Quickr Efficiency & Data Integrity Tips

1 REMEMBER! Lotus Quickr can ONLY work efficiently and the way it is supposed to work if everyone knows how to use it.  And, knows what it can actually DO. Be sure to ask for the Intro to Quickr presentation.  It’s a quick read!

2 EFFICIENCY TIPS Quickr in the Notes Sidebar:  You can open a Place in the browser version of Quickr very quickly by RIGHT-clicking the Place name.  Select “Open in browser”

3 EFFICIENCY TIPS (cont.) The Place Library is to be used for actual files.  Word docs, Excel, Powerpoint presentations, etc. Consider User folders for each project just for your own documents.  In a Place, you can create your own folder with your name.  Other users can access your files, but you can find them quickly.  AND, can have a known, safe place to store them.

4 EFFICIENCY TIPS (cont.) Drag and drop in the Notes sidebar is VERY powerful!  You can drag and drop from everywhere to anywhere.  For instance, drag and drop a file from an , your Desktop, or My Documents directly to a folder in a Place.  You can drag right from the preview pane! Alternatively, you can drag and drop from a file in a Place to an .  This will send a link to the file in the Place.  It will not send the file as an attachment.  This makes sure everyone is always looking at the latest version.

5 EFFICIENCY TIPS (cont.) You can even drag and drop an entire .  Perhaps a vital communication with a customer directly related to the project that the Place was created for.  This way you don’t have to paste the contents of the into a Word document, and then save it to the Place.  Simply drag the from your Inbox into the Place.  It files the in the Place as an.eml file.

6 DATA INTEGRITY TIPS Use versioning to always know what the current version of the file you are all working on is.  And, you don’t have to clutter up your Sidebar view with several variations of the same file! To create a new version, you first create a backup of the original file.  Right-click the file and select Versions  New Version.  This will create a backup of the original.  Then, work on the file as normal.  The one you are working on is considered the “new” version.

7 DATA INTEGRITY TIPS (cont.) You can see version history at any time.  Right-click the file and choose Versions.  In the window, you will see all versions that have been created of the file. Now, when sending a file to someone, always send the link to the file in Quickr, not as an attachment.  This way, the user will always have the current version of the file!

8 DATA INTEGRITY TIPS (cont.) Consider folder names when naming your files.  For example, if you are putting a file in a folder called Meeting Minutes, you don’t need to name your file “Meeting Minutes ”. Remember: The more complex a naming standard is for file names, the less it will get used!

9 DATA INTEGRITY TIPS (cont.) Picture this: MEETING MINUTES> Meeting Minutes Meeting Minutes Meeting Minutes CUSTOMER SERVICE> Customer Service Review Tasks Customer Service Project Status Customer Service project status

10 DATA INTEGRITY TIPS (cont.) Vs this: MEETING MINUTES> CUSTOMER SERVICE> Review Tasks PROJECT STATUS>