The Planner Sidebar

The Planner sidebar is divided into two tabs: Topics and Filters. For more information on the Planner sidebar, review the following:

• Working with the Topics Tab

• Working with the Planner Filters Tab

• Collapsing the Planner Sidebar

You can resize the amount of space allocated to the sidebar by dragging the divider to the left or right.

Working with the Topics Tab

The Topics tab displays a list of all available topics that have been created on your local MediaCentral Cloud UX system. The topics are listed in order of creation by default, but you can use the vertical scroll bar, or the search function at the top of the list to locate a specific topic.

In the following example illustration, the user searched for the word “Hawaii” and the Collaborate app found two matches. In this case the Collaborate app found a match for the search term in the topic title and a second hit for the term in another metadata field — such as the topic description. This search returns matches for values in topics only. If your search term is included within an assignment that is associated with the topic, the value will not be found.

The Topics tab remembers your last 10 searches and displays these values when you click the search bar.

To select a topic:

• Click once on the topic name to select a single topic.

• Click a topic and then Shift+click another topic to select all topics between your first and second selection.

• Ctrl+click two or more non-consecutive topics in the sidebar to select multiple topics.

After you locate and select one or more topics, the selection filters the Planner Explorer to display only those assignments that are associated with the selected topics. The Collaborate app updates the Topics Selected banner to identify the number of selected topics. The same value appears to the right of the blue Topics icon — which is useful in case you collapse the sidebar.

You can obtain more information about the selected topics by clicking on the Topics Selected banner. As illustrated below, the Collaborate app displays a fly-out window that displays the names of the selected topics.

You can remove a specific topic by clicking the X to the right of the topic title in the fly-out window, or you can clear your entire selection by clicking the X on the right-side of the Topics Selected banner. If you remove a specific topic, the Planner Explorer is updated to display only those assignments that are associated with the selected topic(s).

Working with the Planner Filters Tab

The sidebar includes lists of filters that you can use to narrow the number of assignments that are displayed in the Planner Explorer. When you apply a filter, the Explorer displays only those assignments that match your selected criteria.

When you select a filter, the app updates the sidebar to help you identify the type and number of filters that are enabled. In the following illustration, the image on the left shows the sidebar with no filters enabled, and the image on the right shows the same list with two active filters.

The sidebar displays up to six selections for each filter category by default. In some cases the app might display a Show More or Show All button that allows you to select from additional filter options. If the category includes six or fewer additional selections, you can click the Show More button to expand the category directly within the sidebar. If the category is associated with more than six additional options, you can click the Show All button to open a break-out window that displays all possible filters for that category.

The Due Date filter allows you to sort the list of assignments by their Due Date. The following options are available:

• Outdated: Displays assignments for which the due date has already passed.

• Unscheduled: Displays all assignments that do not have a due date assigned.

• Today: Displays all assignments that are due today.

• Tomorrow: Displays all assignments that are due tomorrow.

• Next 7 days: Displays all assignments that are due within the next seven days.

• Next 31 days: Displays all assignments that are due within the next thirty-one days.

As long as you do not manually clear the filters or close the Collaborate app, they remain enabled for the duration of your user session.

To add a filter:

• Click the box to the left of the filter to activate it.

  After you select a filter, a blue check mark appears in the box and the app updates the contents of the Planner Explorer.

To remove applied filters:

• Click the box to the left of an active filter to deselect it.

• Click the X on the right of the Applied Filter’s header to remove all enabled filters.

  The filter or filters are removed from the sidebar and the Explorer displays all possible results.

• Click the Clear Filters button in the Collaborate Header.

Collapsing the Planner Sidebar

When you first access the Collaborate app, the sidebar is displayed at full size. However if you do not need to access the features in the sidebar, you can collapse it to increase the screen space allocated to the Planner Explorer.

To collapse the Planner sidebar:

• Click the Collapse button on the right side of the sidebar header.

• Click the active (blue) Filters or Topics button in the upper-left corner of the sidebar.

To restore the Planner sidebar:

• Click either the Filters or Topics button in the far left-side of the Planner Explorer header.