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Back to Lotus Collaboration Course Catalog

Course name :   IBM Lotus Quickr End User Training Brand: Lotus
Code: QRC10 Target Audience: End Users Format(s): Classroom Days: 1
Introduction:   This instructor-led course teaches users how to participate as members of a Quickr Place, as well as how to create and manage a Quickr site.
Objectives :

By the end of this course, you should be able to:

 

  • Access and navigate a Quickr Place.
  • Search for and create information in a Quickr Place.
  • Use the Calendar and Quickr Place News.
  • Communicate with Quickr members.
  • Create and customize a new Quickr Place.
  • Organize a Quickr Place.

 

Topics :

  • Lesson 1: Introducing Lotus Quickr
  • Objectives
  • What Is Team Collaboration?
  • Composition of a team
  • Criteria for Team Collaboration
  • Collaborating with Quickr
  • What Can You Do in Quickr?
  • How Do Members Collaborate in Quickr?
  • What Is a Quickr Place?      
  • Other Elements of a Quickr Place
  • Scenario for This Course
  • Organization of the WCC Quickr Place
  • Contents of an Inner Room

 

  • Lesson 2: Getting Acquainted with Quickr
  • Objectives
  • Entering a Quickr Place      
  • Access a Quickr Place        
  • Requirements for running Quickr
  • Navigating in a Quickr Place
  • Areas in a new Quickr Place...
  • How access levels determine what you can do in a Quickr Place         
  • Navigating a folder
  • Using index folders
  • Sorting folder listings
  • Locate and open a page in the master Index folder
  • Searching for Information in a Quickr Place
  • Perform an advanced search
  • Bookmarking Quickr Pages
  • Bookmark your Quickr Place Home page
  • Finding and Bookmarking Quickr Place Pages Exercise
  • Tracking Current Events      
  • Access your Calendar and change its view
  • Create a Calendar Page    
  • Options for publishing Quickr Calendar pages…
  • Publish a Calendar page
  • Create a Calendar page     
  • Keeping Up-to-Date in Quickr
  • Accessing the What’s New page   
  • View What’s New in a Quickr Place
  • Receiving the Quickr Place News newsletter
  • Unsubscribe to the Quickr Place News newsletter
  • Tracking Tasks in Quickr
  • Viewing tasks
  • Viewing milestones
  • Manage your assigned tasks
  • Create and assign a new task
  • Publish a task page
  • Managing Your Quickr Place Membership
  • View and change your membership information

 

  • Lesson 3  Communicating with Other Quickr Members

  • Objectives
  • Chatting with Quickr Place Members
  • Participate in a group chat
  • Invite others to join an ongoing chat
  • Join an ongoing chat
  • Accessing Incoming Mail
  • Read incoming mail
  • Participating in a Discussion Forum
  • Create a new discussion topic
  • Respond to a discussion topic
  • Finding and Completing an Assigned Task Exercise

 

  • Lesson 4 Contributing to a Quickr Place       
  • Objectives
  • Posting Information in a Quickr Place
  • Using the Quickr Page editor
  • Create a Quickr page using the Quickr page editor
  • Import an image from the Quickr Image Gallery
  • Add a link to a Web page
  • Attach a file to a Quickr page
  • Using Microsoft Word as your Quickr page editor           
  • Use Microsoft Word to create page content
  • Creating a Personal Biography Exercise 
  • Publishing a Quickr Page
  • Publish a Quickr page with options
  • Importing Content into a Quickr Place
  • Import external content to a Quickr page   
  • Creating Links to Information
  • Create a link page
  • Editing Pages Created with the Quickr Page Editor
  • Edit a page created with the Quickr Page Editor
  • Checking out pages for editing
  • Check out and edit a Quickr page
  • Edit file attachments created with Microsoft applications
  • Editing Quickr Place Pages Created with Microsoft Applications
  • Edit content created with a Microsoft application
  • Replace page content with a new or revised file
  • Modifying an Imported Quickr Page
  • Edit the imported contents of a Quickr Place page
  • Replacing the imported content of a page
  • Revision Tracking in Quickr
  • Create a revision copy of a Quickr Place page
  • Creating and Adding an Agenda Page to the Calendar Exercise
  • Quickr Wiki
  • Create a Wiki Entry
  • Wiki Document History
  • Display Edit History
  • Quickr Blog
  • Create a Blog Entry
  • Blog Comments       
  • Enter Comments
  • Using Connectors
  • Objectives
  • Installing Connectors
  • Installing Lotus Connectors Software
  • Adding Initial Places to Lotus Connectors
  • Adding More Places to Lotus Connectors
  • Connector Preferences
  • General Preferences
  • Send Link Preferences
  • Places Preferences
  • Preferences for a Specific Place   
  • Server Preferences
  • Preferences for a Specific Server
  • Microsoft Office Preferences
  • Microsoft Outlook Preferences
  • Lotus Notes Preferences

 

  • Lesson 5 Using Connectors
  • Using the Microsoft Office Connectors
  • Open a Document from a Place
  • Check Out an Open Document
  • Check In a Document
  • Adding a Document to a Place
  • Adding a Document to a place and Editing
  • Using the Microsoft Windows Explorer Connector
  • Open a Document from a Place
  • Check Out a Document
  • Adding a Document to a Place
  • Adding Multiple Documents to a Place
  • Adding a Document to a place and Editing

 

Module B: Creating and Customizing a Quickr Place

 

  • Lesson 6 Creating a Simple Quickr Place

  • Objectives
  • Creating a Place
  • Create a new Place
  • Regulating Access to a Place
  • Granting access to new members
  • Grant access to new members
  • Rules for creating user names and passwords
  • Adding Members to Your New Place Exercise

 

  • Lesson 7 Decorating a Quickr Place
  • Objectives
  • Introducing the Quickr Decoration Tools
  • Personalizing the Welcome Page
  • Edit your Welcome page
  • Setting Basic Place Options
  • Change Place basics
  • Decorating Your Place
  • Choose a theme for your Place
  • Creating a Custom Theme

 

  • Lesson 8 Organizing a Quickr Place
  • Objectives
  • Adding Rooms to a Place
  • Default Contents of a New Room
  • Create a New Room
  • Delete a Room
  • Control the appearance and order of new objects
  • Decorating a new room
  • Managing Access to a New Room
  • Create a new group
  • Creating and Organizing a New Room in Your Place Exercise
  • Organizing Information in Folders
  • Types of folders        
  • Create a new folder
  • Creating New Forms
  • Standard Quickr fields
  • Designing a simple form     
  • Create a simple form
  • Modify the Title field
  • Add fields to a simple form
  • Adding Workflow to a Form
  • Set up a review cycle for a simple form
  • Finish your simple form
  • Fine-Tuning a Folder
  • Customize your Monthly Status Reports folder
  • Creating a Monthly Status Report Exercise
Audience :  

The target audience for Using IBM® Lotus® Quickr™ 8.1 for Team Collaboration is users who want to access and work in a Quickr community, as well as those who may want to create and customize their own Quickr Place.

 

Prerequisites :  

The prerequisites for this course include:

  • Basic Windows experience, including using a mouse
  • Basic browsing experience, using either Firefox or Internet Explorer

 

 
 
 
 
 


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