display under the "Visible Components" list as a new option.
With the 3.2 Upgrade, users editing an article will have an "Edit" button located at the bottom right corner of the screen that will follow them as they scroll and that they can click at any time.
Once in "Edit" mode, users will now see On/Off toggles that will appear alongside the Article properties.
Users can click the On/Off toggle to make a property visible on the Article page when in "Viewing" mode or hide it from display .
The following is a list of all properties on an Article that will appear with an On/Off toggle:
- Main Image - A main image can be uploaded to display at the top of the page in Viewing mode or can be set as hidden so that it only shows as a thumbnail when the article is previewed in panels and search.
- See More (Article Type) - Article Type tags allow user to classify the type of article being created (i.e. meeting minutes, training, acknowledgements, etc.). Users can add custom values to this menu.
- Find More Articles About (Collections) - Collections is a way for users to apply custom tags to indicate the category/Purpose of the Article (i.e. Board Onboarding, Program Guidelines, Client Agreements).
- Author Bio - Author Bio will allow users to identify an Author for the Article, whose name will display in the By line at the top of the article, show in a bio at the bottom of the article, and appear in panels where the "include Author" option is selected.
- User Response - Users can add one custom question collecting custom responses to their Article.
- Action Items - Users can now assign tasks connected to an article to themselves or others based on the article content or related follow up tasks.
- Affiliated Organization - Users can select an Affiliated Organization to associate with the article, and this creates a link to the Organization Profile.
- Affiliated Business - Users can select an Affiliated Business to associate with the article, which will create a link to the Business Profile.
With the 3.2 Upgrade, MissionBox has also focused on adding new functionality that will aid organizations in managing tasks associated with content their creating as well as new options for messaging to group members.
Action Items are a new tool that will allow you to add tasks to an article that you've created so that you can assign tasks to yourself or other group members and track progress against those tasks.
Action Items can be activated on an article in the Article Settings menu under "Visible Components"
Action Items will display on the right hand side of the Article or Events page with a "+Item" button to allow users to add action items.
When clicking the "+Item" button to add a new Action Item, the user will see a set of fields they can set to customize the Action Item.
When adding a new action item, users can fill in the following values specific to each Action Item they are adding:
Action - Write in what the specific action or task is that they want to achieve or ensure gets done.
Description - Provide further details, if needed, on the task that to be accomplished.
Assigned To - By default an action item is assigned to the person creating the action item. However, an action item can be assigned to any member of the user's group or left unassigned so that another user can choose to take it on.
Start - Determines when the Action Item will begin. This can be right away, on a certain date, or when the Action Item before this one in the list is complete.
Start Date - The user can set a specific date for when they would like the Action Item to start.
Due - You can determine when the Action Item should be completed by choosing to have it due - ASAP, On a Specific Date, After specified number of days, or Eventually
End Date - You can determine when exactly the Action Item should be finished by choosing a specific date.
Users can save an Action Item by clicking the "Save" option at the bottom right corner of the Action Item they've added. This saves only that specific Action Item. Each Action Item must be saved individually.
Saved Action Items will display in a list under the Action Items header at the upper right side of the article page or after the article content on mobile devices.
Users can update an Action Item's status and add notes by clicking the "Update" button in the bottom right corner of the saved Action Item
Users can update the Percent Complete field to indicate progress. They will also have a Mark Complete button available at any time to complete an Action Item and set it at 100% whenever they're ready. In Update mode, the user will be able to add a note related to that particular update using the "Note" field.
The Percent Complete field allows users to track progress in increments of 10 on a scale of 0% (not started) to 100% (complete).
Users can see all activities related to the changes and updates to the Action Items in the "All Activity" tab of the specific Action Item.
Along with Action Items, a Group Admin can now build Workflows so that a template sets of Action Items can be added to any article at any time. Organizations can add a workflow to capture the essential steps that need to be taken for specific, recurring processes to be fulfilled. An example of a Workflow would be a list of Action Items representing the tasks related to onboarding a new staff, which would need to be completed each time a new person is hired.
Workflow can be added at the Group or Community Level and activated in the Settings for Groups and Communities as a Visible Component.
When creating a Workflow, the group admin can build a Workflow with the following different levels of availability:
- Community Wide - Workflow will be available to all groups
- Private - Workflow will only be available to the group you're creating the workflow within
- Selected Groups (Owned) - You can manually select the groups that the workflow will be available to from the groups that you're an administrator for
To add a Workflow, click the "+Workflow" button to the right of the sharing level you would like it to have. The Workflow editing Screen will open for you to complete. In the center for the Workflow create screen you can fill in the following details:
Name - Give your Workflow a name that will reflect its purpose and be easily recognizable to group members.
Description - Add a description so that others will understand the purpose of the workflow
Default Success Message - Add a Default Success Message that end users will see when they complete an Action Item added from the Workflow
Visibility - Lets the group admin adjust the availability of the Workflow to groups within the Community.
Once you have entered the details of the overall Workflow, you can add Action Items by clicking the "+Item" on the upper right side of the screen.
The Group Admin can add as many Action Items as needed to a Workflow, and each Workflow must contain at least one Action Item. The Action Item placement can be adjusted using the up and down arrows that appear in the settings display for a specific Action Item, and this is helpful for positioning tasks that need to be started after the preceding task.
Group Admin will see all existing Workflows available to a Group under the Workflow tab of the Group.
Once a Workflow is created, it can be added to any article that has Action Items activated as a Visible Component. This will add all of the Action Items in the Workflow to that Article, and those Action Items will be edited and updated individually. Later changes to the Workflow will not alter existing Action Items in articles.
A "+Workflow" button will show up along side the "+Item" button in the upper right corner under Action Items.
Users adding a Workflow will then be able to select from a dropdown of available Workflow sand click Apply to have the set of tasks populated into the article
The template set of Action Items associated with the Workflow will populate into the right side of the Article. Users can customize them as needed by updating the settings for each Action Item.
Widget Panel - Whiteboard
Widget Panels are a new type of panel that will support various types of functionality available on the Group Layout page. The first function we will be making available is the "Whiteboard".
The Whiteboard will allow you and other group members to write ad-hoc messages directly onto your Group layout page.
Once a Whiteboard panel is added, group members can type directly into the Whiteboard box to leave messages, edit text, or delete content in the Whiteboard.
The Whiteboard can be added to any panel location on the Group layout page.
Please contact firstname.lastname@example.org with any questions related to the 3.2 Upgrade.