Viewing POCs¶

Welcome! As a customer, you've been invited to participate in a Proof of Concept (POC) engagement. This guide will help you understand how to view and navigate your POC.

Getting Started¶

Your Invitation¶

You received an email invitation containing:

POC name and description
Details about the engagement
A unique access link
Instructions to get started

First-Time Access¶

Click the link in your invitation email
If you don't have an account:
You'll be prompted to create a password
Fill in your profile information
Click Create Account
If you already have an account:
Log in with your credentials
You'll be taken directly to your POC

POC Dashboard¶

Your POC List¶

After logging in, you'll see all POCs you're participating in:

┌─────────────────────────────────────────────────────────┐
│ My POCs                                                  │
├─────────────────────────────────────────────────────────┤
│ Acme Corp Integration                                   │
│ Started: Feb 1 | Due: Feb 15                           │
│ Progress: ██████████░░░░░░░░ 60%                       │
│ 6 of 10 tasks complete                                 │
│                                                          │
│ Status: Active | Last updated: 2 hours ago             │
└─────────────────────────────────────────────────────────┘

POC Overview¶

Click on a POC to see the overview:

Name and Description: What this POC is about
Timeline: Start and end dates
Progress: Overall completion status
Success Criteria: Goals and objectives
Your Contact: Sales Engineer managing the POC
Tasks: List of activities and deliverables

Understanding POC Information¶

POC Details¶

Key information you'll see:

Field	Description
Name	Title of the POC
Description	Goals and objectives
Start Date	When the POC began
End Date	Target completion date
Status	Active, Completed, or On Hold
Progress	Percentage complete
Success Criteria	What defines success

Your Role¶

As a customer, you can:

✅ View all POC details
✅ See all tasks and their status
✅ Read task descriptions and resources
✅ Add comments and feedback
✅ Mark tasks as complete (from your perspective)
✅ View progress and timelines
✅ Generate reports
❌ Cannot edit POC structure
❌ Cannot create or delete tasks
❌ Cannot see internal team comments

Viewing Tasks¶

Task List¶

Tasks are the building blocks of the POC:

📋 Setup Phase (Task Group)
├─ ✓ Task 1: Review Prerequisites (Completed)
├─ ✓ Task 2: Setup Environment (Completed)
└─ ⚡ Task 3: Configure Settings (In Progress)

📋 Implementation Phase (Task Group)
├─ ⚡ Task 4: API Integration (In Progress)
├─ 📋 Task 5: Data Migration (Not Started)
└─ 📋 Task 6: Testing (Not Started)

Task Status¶

Tasks have different statuses:

✓ Completed: Task is finished
⚡ In Progress: Currently being worked on
📋 Not Started: Hasn't begun yet
🚫 Blocked: Waiting on something

Task Details¶

Click on any task to view:

Name and Description: What the task involves
Status: Current state
Assigned To: Who is responsible
Resources: Documentation, links, code samples
Comments: Discussion and feedback
Your Input: Area to add your comments

Resources¶

What are Resources?¶

Resources provide helpful information for tasks:

🔗 Links: Documentation, guides, videos
💻 Code: Sample code and configurations
📝 Text: Instructions and explanations
📄 Files: Documents and diagrams

Accessing Resources¶

Open a task
Scroll to the Resources section
Click on any resource to view it:
Links open in new tab
Code displays with syntax highlighting
Text shows formatted content
Files can be downloaded

Using Resources¶

Resources help you: - Understand what needs to be done - Learn about the product or service - Complete assigned activities - Answer questions you might have

Learn more about resources →

Your navigation menu includes:

Dashboard: Overview of all your POCs
POCs: List of POC engagements
Profile: Your account settings

Within a POC:

Overview: POC summary and progress
Tasks: Detailed task list
Resources: All POC resources (if available)
Comments: Discussion threads
Reports: Generate documents

Breadcrumbs¶

Use breadcrumbs to navigate back:

Home > My POCs > Acme Corp Integration > Task 5

Filters and Views¶

Filtering Tasks¶

Filter tasks by:

Status: Show only In Progress, Completed, etc.
Assigned To: Your tasks vs team tasks
Task Group: View specific phases

Sorting Tasks¶

Sort tasks by:

Order: Default logical order
Status: Group by completion state
Date: By due date or creation date

View Options¶

Choose your preferred view:

List View: Detailed task list
Kanban View: Visual board by status
Timeline View: Calendar-based view

Search¶

Searching Tasks¶

Use the search box to find:

Task names
Task descriptions
Resource titles
Comments

Search Tips¶

Use specific keywords
Search is case-insensitive
Results highlight matches
Clear search to see all tasks

Progress Tracking¶

Visual Progress¶

Track completion visually:

Overall Progress: ██████████░░░░░░░░ 60%

Tasks by Status:
✓ Completed:   ████████████░░░░ 60%
⚡ In Progress: ████░░░░░░░░░░░░ 20%
📋 Not Started: ██░░░░░░░░░░░░░░ 10%
🚫 Blocked:     ██░░░░░░░░░░░░░░ 10%

Timeline¶

See where you are in the POC:

Start                  Today                End
|────────────────────────●──────────────────|
Feb 1                 Feb 8              Feb 15

Week 1: Complete ✓
Week 2: In Progress ⚡ (60% done)
Week 3: Upcoming 📋

Success Criteria¶

Monitor progress toward goals:

Success Criteria:
✓ Integration Tested (100%)
⚡ Performance Validated (75%)
📋 Security Reviewed (0%)

Overall: 58% toward success goals

Notifications¶

What You'll Be Notified About¶

You receive notifications for:

New comments on tasks you're following
Tasks assigned to you
Status changes on key tasks
Important updates from the team
Approaching deadlines

Notification Settings¶

Customize your notifications:

Go to Profile > Settings
Select Notifications
Choose what to be notified about
Select notification method (email, in-app)

Tips for Success¶

Stay Engaged¶

✅ Do: - Log in regularly to check progress - Read task descriptions carefully - Review resources provided - Ask questions in comments - Provide timely feedback - Mark tasks complete when you've reviewed them

Communicate Effectively¶

✅ Do: - Add comments with specific feedback - Ask questions if something is unclear - Report issues or concerns promptly - Be responsive to team questions - Keep communication professional

Review Resources¶

✅ Do: - Read provided documentation - Try code samples - Watch video tutorials - Follow step-by-step guides - Bookmark important resources

Accessibility¶

Navigate efficiently with keyboard:

Tab: Move between elements
Enter: Open selected item
Esc: Close dialogs
Arrow keys: Navigate lists

POC Manager supports screen readers with:

Semantic HTML structure
ARIA labels
Alt text for images
Keyboard accessibility

Text Size¶

Adjust text size:

Use browser zoom (Ctrl/Cmd +/-)
Check browser accessibility settings
Use high contrast mode if needed

Mobile Access¶

Mobile Browser¶

Access POCs on mobile devices:

Responsive design adapts to screen size
Touch-friendly interface
All core features available
Optimized for phone and tablet

Mobile Tips¶

Use landscape mode for better viewing
Pinch to zoom on detailed content
Pull to refresh task lists
Swipe to navigate between sections

Getting Help¶

In-App Help¶

Access help within the application:

Help Icon: Click ? for contextual help
Tooltips: Hover over elements for quick tips
Documentation: Link to this guide

Contact Your Team¶

Need assistance?

Add a Comment: Ask in the POC comments
Contact Sales Engineer: Use provided contact info
Send Email: Reply to your invitation email

Technical Issues¶

For technical problems:

Try refreshing the page
Clear browser cache
Try a different browser
Contact your Sales Engineer

FAQs¶

Q: Can I edit task information?
A: No, only the POC team can edit tasks. You can add comments and mark tasks complete.

Q: Why can't I see some comments?
A: Internal team comments are not visible to customers for team coordination.

Q: Can I add other people from my team?
A: No, ask your Sales Engineer to send them an invitation.

Q: How do I know if I need to take action?
A: Tasks assigned to you or marked "Needs Customer Input" require your attention.

Q: Can I download the POC information?
A: Yes, you can generate reports in PDF or Markdown format.

Q: What happens after the POC ends?
A: You'll retain read-only access to the POC for reference.

Next Steps: