Join Gini von Courter for an in-depth discussion in this video Create a new group and add members, part of Yammer 2016 Essential Training.
- Tammy, Victor, and I are working on a customer relationship management project for Landon, in North America and Latin America, two different divisions. I want to create a group for our work, and I will begin by searching to see if a group like that already exists. I can click Discover More Groups if I wish and scroll, click view to see all groups. And there just aren't that many. I can see them all, and none of them are the group that I need.
Now, we have a search tool here to search for groups. You wanna make sure that you don't have two groups trying to do the same thing because we don't have the facility to take those two groups and combine them in some magical way, so it's imperative that you look first before you create a group and make sure that it doesn't exist. But I'm ready now to create this group. There's a button to do it here because I'm in Groups. Also in the sidebar on the left, I can create a new group, and I see some help text that says "create a new collaboration space" because that is indeed what a group is.
I'm going to create an internal group. That's what we're focused on right now. I'll show you about external groups before we're done here. And I'm going to call this CRM Americas. Yammer checks, and it says the name is available. If it's not, that's a good clue that the group already exists, and I can add people to this group by name. Here's Victor, Tammy, we again will be adding more people to this group later on. The next question then is "Who can view content?" Public, anyone in this network, or private, only approved members, and before I jump in and make the choice, I'd like to talk to you a little bit about the philosophy that underpins this entire Yammer experience.
Yammer was actually created to be a transparent way for people to work. One of the analogies that I've heard executives from Yammer use is to say that a public group is like having a group that meets in a conference room with an open door and glass walls. Anyone walking by can view the conversation, and anyone can walk in, and there is a real preference in business for those types of conversations, even a yearning for it, versus a private group.
A private group is like a traditional conference room with the door closed. You can't tell who's in there. You can't see what they're discussing. And if I turn off this check box, you might not even know the group exists at all. There's a concept that I'd like to introduce here called working out loud that was first described in an article by Bryce Williams about six years ago. Williams described working out loud as having work that is observable but also taking the time to narrate your work, to be willing to talk about your work publicly or to ask for help publicly or to talk about the solutions that you've discovered in your learnings, not to brag, not to say, "Hey, look, aren't we fabulous? Aren't I great?" but to say that there is a utility to being aware of the work that you're doing and making it public in a way that other people can be beneficial to your enterprise, and you can be beneficial to them.
By working out loud, Williams said, we all work better. We all work in smarter because we're able to get and give information about our work and how to improve it, and Yammer supports working out loud because that is the essence of the public groups in Yammer. We can be having conversations with each other about the work that we're doing, just like the conversation that Tammy and Victor started, edging towards collaborative ways that we might want to choose the new software for this hemisphere or proceed on a project. If Tammy and Victor had simply been having a private conversation, working quietly rather than out loud, I would not have even known to jump in and make an offer.
I wouldn't know that there was something I could contribute uniquely that would speed up their entire selection process. These are all reasons to try to create public groups as a default. Yammer administrators are asked to cultivate the habit of questioning, "Is there some benefit that we would get by making a group private rather than public?" And if you believe there is, or for our group, if Tammy and Victor believe that there was, then we would create a private group.
And in that case, only members of the group will see our content, unless some group member, Tammy or Victor or I, specifically shares it out with someone else. But if you do create a private group, then you're encouraged to return to that question periodically, about, "Is there a benefit that we get by having this group remain private?" To ask again, every six weeks, every two months, "Does this group still need to be private?" We're going to create this group, CRM Americas, as a public group.
And here it is.
- Explain how you might best us Yammer within your organization.
- Recall what happens when you log into Yammer and you are not logged into Office 365.
- Explain how to add a topic to an existing post.
- Identify how you would choose topics for a post.
- List the steps for finding something posted last week.
- Recall how to upload files without attaching them to a post.
- Recognize how to add new members to a private group that is hidden.
Skill Level Intermediate
Q: This course was updated on 04/17/2017. What changed?
A: Videos were added that show how to send private messages and work with files in Yammer.