Viewing your activity and posting comments on the timeline - Documentation for Remedy Smart Reporting 19.11

Access your own timeline

You can access your timeline from anywhere within Remedy Smart Reporting.

After logging in to Remedy Smart Reporting—If you set the timeline page as the Entry Page in the display preferences from your profile settings, the timeline page is the default landing page.

From other areas in Remedy Smart Reporting (such as Dashboard or Browse), perform the following steps:

• 1. Click to access the navigation panel.
  2. On the top of the navigation bar, click the small arrow next to your name, and then click Timeline.

Access another user's timeline

The view you have of someone else's timeline feed depends on the following factors:

• The security permissions the other user has applied to the timeline
• Your connection with the other user

If the timeline is public, you can view it directly. If the timeline is private, you must first connect with the other user, and the user must approve the connection request.

• If the other user's timeline is public:
  1. On the top menu of your timeline, click .
  2. In the Connections panel, select the user whose timeline you want to view, and click the menu on the right corner.
  3. Click View Timeline.

• If the other user's timeline is private:
  1. Create a connection with the user.
  2. In the Connections panel, select the user whose timeline you want to view, and click the menu on the right corner.
  3. Click View Timeline.

Open timeline content

While viewing events on a timeline feed, you can directly open associated content such as reports, dashboards, and storyboards. The content opens outside of the timeline.

Filter timeline content

Instead of scrolling through the entire timeline feed, you can filter the displayed events to easily find relevant events.

On the timeline, enter a keyword in the search box, and click the search icon.

Add a post to a timeline

You can post comments or updates on the following timelines:

• Your timeline
• Timelines of other users with whom you are connected
• Timelines of other users with whom you are not connected, but only if they have defined their timeline as Public in their Notification & Privacy settings.

1. Navigate to the timeline you want to post to.
   You can post to your own timeline or another user's timeline.
2. Click Add Post.
3. To add a comment:
   1. Click .
   2. In the text box, type a comment.

   3. (Optional) Attach content such as report, dashboard tab, storyboard, or URL to the post.

       Content options for attaching to the post

   4. Click Submit.

4. To add a task:
   a. Click .
   b. In the New Task window, select the task type.
   c. (Optional) Attach content such as report, dashboard tab, storyboard, or URL to the post.
   d. Add Assignee.
   e. Click Submit.

A new post is added to the timeline.

View a timeline post

You can view all replies added to a timeline post. The entire discussion opens in a separate panel.

Note: You can change the sort order of replies by clicking Reply Date.

View the entire discussion of a timeline post by clicking the post.

Reply to a timeline post

You can post replies to any timeline post that you are a part of and collaborate with other users. Your reply is displayed below the post. The latest reply is displayed at the top of the list.

1. On the thumbnail for a post on the timeline, click Reply and enter your reply in the text box.
2. (Optional) Attach content such as a report, dashboard tab, storyboard, or URL to the post.
3. To post the reply, click .

Delete a timeline post

You can delete posts from your timeline and from other users' timelines. When you delete your post, it is removed from timelines of other users with whom you shared it.

On the thumbnail for a timeline post, click and select Delete. Confirm the deletion.