Title: Traction Executive Summary Digest

Email Digest

The email digest is an automatically generated, permission filtered summary view sent to each subscribing user on a regular basis – daily, weekly, every other day and twice on Friday – you choose. It summarizes the activity in Traction since your previous digest, up to a week back in time. The digest is available in both HTML (by default) and text formats.

The digest is configured by the server administrator and most settings can be adjusted by each user in User Setup | Preferences - Personal Digest Information. The administrator may set:

Whether to send a scheduled digest *
What email is used as the from address
What day(s) and time(s) to send it *
Which projects may be included
Which projects are included by default *
What sections to include *

All items with a * allow user over-ride.

The digest is split into two columns as you see below.

The Right Column

There is a welcome message (configurable at the server level) indicating the time range for the digest. It is followed by an Active Projects and Active Discussions block.

The Active Projects list shows how many new articles or comments are posted to each of the projects you can Read in the date/time range of the digest. The links will take you to the corresponding project newspage.

The Active Discussions list shows the article titles that have new comments, and the count of those comments, in the time range of the digest.

Digest Footer

The footer below the digest body contains links to your server's Front Page and to your preferences page (click Edit subscription), where you can change your digest settings. This brings you to the Personal Preferences page in the Personal Setup (My Account)My Account) HTML forms.

The Digest Body (Left Column)

The main part of the digest lists the title and first paragraph (brief content volume) of each article or comment that has been added to Traction since the last digest was sent.

It is organized with articles labeled Headline in a lead section called Headlines, and then lists all other articles or comments (those that are not marked headline) broken out in sections by project.

This format ensures that everyone pays attention to important items, but can focus easily on the projects which concern or interest them most.

In the default configuration, as many as three sections per project in the digest:

ProjectName Articles
ProjectName To Do
ProjectName Done

In the case of the Articles section, the digest is reporting the articles or comments posted in the date range of the digest. In the case of the To Do and Done sections, it is reporting articles (and showing relevant paragraphs) that were marked with the To Do or the Done label in the date range.

Example: If you post an article today in the Engineering project with no label, it will show up in the Engineering Articles section tomorrow. If, consequently, you add a Done label to paragraph 3, then the article will appear in the newsletter again but this time with the title and 3rd paragraph in the Engineering Done section.

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referenced by (2)

Doc357: Traction User Guide Doc196: Personal Information

Article: Doc296 (permalink)
Date: March 22, 2008; 4:22:29 PM Eastern Daylight Time

Author Name: Documentation Importer
Author ID: importer