FPinfomart Heartbeat contains a Workflow Management tool that provides several key tools:
- Add internal comments to any item – such as notes, to-do items, suggested follow up, etc.
- Assign follow-up on any item to another Heartbeat user
- Get notified by e-mail if a colleague assigns an item to you
- E-mail a link to any item to any e-mail address
- Respond via Twitter to any Tweet, and keep a record of your response with the original item
When you hover over any hit in the Your Heartbeats tab, a “Manage Workflow” bar pops up. Click the plus sign to open the Workflow tools.
From here, you can enter any notes for yourself, or others. Any user from your organization will be able to see these notes when they view this result. Optionally, drop down the “select a user” pull-down and choose another Heartbeat user if you’d like to assign responsibility for this item. You’ll also find a link to e-mail an item to any e-mail address, from within the Manage Workflow tools.
If you’ve added any notes to the item, they’ll appear whenever your mouse hovers over that item. These notes will also appear to all other Heartbeat users within your company, so you can use this feature as a collaboration tool.
If you plan to use the assign-to-colleague functionality, you may wish to take advantage of the e-mail alert functionality. This allows you to be notified by e-mail if someone uses Workflow Management to assign an item to you.
If you encounter a Twitter result to which you’d like to @reply, click the Contents icon next to the Tweet. The first time you do this, you’ll be prompted to follow a few easy steps to connect your Twitter account to your Heartbeat account. Once you’ve linked Twitter to your Heartbeat login, clicking the Contents icon will pop up a Twitter response box, where you can post your @reply directly from within Heartbeat. This unifies your inbound and outbound Twitter activities in a single platform, with the added advantage of logging your response inline with the hit. You can then refer back to your response in future, and, your colleagues who log in to Heartbeat can see that an item has been responded to (and what that response was).
The Workflow Management tools in FPinfomart Heartbeat offer you a collaborative workspace with which to log activities, interact with your colleagues, assign responsibility for follow-up, and Tweet, all within your results set.