Creating and using clusters

Clusters – an overview

Think of a Cluster as a way to group related work. For example, you may have a few Projects, a Track and a couple of Groups that all relate to a common theme.
All the Initiatives that have been added to the Cluster are shown on the first page. This gives you an overview of the Cluster and quick access to Initiatives within it.
Once Initiatives have been added to the Cluster, contents from those Initiatives is automatically aggregated and accessible via the menu on the left.

Using Clusters

Updates

The ‘Updates’ feed is similar to all other Updates feeds. It aggregates Updates across all work in the Cluster plus Updates for the cluster itself.

Reports

Reports provide detailed insight and stats on various aspects of the work in the Cluster.
For example, the ‘Project’ report provides information on the progress of all Projects in the Cluster as well as stats on Activities.

Discussions, Documents and To-dos

Discussions, Documents and To-dos are aggregated up from everything in the Cluster.
The To-do list is broken down into different types of work. For example, it’ll show you any Activities from Projects you have in the Cluster. It’ll also pull in Track Items from Tracks.
You can also create Discussions, Documents and To-dos specifically for the Cluster.

Team

Just like other work in ISMS.online, Clusters are private unless chosen to share. So you can either keep a Cluster for yourself and when you add Initiatives to it, no one else will know. Or you can add others to the Team so that they get the same view.
Other people may also add you to their Cluster team so that you can see it.

Settings

If you’re a Cluster Administrator (see Team), you have the option to edit some simple settings.
Here you can change the name of a Cluster, or delete it if it’s no longer needed.

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