FREE Document Collaboration Tool: Writeboard

Writeboard

If you are seeking a FREE document collaboration tool for those less enthused, or unwilling to learn new technology, listen up as I’ve got one word for you: Writeboard. In less than 30 seconds (not an exaggeration) you can easily create a place for you and others to collaborate on a document for FREE, and independent of a registration process.

How It Works
Its very simple. You visit http://www.writeboard.com and create your Writeboard by completing a form which requests three items: a name for the board; a password for the board; and an email address.

Once you’ve created the Writeboard, you can immediately being typing content into the blank text box, or you can copy/paste from another file such as a .doc. After content has been added, save it, and then invite collaborators via *email.

Collaborators access the site through the web address and password that was provided via *email. Once logged in, collaborators begin editing the document by clicking the edit button. When finished they enter their name at the bottom of the page and click save. The most recent version is then available for the next person to visit the Writeboard. Its important to note that Writeboard is considered to be “asynchronous”, which means that people can access the Writeboard at any time. People don’t have to be online at the same time to edit the document.

*Email
Upon creating the Writeboard, an email is sent to the Writeboard creator, which is inclusive of the Writeboard’s name, web address and password. The Writeboard creator can then forward the email on to future collaborators.

Versions
If you are worried someone may delete critical information, or perhaps you are just interested in tracking who made edits, utilize Writeboard’s version tool. If you want to go back in time, simply click date/time/author stamp found under versions (right side of the page).

Comments
Writeboard provides a comment feature at the bottom of the page which allows people to provide feedback without actually editing the document. This is especially useful for situations in which you need people to approve content.

Formatting
Writeboard’s strength is in allowing people to collaborate on content creation and/or organization, not formatting. Once you’ve finalized the content and organization, you should then format the document in another word processing program like Microsoft Word. Your Writeboard content can be exported as a .txt file (most word processing applications will open this) or copy/paste your board’s content into another document.

Administration
A nice feature Writeboard provides is a RSS feed to the board. As the creator of the board you might want to consider subscribing so that you can receive alerts of of when the board has been edited. Anyone can subscribe to the feed, but I’ve found this tool to be most helpful when I’m responsible for gathering input.

Conclusion
While document formatting is not its strength, Writeboard offers a quick and easy (in the clouds) approach to document collaboration by providing a simple web page that allows contributors to add, delete and edit content while tracking versions. Its free and allows anyone to create an unlimited amount of Writeboards, while inviting an unlimited amount of collaborators through a simple email invitation. Tour Writeboard

FREE 508 Compliant Survey Creation Tools

survey tool logos

If you need to conduct an online survey, I highly recommend taking advantage of one of two tools: Survey Monkey or SurveyGizmo. Both provide FREE survey creation and data collection, but more importantly they do not require a programmer or knowledge of how to create web pages.

Anyone can easily & quickly create a survey regardless of their technical knowledge!  So whether you are a web developer, or someone with no knowledge of HTML, these services will save you time and money, while also helping to keep you sane!

IMPORTANT: If you require a 508 accessible survey, either of these options will work for you.
Survey Monkey & 508 | Survey Gizmo & 508

Comparison of Free Offerings

Features Survey Gizmo Survey Monkey
Requires Ads On Site No No
Unlimited Surveys/Polls Yes Yes
Unlimited Questions Yes 10
Unlimited Responses 250 per month 100 per survey
Generate Link for Website
or Email Distribution
Yes Yes
Survey Completion Bar Yes Yes
Require Responses Yes Yes
Survey Logic (Branching) No, requires upgrade No, requires upgrade
Custom Thank You Page Yes No, requires upgrade
Color/Font Customization Yes Yes
Brand with Logo Yes No, requires upgrade
Edit CSS/Template Yes No, requires upgrade
Embed in Website Yes Yes
Export Data (csv/excel) Yes No, requires upgrade
View Live Results As They
Are Recorded
Yes Yes
View Results As Graphs etc. Yes Yes
Embed/Download Results No, requires upgrade No, requires upgrade

Tip!
Be sure to consult with the content creator of the survey and/or the person who will be analyzing the data collected. They likely have some concrete opinions about how and what they want collected. Having this information in advance will likely save you some headaches down the line

Recommendation
Based on personal use, and the table comparison listed above, I recommend SurveyGizmo. It has the most free offerings including the ability to download responses, and it provides for a much higher level of customization and branding. Additionally, I found the user interface more comfortable than that of Survey Monkey, but in the end this is really a matter of opinion.

When you start looking at paid features it’s my opinion that Survey Monkey is the better option, but I highly recommend you experiment with both services, and choose the option that feels the best to you. Both sites offer excellent lists which detail their pricing plans and features.

Survey Monkey Features | Survey Gizmo Features

Conclusion
Both tools are excellent as they offer simple and quick (508 compliant) survey solutions, that do not require the expertise of HTML or other programming/markup language. To choose the tool that is best for you, talk with the person responsible for the content and analysis of the survey, and then compare the tool features list with their survey requirements.

Both are also great tools to add to your cloud toolbox.

FREE Event & Meeting Scheduler: Doodle

Doodle Free Meeting Scheduler

There are several tools on the market to help you schedule a meeting or event, but none offer the simplicity that Doodle does, and you can’t beat its price of FREE. Doodle is a free web-based tool that allows you to quickly schedule a meeting/event with multiple people without the hassle of email flying around or a registration process. Here’s how it works.

Schedule an Event
In three simple steps you create a poll in which you indicate possible meeting days and time.

Once you’ve created the poll, Doodle generates a private web address for you to email to your potential attendees. Attendees then click the link, enter their name and then indicate their availability. Below is an example of a poll completed by three people. As you can see Wednesday the 27th at 12:30pm is the day/time that works best for the attendees.

Doodle Example

Make a Choice
Doodle also offers up the ability to create a poll so that you can quickly gather input from multiple people. For example lets assume you need to find out from 25 people where they would prefer to eat lunch. Simply fill out the form (two step process), send out the link generated for you by Doodle, sit back and wait for the responses. Below is an example of this type of poll. As you can see Quiznos is the popular vote.

Doodle Make a Choice Poll

Its Simplicity
Doodle relies upon the old adage of “less is more” which is perfect for the “technically challenged” who often become overwhelmed when there are too many choices or too much instructional text. The homepage offers only two options: “Schedule and Event” or “Make a Choice”. Upon clicking either you are prompted through the setup of the poll and are guided through each page through the use of a Next button, which only becomes available once you’ve added text. Additionally, if you missed something and try to proceed you will receive an error message, which will clearly state what you need to do before you can proceed. If you do happen to get lost, Doodle offers step-by-step instructions on how to create your poll. Help Scheduling an Event | Help Make a Choice

Tracking
If you happen to be one of those people that likes to track your work and keep everything in one central location you can choose to register yourself with Doodle, but its completely optional. If you don’t register, but want to take a look back an previous polls you will need to hold on to the administration link provided to you (provided upon successfully creating your survey).

Integration
Doodle offers a mobile site http://www.doodle.com/mobile/main.html so you can create polls with your mobile device. If you are a Facebook user and want to invite your Facebook friends you can. You can also add Doodle to your iGoogle account, but you will need to register with Doodle.

FREE FileMaker Hosting for Non-Profits (Charity)

FileMaker Icon

If you are a non-profit/charity organization seeking the ability to share your FileMaker databases with others, then this is your lucky day. Neo Code Software provides FREE FileMaker hosting to charity organizations. This is a great savings considering the cost of FileMaker Server Advanced is $2,500, not to mention the cost of paying  for hosting services,  or purchasing your own server.

The free hosting plan allows you to have multiple files uploaded to the server, although you may only have 2 files open at the same time. To apply for the free hosting account you will need to contact Neo Code Software and you will need to provide them with documentation of your charity status along with basic contact information. sales@neocodesoftware.com or call 1-888-748-0668.

If you want to take things to the next level you might want to consider Neo Code’s fee based products and services. They offer an integrated suite of products that includes content management, order processing, and email outreach, and they offer custom development to extend their products or create new products unique to the clients’ needs. They have their own data center, offering hosting and management services to insure solid deployment and response. In addition Neo Code software provides web development, consulting, support contracts and remote desktop and server administration work down.

If the you are happy with Neo Code and would like to reward them, here are some ideas they suggest:

  • official donation receipt
  • adding this text to your website “FileMaker hosting proudly sponsored by Neo Code Software” with a link to us
  • hiring our IT managers, developers, troubleshooters and network administrators to assist with projects

This is a very generous offer from Neo Code so be sure to reward them appropriately!

I personally am not eligible for this Neo Code’s hosting service so I was unable to test their setup process and speed, but I can tell you that FileMaker Server 9 Advanced is a great product, that allows you to also work from the clouds! If you have a chance to try out Neo Code’s free service, go for it!

Would love to hear comments back on this one….I’m sure new readers would as well!

Create Event Registration Widget For Your Website with Zoho Creator (FREE)

zoho

Follow these step-by-step instructions to create a free event registration form for your website using Zoho Creator.

Step 1
Visit http://creator.zoho.com and create a new account. Upon doing so, skip to “Step 3″. If you already use Zoho products, simply login and proceed to “Step 2″.

Step 2
Once you’ve logged in you will be taken to a page to create your application. Clicked “Create New Application” (blue button right side of screen).

Step 3
Once you’ve clicked “Create New Application” you will prompted to name your application (aka database) and the form (aka table). Name the application “Registration” and the form “Events”. Make sure your application is checked as private.  Click Create Now.

create_zoho1

Step 4
Now that our application has been made as well as our first form we need to add fields to it. Zoho Creator automatically inserts a unique ID and creation/modification info so no need to worry about that. On the left side of the screen (under insert fields) click on the “Single Line” button and drag it to the events window (white area on right).

picture-3

Upon doing so you will be prompted for a label name. Label this field “Event” and click done.

You should now see your field name and field input surrounded by yellow like this. So far we’ve created an application/databases, that has one form/table, and the field labeled as Event.

field_highlight

Step 5
Now we need to create a new form (table) that will hold our registrants. Go up to the form tab and click on the down arrow and select “New Form”.

create_form

Name the form “Registrants” and click done.  Next we need to add in a field for each piece of information we want to collect from the registrant. For the purposes of this exercise I am simply going to add a field for first and last name. *Note: do not collect credit cards or social security numbers.

add_registrants

Step 6
The next thing we need to do is add events to our events form. Click the yellow/orange button called “Access this application” (top right).

access_application

You’ll be taken to a new screen with a menu on the left and form for registrants on the left.

add_registrant

We need to add some records to the events form so under home click on “events”.  Next add in the name of each event as you wish registrants to see it and click the submit button. For demonstrative purposes I’m going to add 3 events: Class 1, Class 2, Class 3. If you want to verify that your records were added click on the “events View” (left side navigation).

Step 7
Now that we have our events in place, we need give registrants the option to select an event. At the top of the page (in small print) click the link to “Edit this application”.  Next click on the Forms tab and from the drop-down menu click  “Registrants”. You should see this.

lookup

From the Insert Field area click and drag over “Look-up”. Name the label “Select Event”. Now indicate the field to be looked up (Events), and then select “Drop-down Single Select” and click done.

name_lookup

Step 8
Time to test our work.  Click the orange access button, and enter a test record. You should see all three of the classes appear in the drop down menu.

reg_submission

Verify your submissions, by clicking on Registrants View (left side of screen).

Step 9
Ok, time to get this baby on your web page. Go to “Registrants” (this is view in which you add records). Click on the down arrow next to “More Actions” and select embed in your website.

In the paragraph in green there is a “Click Here” link to access the view without login. Go ahead and do that…the paragraph background should change color and the text should read “Through this code snippet, you can access the view without login.” Your registration database/application will remain private (no one can edit it), however new records can be added via the web page.

The next row allows you to customize the form that will appear on your page.  Start with “Form Properties”. You can add a “Success Message” or you can refer people to a new page upon successfully submitting a registration file. For this demonstration I have not altered any other settings.

webform

Step 10
Copy and paste the code into onto your web page. Here’s a sample.

Need a Roster?
As the administrator you will want to of course monitor how registration is going. Here’s how to create/access a roster for each event.

Step 1
Go to “Edit This Application,” click on “Views” and select “Registrant View”. Next click on the arrow next to “More Actions” and select “Duplicate this View”. Rename it to “Event Roster” and click “duplicate”.

reg_view

Step 2
Using the menu on the left, select “Set Filters”. On the set filters screen click the blue button titled “New Custom Filter”.  Select Event should be already checked. If its not, check it.

roster

Step 3
To access the roster, click “Access this application” and go to the view “Event Roster”.  You should see a drop-down menu next to the word “Filter”. Using the drop-down menu select the course. Upon doing so you will see a list of everyone that registered for that course.

roster_detail

Extras
Its worth noting that what I’ve outlined here is the most basic registration system and roster. Should you require something more sophisticated, know that Zoho can likely handle it. Read More.

Zoho Creator: FREE Web-based Database

thumbs_up_approved

Over the past week I did some experimenting with Zoho Creator and am very pleased. As far as databases go my needs were simple. I  needed a single file system that would track information about various services I utilize.

After 5 minutes of browsing their getting started pages, which by the way is EXCELLENT, I immediately went to work creating my database. It couldn’t have been easier, and what’s really great about Zoho Creator is the fact that I can now access my information from any computer that has an internet connection.  I’m always synched!!

More Features Worth Noting

  • database creation from templates
  • create a relational database systems
  • drag and drop creation
  • automatically generates a unique ID along with creator/modifier details (name/date)
  • for more sophisticated work you can customize your views of the data, write scripts, define formulas and functions, set filters integrate with third party applications.
  • set user permissions
  • import/export features
  • embed in a website

As if all of the above weren’t enough, Zoho Creator offers the “Marketplace”, which is a  place for you to browse database systems (166) that have already been made. Most are FREE or require a nominal fee. If you like what you see there is an “Install this Application” link which upon clicked will automatically install into your account. No configuration required!!

So whether you have no knowledge of databases, or are a database guru I think you will find that Zoho Creator is an excellent FREE tool and that is easy to use and customize if you so desire.

Maintaining Your Website Portfolio

portfolio

Naturally each time you create or re-design a website, you add it to your portfolio page. I mean why wouldn’t you? You just spent all that time coming up with a perfect design, and validating your web pages. Of course you should post that badge of honor on your portfolio page, but do proceed with caution.

If you have designed a website that others will be managing, you may find that all of your hard work and meticulous efforts will fall by the waste side. It’s real easy for someone who is inexperienced to inadvertently change your HTML or CSS so that it no longer validates. Worse yet, imagine what happens when the “graphically challenged” take over a website…suddenly your banner is replaced and you’ve got a wacked out color scheme.

If you are going to post a website to your portfolio that someone else will be managing, be sure to:

  • check the site frequently to ensure the website is representative of your work (especially if you noted that pages validate for html/css/508).
  • add a note on your portfolio page to indicate that the website is currently being managed by the site owner
  • keep a copy of the site locally, so that if a perspective client points out a flaw in your portfolio you can show them that the original work was picture perfect
  • remove the site from the portfolio if it doesn’t reflect well upon you
  • remove the site if necessary

Proceed with caution when posting a website to your portfolio when you are no longer responsible for managing it!!

Understanding the Clouds

clouds

I want to take some time to explain some infamous “cloud” term(s), which you have probably heard floating around your office or the internetZ lately.

Over the past couple of weeks I’ve spent a fair amount of time reading about “the clouds,” cloud computing, and various cloud services. There’s a lot happening out there, but without really understanding the lingo, it’s hard to move to the place of formulating your own thoughts and strategies surrounding your cloud.

There are some great formal explanations out there, but many lack that basic language the “non-techy” needs when trying to grasp a new technological concept. Take for example Wikipedia. Its defines the cloud “…as a metaphor for the Internet, based on how the Internet is depicted in computer network diagrams, and is an abstraction for the complex infrastructure it conceals.” Not exactly a user friendly definition or description. That said, I would like to offer up my definitions and explanations.

The Cloud. In short, the cloud is the Internet, and as Wikipedia noted, the term “cloud” is a metaphor for the Internet. The great thing about the cloud (aka the Internet), is that you can access it from different locations (for example home or work) and from different devices (laptop/phone). The requirement to accessing the cloud is an internet connection (dialup, broadband, cell phone data networks).

Your Cloud. This refers to you going to the cloud (aka the internet) to access information that belongs specifically to you. Most people already have their own cloud, but aren’t aware of it. For example, if you access your email through a web-based services such as Gmail, Yahoo, .Mac, or any other webmail services (perhaps your office offers the ability to access your email through a website), you are accessing your cloud.

Cloud Computing. A phrase used to reference the idea that people (using computers) can “work from the cloud”.

Working From Your Cloud. Most people perform the majority of their work by using software installed on their computer like Microsoft Office. A document is created or edited, and then it is saved/stored computer for future reference. As long as you have access to that computer, you have access to your files. If you need to work from home, you need to manually move your files to your home (save to a disk/email the file), and when you are ready to work from the office again, you move the file back. To work from your cloud means that you are accessing your files from the Internet, which means that your physical location is irrelevant because your files/data are located on a website. No matter where you are you can always access that data so long as you have an internet connection. Working from your cloud can look very different per person.

Exampes of Working From Your Cloud

  • As I mentioned earlier, a common way in which people are working from their cloud is to access email via webmail. By visiting a website, one can read, compose, send and delete messages through a webpage instead of downloading email messages to a computer which can cause synchronization problems and confusion when attempting to manage email from multiple locations or devices. Geek Alert: Certainly one could argue that email cloud computing doesn’t require the use of webmail, but for the purposes of providing a solid example of how cloud computing looks with regard to email, lets just say that at the very least that webmail is the most tangible explanation.
  • Another way to work from your cloud is to utilize a service (through a website) that meets your production needs. Depending upon the type of work performed there may be a service (free or fee based) that fits the bill. For example, if someone primarily used Microsoft Word or Excel, there’s a good chance that Google Docs or Zoho Docs might serve as an adequate replacement. These applications/services allow you to create, edit, and share word processing and spreadsheet documents through their website without requiring a download of use of software and ensure that you have access to the most current version of the document.
  • It’s true that some forms of cloud computing do not require the downloading of a file, or use of special software, but some do. In fact, a common way in which someone can be working from their cloud is to keep files stored on a website (usually by signing up for a free or fee based service such as Apple’s iDisk or Mozy) or some type of file sharing server. To work on a file, the file is downloaded and edited using software on that computer. When the work is complete its uploaded so that in the future, and regardless of location, the most current version of that file can be accessed.
  • The last example I will share is about collaboration. There are several free and fee *synchronous (Dimdim & WebEx) and **asynchronous (Write Board & Google Docs) web-based collaboration that allow you to share a document with meeting invitees. Sign up with a service, send out an invite list via email along with a link to a website and viola! you’ve got yourself a meeting without the need for travel.

Summary
To work from your cloud really just means that you are working with files you’ve stored on the internet, which may or may not need to be downloaded and used with special software, so that you can work from any location or device that has an internet connection while confident in knowing that you have the most current version.

WebEx Meeting Wont Start on My Mac

cisco_webex_13Are you having problems starting, or joining a WebEx meeting from your Mac? Did you perform a system update, or maybe move your user account to new computer? If so, the answer to your problem may lie within this post.

The Problem
Recently I found my browser hanging on the “one moment please” screen when attempting to start and join meetings. After reviewing the WebEx system requirements and tech support page, I immediately recognized two errors I was making. First, I was using FireFox 3 and Safari to try and join the meeting. WebEx only support FireFox 2+, and offers no support for Safari.

With the problem seeming obvious, I immediately downloaded FireFox 2 and attempted to reconnect to the meeting. Unfortunately, I was faced with the same problem. So in hopes of saving time troubleshooting I decided to contact WebEx for support. Sadly the advice I received from WebEx tech support was actually far from advice. In their words “It should work. I don’t know what else to tell you.” Frustrated, I took the troubleshooting into my own hands and found this solution to clear things right up in 3 simple steps!

The Fix

  1. Navigate to the WebEx Folder: yourcomputer>users>youruseraccount>library>applicationsupport>WebEx Folder
  2. Take the folder and move it to the trash (when you attempt to rejoin or start a meeting, the folder will be automatically be recreated)
  3. Next attempt to rejoin the meeting.

Once I completed these 3 steps, I was able to connect via FireFox 2+, FireFox 3, and Safari.

If you’ve had similar problems and/or have an alternate solution, please comment.

Good Luck.

Toodledo: FREE Task Management Tool!

Toodledo is my favorite FREE task management tool, and in my opinion it beats out other free AND fee based tools. To be fair though, I must admit that my love for the tool and positive experience only extends to individual use—I have not tried any of the collaboration features.

toodledoAbout ToodleDo
In short, Toodledo is a “to do” list you create that allows you to create a task (aka a “to do”) and then assign a description to it, a due date, as well as an organizational category (its capable of much more). I’ve been using it for a couple of months with great success, and I attribute my bliss with the tool its integration with other services/devices that work together to keep me on task and ALWAYS SYNCHED. Certainly Toodledo isn’t the only service out there offering this type of integration, but once I discovered ToodleDo the search was over as I had no need to look any further.

Benefits of This Tool

  • It’s Free (unless you opt in for the pro version which allows collaboration)
  • It’s In “The Clouds” (access it anywhere you’ve got an internet connection—your data is stored with ToodleDo)
  • It’s Always Up to Date (synched)
  • Very Easy to Use (I didn’t need to look at any of the support docs to start my list)
  • Offers Multiple Ways (services/devices) to Access Your List
  • Allows Exports (lets say your not comfortable being in “the cloud”)
  • It Even Lets You Print Your List in a Booklet Format—Too Cool!

How It Works For Me
In an effort to stay on top of my work and my personal life, I tried a variety of approaches and tools including (but not limited to) the use of paper/pen lists, Excel spreadsheets, and services such as iTeamwork (free) and BaseCamp (fee based). All of course had advantages, but none fit the bill because they limited how and when I could access my list.

The flexibility of ToodleDo’s service/device integration has been key to my happiness with the tool, but the main reason I have so much love for it is that no matter how I choose to update my list, I can see the change almost immediately regardless across all services/devices. For example, if I add or remove a to do item via my iPhone, I will see that change reflected the next time I access my list via the web or my widget. I’m always synched!!

Figuring Out What to Enable
Before you start “flipping things on”, take the time to figure out what the ideal task management tool would do for you. Consider the circumstances of when, what and how you want to access your list.

For me, I knew that at work I would probably want to access my to do list via the website because of the option to see things full screen and because of the blazing fast broadband my office offers. I also knew there would be times when something would pop into my head and I would want to quickly add a to do item without disrupting my current workflow. Additionally, I knew I would want to be able to read and add to my list from my phone, while also seeing how my to do’s stacked up to calendared meetings. Lastly I knew that I didn’t want to be inundated with constant reminders of impending due dates. Knowing this allowed me to easily determine what features to enable.

Setting it Up
To get things going, you need to sign up for an account with them. It takes less than a minute and its free (they do offer pro versions) and once signed up, you can begin creating your to do list, or you can skip right over to “Import/Export/Synch” which is where you specify the services/devices you want to integrate with including: iPhone, email, Firefox, Twitter, Google (calendar/igoogle), cell phone browsers, iCal, SMS (text messaging), CVS/XML/TXT/PDA import and export options, RSS, Apple Dashboard Widget, Netvibes, Pageflakes, Jott and TSheets. Third party vendors have also been hard at work in making sure ToodleDo will work with their services so if you want to integrate Outlook or your Blackberry (among others) you’re in luck.

To get your list to work with any of the above services, simply click on the “more details” link. ToodleDo provides great instructions on what needs to be done to get your list working with a particular service/application.

Conclusion
If you need to EASILY track what needs to be done and you want to be able to access your list (add/read/synch) regardless of location/device I suggest Toodledo especially if you want to work from the clouds. *Sign Up Now: http://www.toodledo.com

*I am not affiliated with Toodledo, nor was I contacted by them to write this piece.

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