Microsoft Office Live Small Business includes a collection of Web-based applications and workspaces that are designed to help you manage your business and collaborate with employees, customers, and partners.
Applications are primarily used to manage and share information, while workspaces are used to collaborate with a group on documents, projects, and events. Both have a dashboard as their default page, default Web Parts for the dashboard, and selected lists and/or libraries.
This topic describes the applications, workspaces, lists, and libraries that are included with Office Live Small Business. For information about the schemas for any of these items, see Application Schemas.
Applications and workspaces
You can add new applications and workspaces to your Office Live Small Business subscription. Though you can add a subsite under a site in Microsoft Windows SharePoint Services, you cannot add a new application or workspace under an existing one in Microsoft Office Live.
When adding a new application or workspace, the first step is to decide which application or workspace template you want to start from. For information about selecting a template, see How to: Choose a Template. After that, you can create the new application or workspace. For more information, see How to: Create an Application or Workspace.
You have a number of options for customizing applications and workspaces. For more information, see How to: Customize an Application with SharePoint Designer 2007.
Lists and libraries within one application or workspace cannot share information with other applications or workspaces. This feature enables you to take advantage of application-level permissions to control access to sensitive information. For example, you can give all authorized users access to Project Manager to share information about current projects, while protecting personal and financial information in applications in Company Administration by only granting access to select individuals.
Office Live Small Business includes the following applications and workspaces. You can access the applications and workspaces by clicking links on the left navigation bar. The left navigation bar also contains navigation groups, which are logical groupings of applications.
| Left Navigation Bar Link | Application or Workspace | Description |
|---|
| Business Contact Manager | Business Contact Manager | Manage business relationships and track customer communications, your sales opportunity pipeline, and your leads. |
| Time Manager | Time Manager | Manage schedules and calendars. |
| Project Manager | Project Manager | Organize and track your projects. |
| Document Manager | Document Manager | Store, share, and monitor the versions of your business documents in a central location.
|
| Sales | (Navigation group) | Find links to the Sales applications. |
| Competition Tracker | Track details and news about competitors and compare your key products with theirs. |
| Customer Support | Track customer service requests and resolutions, and share FAQs and articles
that address requests. |
| Estimates | Track quotes and orders. |
| Company Administration | (Navigation group) | Find links to the Company Administration applications. |
| Company Assets | Track company assets, their growth or depreciation, and their use by employees. |
| Employee Directory | Maintain basic information about employees. |
| Expenses | Record and track details about employees’ expenses. |
| Jobs & Hiring | Track job openings, candidates, and feedback about candidates. |
| Training | Track training courses and individuals participating in courses. |
| Workspaces | (Navigation group) | Find links to workspaces. |
| Customer Workspace | Share information with your customers and other contacts. |
| Basic Meeting Workspace | Plan and organize a meeting, including its agenda, attendees, documents for review, and objectives. |
| Team Workspace | A central place to store information about your team in the following: Announcements, Calendar, Links, Shared Documents, Tasks, and Team Discussion. |
| Wiki Workspace | Create a forum for sharing knowledge. For example, you could brainstorm ideas, collaborate on designs, or build an encyclopedia of knowledge. |
Lists and libraries
Applications and workspaces are mostly composed of lists, libraries, and a customizable dashboard for quickly viewing data inside lists and libraries. You can access the lists and libraries by clicking the tabs at the tops of pages. Office Live Small Business includes the following lists and libraries:
| Application or Workspace | List or Library | Purpose |
|---|
| Business Contact Manager | Accounts | Record and manage detailed information about the companies you do business with. |
| Contacts | Organize and store extensive information about your contacts. |
| Opportunities | Capture the details of a potential sale with an account or contact. |
| Products | Record, organize, and store information about your individual products, and to develop a centralized catalog of the items and services you offer.
|
| Business Documents | Share documents with your team. |
| Time Manager | Schedule and Reservations | View a calendar or calendar list of your day-to-day appointments and reservations. |
| To Do | Track the progress of task-related actions and deliverables.
|
| Resources | Document shared assets, such as cameras and vehicles. Users can reserve and track listed resources in Schedule and Reservations. |
| Manage Resources | Group individual resources as a unit, such as a shared laptop and projector used for presentations.
|
| Project Manager | Projects | Record general project details and get an overview of all projects’ progress. |
| Project Milestones | Record and track the progress of significant project dates and deliverables. |
| Project Tasks | Divide project work, assign tasks, and track employees’ progress on tasks. |
| Project Issues | Record and track any issues or points of concern throughout the project lifecycle. |
| Document Manager | Document Library | Collaborate on, share, store, and monitor the versions of documents in a central location. |
| Picture Library | Store and share your pictures in a central location. |
| Competition Tracker | Competition | Record key details about competing organizations and to monitor the level of risk these organizations present to your company. |
| News Intelligence | Share news items about competitors in a central location. |
| Product Information | Compare your products with competitors’ products and to monitor the level of risk these products present to your products. |
| Customer Support | Service Requests | Record request details, track inquiry resolutions, and associate Knowledge Base articles with requests. |
| Support FAQs | Document and share frequently asked questions and answers for quick reference when communicating with customers. |
| Knowledge Base | Store and share articles that help to address customers’ service requests. |
| Estimates | Quotations | Record and track quotes provided to customers, and their status. |
| Order Information | Record and track details about orders. |
| Company Assets |
Assets
| Track company assets and their growth or depreciation in value since purchase. |
| Asset Requests | Track requests for, and the use of, items in the Assets list. |
| Employee Directory | Employees | Maintain basic information about employees. |
| Expenses | Expense Reports | Record and track details about employees’ expenses. |
| Jobs & Hiring | Requisitions | Track job openings across the organization. |
| Candidates | Record and track applicants for open positions listed in the Requisitions list. |
| Candidate Feedback | Record and track feedback about candidates across interview cycles. |
| Training | Training Courses | Record details about training events for employees, customers, and other groups. |
| Training Enrollments | Record and track individuals attending training events. |
| Workspaces | Customer Workspace | Share information with your customers and other contacts. |
| Basic Meeting Workspace | Plan and organize a meeting, including its agenda, attendees, documents for review, and objectives. |
| Team Workspace | A central place to store information about your team in the following: Announcements, Calendar, Links, Shared Documents, Tasks, and Team Discussion. |
| Wiki Workspace | Create a forum for sharing knowledge. For example, you could brainstorm ideas, collaborate on designs, or build an encyclopedia of knowledge. |