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Data sharing & project security
Tato offers different views to help you consume project data efficiently.
The activity feed is where you can see all of the interactions that you have access to. You can see the feed cross-project or directly on a project. The activity feed can be searched and filtered to find and interact with specific interactions.
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Some interactions are pushed to the timeline in real time and some are pulled on a schedule, refer to integrations for details.
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Here, we see the cross-project activity feed:
The Interaction view will expose the data from an individual event. An interaction is a meeting, a chat conversation or an activity in a project management app. It is presented as a short event summary followed by a list of extracted snippets.
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the data included in a specific interaction depends on its type. For example, a meeting event is limited to the duration of a call. A chat event is an entire day of chat conversation in a group chat exposed to Tato.
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This example shows a meeting event.
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You can view the original transcript, edit the summary, and more using the […] icon at the top right.
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Snippets are presented as short text paired with additional data points like date, source and status. Snippets is the most granular data view available on the Tato platform. They are extracted directly from the interactions and are exposed on the interface.
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Snippets are also used as the source of truth to generate every other view available in Tato
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Here, we see a snippet example:
Chat is the most flexible view in Tato. You can ask any question and expose project data. Just like a regular chat conversation, you can ask follow-up questions. Chats can be saved so you can get back to them at any time.
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By default, you only chat with the data you can access with your user permissions. You can chat with all accessible data, a specific project, a specific interaction, or a part of the scope tree in the Explorer.
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Here, we see a chat in the context of a project:
The explorer dashboard shows a project hierarchy to help you navigate context.
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Configuring your project scope in the Explorer helps give Tato context as to what’s important to pull out of any interaction.
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Here we see the Explorer default for the Dashboard view.
The RAID dashboard keeps an automatically updated log of Changes, Risks, Assumptions, Actions, Issues, and Decisions.
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Set only the CRAAID items you want to display with the config button at the top right. You can add or edit log items yourself.
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The RAID dashboard view shows you a collection of automatically updated logs:
Expand any of the items to full screen to see a full history of its start and evolution:
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