Before you can use the Pursuit workspace:
- You will need a Premium license,
- You must be logged into Hub Central,
- You must have at least one Pursuit Type already configured. Read an article ‘How to create a Pursuit Type’.
- You must have at least one Pursuit created. Read here ‘How to create a Pursuit’.
Pursuits are collaborative workspaces where your team members can come together and collaborate on documents related to a given customer engagement. You can view the progress of assignments, see who is working on which documents, and statistics of the shared content.
This article will explain the Pursuit workspace sections:
- The top bar
- The left-side window
- The right-side window
The top bar of the Pursuit page
At the top of the Pursuit workspace you can find some useful information about the Pursuit you are in and quick action buttons.
You can view the following information:
- The breadcrumb tells you the Type and Name of the Pursuit
- Pursuit Title
- The owner/creator of the Pursuit
You can perform the following actions:
- Copy the SharePoint URL location,
- Open SharePoint location,
- In the dropdown under the settings icon perform the following actions:
- Close the status of the Pursuit,
- Edit Standard and Smart Fields of the Pursuit,
- Delete the Pursuit permanently,
- Copy a Link of the currently open Pursuit in Content Hub.
- Expand and minimize the full screen view,
- Close out of the Pursuit and go back to the Pursuit table page
The left-side window
Recommended content tab
On the recommended content tab, you are presented with the contents recommended to all Pursuits of this type. For example, here you can find linked templates and/or documents that might be relevant to your currently opened Pursuit. If your recommended content space is empty you can read this article to learn how you can recommend content for a Pursuit.
You can scan through the list of recommended content. Clicking on the document file will expand the following options:
- File preview window where you can use the left and right arrows to quickly scan over the document pages.
- Document content values, where you can see a quick number overview of the essential statistical information about the document. Click to view graphs with more detailed data. Learn more about document content values here.
- Action buttons let you preview, download or pre-fill the templates with desired content. The layout of the buttons looks different based on the type of content you are viewing and based on the set up of quick action button.
Pursuit Content tab
On the Pursuit content tab, you are presented with the contents that have been added to this specific Pursuit. Click here to learn how to copy files to Pursuit.
The Content tab (1) enables you to view, upload, and store files in the central location of your collaborative Pursuit workspace. To find your Pursuit files fast you can type in the file name and use Qorus filters and search (2) functionality. Clicking on the open folder icon (3) will open the SharePoint location of your files. To create a new folder, you can click on the add folder icon (4) this will create a new folder in the Pursuit and corresponding storage area. To add a document to your Pursuit workspace, click on upload a document icon (5) and select the file that you want to upload to the Pursuit workspace and to your SharePoint destination.
You can use search in the Pursuit workspace to browse any of the connected content that you have access to. You can use quick action buttons to view statistical information of each content piece or you can using the content and recommend it or copy it for your Pursuit. Learn more about how to use Qorus search.
The right-side window
The right side of the Pursuit workspace consists of five main system tabs: Standard Fields, Smart Fields, Assignments, To-dos, and Shares. You may see additional custom tabs created by your administrator. The order of the tabs is customizable by the Admin in the the Pursuit Type workspace.
Standard fields consist of mandatory fields that are available on every Pursuit: Title (1), Owner (3), Status (4), and Owner email field (8). The rest of the Standard fields: Description (2), Due Date (5), Outcome (6), Value (7), Members (9) are optional and seeing them in the Pursuit workspace will depend on whether the Admin added them in the configuration process. If you believe you are missing an important Standard field, please view the article how to create and edit Pursuit Type here.
Standard fields are automatically mapped to be used as Smart Fields which means that you can use any of the values in your document by simply typing prefix pursuit followed by a . and the name of the field. For example, to use Pursuit title as a Smart Field you can simply type pursuit.title in the document.
To make changes to the Standard fields you will need to access the form by clicking on the ‘Edit’ button (10). If the 'Edit' button is grayed out it means you cannot update the fields from the Pursuit workspace.
Editing Standard Fields
On the edit screen you will see you have two tabs at the top where you can navigate from the edit Standard fields form to edit Smart Fields form.
On the Standard Field tab use the text boxes or icons to interact with the input fields. Grayed out fields such as Title, Type, and Owner email (1) are non-editable. Title is unique and cannot be edited at later time. Type indicates to which Pursuit Type the Pursuit belongs. Owner email is automatically updated by the system if the owner of the Pursuit gets changed.
In the description field (2) you can type to add a description. If the text box is too small you can expand the size in the bottom right corner.
Only the Pursuit owner and Admin have the capability to change the Pursuit owner. To change the owner, click on the pencil icon and update the field to new owner. The email will be updated automatically.
The Pursuit status field is a dropdown that shows if your Pursuit is open or closed. After you complete your Pursuit or are done with the engagement, we recommend closing Pursuits to clear your workspace and allow accurate reporting on outcomes.
To update the due date for the Pursuit, click on the calendar icon, and in the date picker select the new date.
To update the value of the Pursuit, type in the new number. The value field is a number-only field to ensure that your reports are correct.
Smart Fields are customized fields that has your administrator created to provide additional, relevant information for the project. As With Standard Fields, Smart Fields can be used in Pursuit documents to populate your document automatically with relevant content. If you want to update the Smart fields, click on the edit button (3) and a new window will open where you can make modifications.
Editing Smart Fields
In the edit view you can type (1) in the input field box the Smart Field or you can select an item in the dropdown (2). You can also be presented with a calendar icon to select a date. The type of the Smart Field field depends on how it was set up by the administrator.
If a Smart Field has an asterisk (3) next to the title it means this field is a required field and you won't be able to save the form without filling out fields marked with the asterisk first. When you are done with the edits click 'save' (4) to save changes and navigate back to the Pursuit workspace.
Assignments are a powerful tool your team can use when working on projects. In the assignment tab (1) you will see a number that indicates the count of Assignments for that Pursuit. If you are new to assignments read hear how to create assignments.
Once you navigate to the Assignment tab you will be able to use the search bar at the top (2) to search for any assignments associated with this Pursuit. Filter the list of assignments by status or owner (3). You can open the document with the assignment (4), change the status of the assignment (5), and use the gear icon(6) to edit the assignment requirements or access audit trail.
In the To-do tab (1) you can view assignments that are assigned specifically to you. The number in the tab (1) tells you how many assignments are assigned to you in this Pursuit. To-Do tab shows the assignments pre-filtered to only display assignments relevant to you. In the 'Assigned To' column (2) you should see that all the assignments on To-do tab have been assigned to you.
By clicking on the 'Open' document button (3) you can quickly navigate to the document where you will see the assignment and can start working on it.
You can change the status of the assignment by clicking on the 'Status' icon (4). The dropdown appears where you can choose between the four actions: Started, Rejected, Done, or Closed.
Qorus lets you share files by using the Share & Track function. When you share the document in a context of a Pursuit you will see the user engagement statistics on the Share tab (1). To edit the Share and Track of the document or to get the sharable link at any time click on the gear icon (2) in the top right corner of each shared file. You can view the user engagement and some basic information about the shared document in the row below the file preview (3). To learn more about how Share & Track works please read this article and to learn how to Share and Track in context of a Pursuit please click here.
If you see any additional tabs to the main five system tabs described above it means most likely that your administrator has created custom tab on the setup of the Pursuit Type. These custom tabs can load other webpages in the Pursuit workspace.