Deirdre Yee

No Time To Waste: Follow A Tag in News Streams

Blog Post created by Deirdre Yee Employee on Jan 27, 2015

getting started: #Discover and #GetNotified by #Following Tags in Streams


The ServiceMax Community makes it easy for users to create and collaborate on content, making it more useful and relevant. But what about the people who need to know, but aren't following the Place or People where the content resides? How can you discover areas where you can be involved and need to stay informed, wherever they are? And how can you generate more participation and collaboration on the discussions and content you are sharing? The answer is Following Tags in Streams!


In addition to People and Places, users can now tailor their Custom Streams with the tags they need to follow. Following Tags gives community members new ways to communicate and work together: users can follow the topics (tags) that are important/relevant to them in advance and without prior knowledge of People or Places. This makes personalized streams even richer, ensuring users get exactly what they need on the web, on mobile, or email. They can use tags to discover new content and as effective way to monitoring projects and relevant documents, wherever they are.


Tags are active and alive in this community and most anyone edit tags and search tags. You can tag resources in the Tags bar at the bottom of any blog post, idea, discussion or file AND you can tag inline in documents. (To add an inline field type a Hashtag # and then continue typing to see existing tags.)




By following one or more tags in a Custom Stream, you won't need to follow as many People and Places—the content reveals itself in your streams. Put another way, following tags keeps you informed of content no matter where it resides and ultimately can tell you about the People and Places you'd want to follow.


Streams now make it easy to "cast a net" to track and get notified when content is published for tags that matter… and it couldn't be easier!



  • Built directly into your News features
  • Streams you create are shown on Mobile, too!
  • Create a Stream with any combination of People, Places and Tags.
  • Content tagged with a tag you're following will surface in your Stream(s).
  • Receive for email notifications for the tags you follow
  • Monitors tags within content and the Tags bar
  • Works across the entire community
  • Use tags on existing content or add new tags


How To

The Custom Stream builder has been updated in a few key ways, which these screen shot illustrates. It's pretty intuitive…


First, create a new stream or edit an existing one from News.








In this case, I created one called "New Members Tips?" and added a tag, a person, and a place.


Note that you can review the People, Places and Tags you follow in the middle column, but you can search the community for all three in the right column.  You can click "Add" or drag and drop tags into the center column. You can also remove tags in the center, while in Edit mode.


The stream builder lets you include any combination of People, Places or Tags. You can also turn on email from this interface or in user preferences. Once configured, click "Done" and your stream is saved. You can begin using it immediately. You can even "pin" it as your home view or even set it as your browser home page. This is a great way to start your day, if you use your stream to discover content and see what's going on across People, Places and Tags you follow. Either way, the stream lists the content you'd expect, using any of the tags you specified.




If you only want certain tags to appear in a stream, you may want to create more than one stream, since the more tags you add, the more will come into the stream. In other words the logic the community uses is more of an "any match" versus having to include all of the tags you enter. This also lets you specify and find tune settings like email—you might want email notifications for some streams and not others.


Tags: A Two Way Street


Tags are a two way street now. You can use tags to create awareness around efforts and bring others, including experts, into discussions. Likewise, if you have an interest in a specific topic, you can follow it in a stream to see what's happening across the community and find ways to get involved. A few examples…


  1. You're an IT leader for your Field Service organization and working on a business case to purchase iPads for your team. You'd like to track conversations from other customer who are using iPads for use in your own internal work to make that argument for the investment in mobileipad our mobile clientservicemax mobile Using the relevant tags, you can tag your questions and turn on an email notification so you are informed anytime there's new content assicated with those tags.
  2. You and your whole team are attending maximize and want to keep up with speakers, networking sessions, updates, and details coming out you also want to know about future field service events in your region. You can follow your region, country, or city emea paris as well.
  3. You are a new customer and know you plan to use ServiceMax for preventive maintenance, work order, dispatch console for starters. You follow these tags and select Email Updates so that you get a notification anytime there is an idea, enhancmenet request, document, event, discussion, poll, or video that is posted and tagged in that content. The Email notifications
  4. As the community manager - I can encourage new users to follow the following tags using the steps above. You can turn off your email notifications later - as a new user - this is a great way to get started in the community - by checking out notifications on getting started, networking servicemax community


A Note About Tags In General

Tags are important part of any piece of content. Not only does this feature create more exposure by putting content into streams, tags themselves are metadata—information that describes your content. This can be important to the long term searchability and archival nature of your content. I know encouraging users to tag their content (either inline or via the Tag bar) can significantly increase the ability for users to find it in the future. Following Tags in Streams is another way users can benefit!