To make it easier for you to organize and find tasks, we have grouped them under a broader goal or objective called the 'Deliverable.' Multiple tasks could get allocated and executed to complete a deliverable. Click on the chevron (down arrow) next to the deliverable to view tasks under it.
Yes, you can! You can click on the configure columns icon (gear) on the top-right corner of your table and switch columns on or off. You can also reorder the way you would want to see your columns.
Note: The Deliverable/ task name column is mandatory. If you have the Priority, star, and new message columns switched on, you will not be able to change the order of those columns.
You could do this from different sections of Arena. When you are in your conversation view, you will see the asset as a thumbnail with the approve (green tick) and the mark for revision (anti-clockwise arrow) options. Take an action from right here. This works for the expanded detail view as well as for the conversations in the message center.
In the All files section, when you click once on any thumbnail that is marked as an asset (three layered square), you will see the option to either approve an asset or mark it for revision. You can do the same when you double-click any file and see the details. See more about All files here.
Yes, it is possible! By default, you see a dashboard of highlights that act as quick access and a summary of important items of the day for you. You can change this default view to any other item in your left menu. To view/ modify your default view, you can go to the Settings panel (from your profile dropdown). Select the View settings tab and under the Left menu default view, select your preference.
We do not want to clutter your view with closed deliverables/ tasks. After three days, anything closed will be archived. To see them in your table, click on the Filter icon on the top-right corner of your table and check the State Archived. Click Apply and exit. You will see these tasks in your table now.
Note: Even after a deliverable/ task is archived, you will be able to view the related conversations and files. Just search for them using relevant keywords.
Yes! By default, when you click on any row in your table, you will see a quick-view panel with your conversation. You can see other details such as description, watchlist, and attachments by clicking on the subsequent tabs.
To view everything together, you need to click on the Expand icon next to your quick view's Close button. You will immediately see your conversation full-screen, with a switch panel on the left. You can choose to switch on or off the description, watchlist, and attachments. As long as you remain logged in to Arena, your last combination of switches will be saved.
At any time, you can indicate to the team that a file added is a reference. You can do this in two ways. When you are adding the file, you will see the add attachment pop-up where along with other details, you will see a way to select the type of file. You can mark a file as an asset, reference, or source. "Others" is the default option. If you added the file and want to change the type of file later on, you can click on the type of file icon (top-right icon in the image description section of the grid view/ Type column of the list view) and indicate your change there.
You can do this in two ways. First, click on the filter icon (the funnel) on the top-right corner of your table. Select and de-select the checkboxes to set your filters. Enter relevant dates if needed. You can hit apply and exit or save your filter, name it, and apply it.
To apply a quick filter, you can click the table's header of certain columns and apply a quick filter by clicking on the funnel that you see on the right corner of the column.
Absolutely! You can do this by clicking on the header of the column that you want sorted. The sort icon (up and down arrows) will indicate the direction of the sort. On the first click, you will see the down arrow turn blue. This indicates a descending order sort. With the second click, you will see the up arrow turn blue indicates an ascending order sort. The third click will cancel the sort.
By default, we sort only your deliverables. If you would like your tasks included, you could do it in a simple flip of the switch! This flip will ungroup your table and remove the hierarchy of deliverables and tasks (learn more here).
From your list view, you need to click the Star icon to mark a deliverable/ task as a favorite. To see these favorite items together, simply click on the star column header (star icon). This will show you your favorites first and then the other items. The second click on sort will bring unstarred items on top, followed by your starred items. The third click will cancel your sort. Read more about sorting.
As soon as you click on any row of the table, we take you to the important bits and the team's conversation. The panel is called the quick view and gives you an instant view of the comments made on that task. Along with the main conversation tab, you can see the description section, the watchlist, and attachments for that deliverable/ task.
Choosing how you view your deliverable/ task details is easy now. You can do this in two ways:
Yes! Arena lets you choose if you want to view your details quickly or in detail. There are two ways you could do this. Click this icon to get into the detail view of the deliverable/ task. In this view, you could click on the switches that you find in the left panel to configure your view.
If you want your deliverable/ task to open into this view, you could go to Settings by clicking on your profile picture in the top-right corner of your header. When you select View settings, you will see an option called Default conversation view. Here, you can choose Expanded view to set this as your default view.
When you've started your engagement with Position2, we need your email ID to activate your Arena account for you. Once that's complete, you will receive an email from arena@position2.com. Just follow the instructions and reset your password on Arena and dive in!
You have two options here to reset your password. Your first option is to reset your password from your login screen. Just click the 'Forgot' link to do this. Enter your new password, confirm it, and you're done! You can do the same when logged in to Arena by going to your profile picture in the header and choosing 'Settings' from the dropdown. Select the 'Reset Password' option and enter a new password. It's as simple as that!
You will be notified of activity by email if you have enabled them in your Settings. To view/ modify your email settings, you can go to the Settings panel (from your profile dropdown). Select the Notifications tab and enter your preference. It is recommended that you login to Arena so that you don't miss out on updates. A lot is going on here!
We do not recommend changing your email ID. But do get in touch with our team to have this set up for you.
You can have two types of conversations on Arena, direct one-on-one conversations and conversations specific to deliverables/ tasks.
You will see these two tabs in your message center. With direct messages, you can speak to any team member with access to Arena. You can start conversations from this tab as well.
Project messages reflect conversations on currently active deliverables/ tasks. These project items are uploaded by the Position2 team. While you cannot create a new project-related conversation here, you can always start conversations on existing deliverables/ tasks.
Starting a group conversation is easy. Click on a start conversation icon (user with plus) and enter the names of the people you want in this group. You can enter a subject line if you want to be more specific, and then hit start conversation.
If you are having a conversation with someone and would like to add people to this conversation, you can do so by clicking on the add people to this conversation icon and enter the name(s) you want added. Here, you can choose to add a subject line (this starts a new conversation). You also have the option to show existing messages or hide them. If you choose to hide existing messages, you will start a new thread of conversation.
With direct messages, it is easy to keep your messages private. When you add someone to a conversation, you have a few options.
You can add a person and choose to show or hide existing messages to them. If you choose to hide existing messages, you will have a brand new conversation thread with your group members. If you do choose to show existing messages, you will have two options. If you enter a new subject line, you will have a new conversation thread with that subject. If you do not enter a new subject line, you will continue with the existing group, but with additional people added to your conversation.
To make changes to a message, you have different options available to you. If you want to copy a message from one deliverable/ task to another, you can click on that message and choose the share icon. In the pop-up that you see, select the task that you want to move the message to. Similarly, you can click the edit/ delete icon (trashcan with pencil) and make edits or choose to delete the message. Your edited/ deleted message will show the date/ time/ owner related information in your conversations.
Note that you will be able to edit/ delete only your messages.
Yes, you can. To respond inline, you can click any comment and choose the respond inline icon (curved arrow). You will see a reference to the message that you are responding to. Your response will be added chronologically.
With quick access switches, filtering your data becomes really easy. On top of your conversation pane on the right, you will see the @mention filter. For direct messages, you only have the @mention filter. For project messages, you can filter by pending approval, your overdue, P2 overdue and @mentions. As soon as you click on a switch, your messages will be filtered. Click on the switch again to view all your messages.
You can read messages at your convenience. You can mark read messages as unread in two ways. In your left pane, where you see the snippet of your messages, you will see the Read icon (open envelope) for messages that you have read. When you click on this icon, you will see the unread icon (closed envelope) and your previously unread message thread will be reverted to.
When you are in your conversation, you can click on a message bubble, and from the four options that you see, select the envelope. This will mark all messages from this comment onwards unread (the green new message tag indicates the unread message).
You can click on the filter icon (funnel) below the tab's name and choose your filter options. You can filter by project, deliverable, state, and status.
While you cannot add files directly to this section, you could always add files when you are in the quick/ expanded view attachment tab. You just need to click 'Add file' and select the file to add. This file shows up in the All files section too. Alternatively, you can do the same when you hover over a file in the All files section and click on the information pop-up. You can add files from this quick view too.
There are two simple ways to view the details of your file. First, you can click once on a file's thumbnail and choose the view icon (eye). Alternatively, you can double-click on the thumbnail of a file and view the details.
The icons that you see are related to the type of attachment and the state of the file. In the list view, you have a separate column for the type of file. In the grid view, you have the type of file represented by an icon in the top bar of the thumbnail's info section. In the bottom bar, you will see the file's state, whether it has no action attached to it, it is in pending approval state, or marked for revision.
By default, you will see a list view of your files presented. To switch to the grid view, you can click on the grid icon (nine filled squares).
To make this a setting, you can go to your Settings (profile picture dropdown -> Settings -> All files default view)
When you have versions attached to a file, you will see it as an icon in the type of file section. In the detail view of this file, you will see a summary of the versions attached to this file. You can click on the View detailed asset version history icon (square with arrow pointing to the top-right) and view/ take actions on the versions.
You can do this for files that are marked as versions of assets. A file that needs an action from you is marked as an asset. After you ask for a revision, a new version is created and sent for your approval. To select an older version as the final version, you need to view a file's details. You will find the version history in the information section, indicated by the open externally icon (square with arrow pointing to the top-right). A new screen opens with the version history. Simply hover over versions and click the Approved button to mark that as the final version.
When you are in the list view, you have two ways of filtering your data by the type of file. Click on the file type column header and filter based on your choice.
For a wider range of filters, you can click on the filter icon (funnel) on the top-right corner of the list/ grid view. Here, you can select the filters of your choice.
When a file needs you to take an action on it, it is called an asset, and you will be able to take actions (approve or mark for revision) on these files only. Watch out for the asset icon (layered squares) to identify such files.
By doing a simple hover over the thumbnail of a file, you will be able to see the information pop-up. Click on this pop-up to see the quick-view (or expanded view, if you have made this your default view). From this view, you can navigate to the other details of the related task by clicking on the other tabs.
To share files, click any file once and from the quick access toolbar that you see, choose share (2 line at 45degree angle and with 2 circles at the end). Alternatively, double-click the file and the same toolbar will be accessible to you below the file preview. Click share and enter the email ID of the person you wish to share the file with.
With Arena, you have a lot more control over how you receive what notifications. Go to Settings. (drop-down of your profile picture) You will see three tabs; Account settings, notification settings, and view settings. To change your email notification settings, click on the tab that says Notification settings. We have laid out important notifications that need to go out to you, but you could choose between getting an immediate notification, or move them into a daily/ weekly notification, or completely stop receiving any notifications.
You will get a summary of important action items and statuses in an email digest. You could choose to get this daily, weekly, or not get it at all.
You also have the option to turn off email notifications completely.
To stop browser notifications, you can navigate to Settings (in the drop-down of your profile picture) and choose the Notification settings tab. Scroll down to the Browser notification section and either choose to stop notifications for all the fields or switch off all browser notifications.
You have two options here to reset your password. You could first reset your password from your login screen. Just click the forgot link to do this. Enter your new password, confirm it and you are done!
You can do the same when you are logged in to Arena. You can go to your profile picture in the header and choose Settings from the dropdown. Here, you could select the Reset password option and enter a new password. It's as simple as that!
Arena is your very own customizable project status update and coordination tool. With Arena, we try to clear the clutter and let you control the data that you see, as well as speak seamlessly to members of the Position2 team and your own team.
With every project comes the challenge of getting updates and taking necessary actions on time so that nothing is missed. When you have such important emails along with all your other official/ personal emails, it is very easy to miss out on details of the work going on. Emails also do not convey the complete essence of the information.
As soon as you log in to Arena, you will see a list of important actions for you to dive into. Your projects are organized and your view can be customized by your preference. Scanning your deliverables/ tasks is now easier than ever, with easy access tabs and the flexibility of choosing how you view your details.
Conversations are now accessible from anywhere, and we show you an inbox of all your project messages. You no longer need to reach out to our team with emails. Just send a direct message to anyone from Arena.
You can customize the data you want to see from existing campaigns and get instant insights. If you need more help, you can reach out to our experts by sending your request from Arena.
Arena gives you a single place to collate each and every aspect of your engagement with Position2 in one place.
With Arena, we let you have control over every aspect of your engagement with Position2.
With Highlights, you can get a summary of important actions that you need to take, important status updates, and deadlines that are approaching or finished.
As you click through to the Project status section, you will see your project-related data organized and laid out for you. We now have a lot of customizations that you can use to choose how you view what data.
Within the project status views, there are a lot of ways we make collaboration and coordination easy for you. You can directly converse with the team on deliverables or tasks, attach files, take action like approve files or mark for revision, and even have one-on-one or group conversations with our team or your team.
You no longer need to get on calls or mail the team here with every new requirement or query. Simply use the request center to reach out to our team with any requirement or question.
Arena is also the one place where you will be able to see dashboards configured as per your requirements. Discuss with the team what dashboards would be most useful for you and they will set it up on Arena. Get useful insights when you sign up for Arena calibrate.
Manage your projects, files, dashboards, and collaboration in one place with Arena.
With our revamped Arena, you have a lot more flexibility on Arena and control in your hands. You can choose what the first thing you see on Arena is. You can configure your project status view and customize how you see the details of deliverables/ tasks. Are you a more visual person? Set up your project status view to a calendar view with running timelines. We have our Settings section (the drop-down when you click your profile picture) to enable you to tailor your Arena Experience!
You can post not just your active/ current project related requirements and queries but also ask for help with strategies, reviews, and so on. We have a tab called 'Post a new requirement' for anything related to your existing projects. For any other requests, you can reach out to our experts by going the the 'Get expert help' tab.
There are two ways you could do this. When you post a requirement, first, you could choose to send a message to the team, or you could choose a template from a list of popular templates. In the first case, you can attach a file using the attachment section at the bottom of your message box. For the latter, you have a host of options when you choose your template. You have different fields for different attachments within these forms. Just upload your files and send them to the team.
You sure can! While you are filling out a form, you will see an icon on your left that says, "Get shareable link." When you click on the icon, a link to your form is generated and sent across either to the PM on your account or any other person of your choice. When they get this link, they will know that you need help filling your form. The fields you have filled out will be visible to them, and they can assist you with whatever is missing.
We have drafts of your forms! As soon as you start filling out a form, we keep saving drafts of it every ten minutes. You could also click on the 'Save drafts' button at the bottom of the form to implicitly save the form into drafts. To view these drafts, you can click on Drafts in the requests menu on the left. You can edit or delete drafts from here. As soon as you hit Submit, this form will leave the drafts folder.
While we encourage you to review your message/ form before you hit Submit, you can edit your submission at any time.
When you submit a message or a form, you can see the request under your list view's Request history tab (found next to the Status tab).
Click on the Description tab to view/ edit the form or leave a message for the team under the conversations tab.
If you need to edit your form after submission, the PM will be notified, and your request will be flagged as an update.