Automatic KeyPoint

As you type your e-mail, Liaise creates KeyPoints for the Actions or Issues in your message. The KeyPoints are summaries identifying who the Action or Issue is for, when it's due and the level of priority. The following is an example:

Create a KeyPoint
If Liaise does not automatically create a KeyPoint, you can create a KeyPoint by clicking on the symbol appearing next to the paragraph.

Edit a KeyPoint
Using your keyboard: ‘arrow down’ or ‘arrow up’ to move to the relevant KeyPoint.
Use the ‘Tab’ key to move through the KeyPoint fields. At the end of your edit, hit the ‘Enter’ key.
Using your mouse: Click on the relevant field. At the end of your edit click anywhere outside of the KeyPoint fields.

Remove a KeyPoint
Click on any of the KeyPoint fields and select the symbol at the end of the KeyPoint.

View Responses to your Liaise Messages
To help quickly identify what needs to be managed in a given e-mail conversation, incoming responses to Liaise messages display a catalog of the KeyPoints from the original message in a panel on the left.

Update KeyPoints
KeyPoints appearing in the catalog can be updated at any time. Updating the KeyPoint will NOT change the text of the original message. To update the KeyPoint click on the relevant field or click on the symbol at the top left of the KeyPoint.

To update the KeyPoint click on the relevant field or click on the symbol at the top left of the KeyPoint.

Liaise™ Bar

The Liase Bar displays information about people relevant to your current context.
The Liase Bar automatically determines your current context based on currently selected, e-mail messages, Calendar entries or people from your list of Contacts.

To define a specific context, click the ‘Liaise’ logo at the far left of your Liase Bar and select a context from the menu.

Alternatively, type into the Search on the far right of your Liase Bar to find a context based on 'people', 'distribution lists', 'initiatives' or 'scheduled meetings'.

The 'Activity Meter' (number of bars) next to each person's name indicates the amount of work you are currently waiting on from that person. A red colored bar indicates work has been marked as 'at risk' or is 'overdue'.

Liaise™ Manager
From the names displayed in your Liase Bar, click on a 'person' or click 'All' to launch the Liaise Manager.
The Liaise Manager presents relevant Actions and Issues grouped by 'Initiative' and then 'Conversation' (subject of the e-mail).

Click the arrows next to the 'Initiative' or 'Conversation' to expand or contract the information displayed.

Refine your focus
Additional filters can be added to the information currently displayed in your Liaise Manager.
To filter by a specific context click the ‘Liaise’ logo at the top left of your Liaise Manager, then select a context from the menu.

To filter for specific people, click the drop down button on the top right of the Liaise Manager to select/unselect people.

Track the progress of the conversation
In the Liaise Manager click on a ‘subject’ and the ‘conversation’ will be displayed on the right panel of the Liaise Manager.
The Conversation shows a digest of all the messages you have sent and received in relation to that 'subject'.
Clicking on any of the messages will expand to show the entire contents of that message.

Follow-Up
Hover the mouse over a message, a toolbar is presented with options for following up via Reply, Reply All, Forward or Remind.

Update Initiatives and Conversations
Select the next to an Initiative or Conversation to update all the KeyPoints within it.

Generate a 'Follow-Up Report'
Click the Report button at the top of the Liaise Manager to generate a Follow-Up report based on the current information displayed in the Liaise Manager.