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1. Introduction

The article contains all essential information for you to make full use of this platform’s features as an editor. The following sections will be covered in this document:

  • Creating and editing a page

  • Heading Styles

  • Differentiating content in different coloured panels

  • Adding images or file attachments

  • Adding links

  • Adding tables

  • Setting up a page-level table of contents

  • Searching for content

  • Deleting a page

  • Copying a page

  • Moving a page

  • Viewing page history

  • Adding a page favourites

  • Adding a label/tag to a page

  • Standards to follow when creating articles

2. How do I create or edit a page?

2.1 Creating a page

There are two options to create a page.

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  • STEP 1: Click on the pencil icon at the top of the page to edit.

  • STEP 2: Once you have edited the page, click on the Publish button at the top, to update and publish the page.

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3. How do I add different heading styles?

You can add different heading levels within an article using the 'Text styles' control at the top of the page.

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Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#DEEBFF

Note: By specifying a heading style to your title, it will help you when generating the auto table of contents for the page, and will create a link to each title within a page (once published, this link can be copied and used as a direct link to the specific title).

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4. How do I add a coloured panel to highlight content?

To highlight specific content areas within an article, you have several options that can be used. Below are some of these options and how it can be added into your article.

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Icon

Panel

Description

Info

A blue coloured panel with an info icon. This panel can be used for additional notes or information.

Note

A purple coloured panel with a note icon. This panel can be used for any special notes or things that need to stand out.

Success

A green coloured panel with a tick icon. This panel can be used for success messages (e.g. Page is successfully created) or tips.

Warning

A yellow coloured panel with an exclamation icon. This panel can be used for warning messages or examples.

Error

A red coloured panel with a cross icon. This panel can be used for error messages (e.g. Do you want to delete this page?).

Add emoji

Select this emoji icon to customise the panel icon and select from a list of emojis available.

Remove emoji

Select this option to remove the panel icon (emoji) and leave it only as a coloured box.

5. Adding images and file attachments

5.1 Adding an image

To place an image into your article, follow the below steps:

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  • STEP 3: This will open a dialog box where you can browse to where your files are, and select one of it. This will place the file as an attachment where your cursor was.

6. Adding links

External or internal links can be added to an article using the following steps:

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  • STEP 1: Click on the text that the link is embedded to.

  • STEP 2: Click on the Edit link option and add the new link details and press the Enter key to update details.

  • STEP 3: Other functions available when editing a link, are listed below:

    • Display URL: This dropdown will display options where you can display the link as a URL or display the page name inline. By default, none of these options will be used.

    • Open link in new tab: Use this icon to open the link in a new tab.

    • Unlink: Unlink the link using this icon.

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7. How do I add a table?

Risk Type

Total Number of Risks

Strategic

100

Operational

50

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7.1 Adding a table

There are several options how a table can be added.

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  • Table options

    • Header row – Add a header row to the selected table. (Tip: When the table grows in size, this option will help by freezing the header row when scrolling vertically.)

    • Header column – Add a header column to the selected table. (Tip: When the table grows in size, this option will help by freezing the header column when scrolling horizontally.)

    • Numbered column – Add a column at the start with auto-numbering. This will add a number starting from 1, to all columns in the table.

  • Chart icon – Insert a chart below, based on the selected table. See section 7.4 Charts for more details.

  • Remove table icon – Delete the complete table by clicking on this icon.

7.4 Charts

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8. How can I setup a page-level table of contents?

There are two options to setup a page-level table of contents.

  • STEP 1: Place your cursor at the point you want to add a table of content.

Option 1

  • STEP  2.1: Click on the + icon in the controls panel at the top of the page. Select or type 'Table of contents' and press Enter to add a table of contents.

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Option 3

  • STEP 2.3: Type in the key / followed by the word 'table of content' and select the table of content by clicking on it.

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8.1 Table of Content Options

There are several options available to be performed on the table, once a table of contents is added.

  • To expand table of contents: If the table of contents has long titles, you can expand the width of the table of contents by clicking on the popup options. It can be expanded to two sizes to fit the width of page.

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  • Pencil icon - This field gives more options.

    Image Removed
    • output type: table of contents displays in to ways

      1. table of contents displayed in list type

        Image Removed
      2. table of content displayed in flat type:

        Image Removed
  • Remove table of content icon – Delete the complete table of content by clicking on this icon.

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9. Searching for content

  • To search any content quickly, simply click on the search bar at the top of the page.

  • Key in the search word within “” (double quotations) and select the page if you see the exact same page.

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Please refer the How to use this platform – for all users article for more information.

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10. How do I delete a page?

If you want to delete a page,

  • Select the more actions () icon at the top-right corner of the page.

  • Select the delete option.

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  • Once the Delete button is clicked, a popup message ‘Send to trash?’ will appear, click on the Delete button to delete the page or click on Cancel button to cancel deleting the page.

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11. How do I copy a page?

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  •  If you want to copy an article, click the Copy button placed at the top right corner under more actions ().

  • Clicking the Copy button allows you to copy the whole article, including the article header and the components of all levels.

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12. How do I move a page?

If you want to move a page,

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Once the chart icon is clicked as in the figure below, a default chart will be added based on the created table.

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You can customise this chart based on how you wish to display the information in the table. The following options will be available when clicked on top of the chart.

  • Back to center – This is the default chart width. If you have changed the chart width, then click on this to reset it back to the normal size.

  • Go wide – If the chart has several values in the X-axis this option can be used for better viewing purposes.

  • Go full width – This option will increase the chart width to the maximum width of the page. This can used if the chart has many values in the X-axis.

  • Chart options – Click on this button to open a panel displaying several options to customise the chart.

    Image Added
    • Chart type – Select this dropdown to select between a Bar, Line, or Pie chart.

    • Data tab – Select which column to denote as the X-axis if the chart is a bar or line chart, and the Category if the chart is a pie chart. Below that, select the Data series to be represented as the value.

    • Customize tab – Customise the chart’s Style, Title, and Legend values.

  • Edit source – Click on this option to edit the values in the table that are displayed in the chart.

  • Remove chart – Click on this icon to remove the chart.

Risk Type

Total Number of Risks

Strategic

100

Operational

50

We don't have a way to export this macro.

Figure 7.4.4

8. How can I setup a table of contents?

8.1 Adding a table of contents

If a page is too lengthy, adding a table of contents will help you navigate easily within that page. There are two options to setup a page-level table of contents.

  • STEP 1: Place your cursor at the point you want to add a table of contents (ideally, this will be at the top of a page).

Option 1

  • STEP  2.1: Click the + icon in the controls panel at the top of the page. Select or type 'Table of Contents' and press Enter to add a table of contents.

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Option 2

  • STEP 2.3: Type in the key / followed by the word 'table of contents' and select the table of contents control by clicking on it.

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8.2 Table of contents options

There are several options available to customise the table of contents, once added.

  • Edit – See section Edit table of contents below, for more details.

  • Back to center – This is the default table of contents width. If you have changed the table of contents width, then click on this to reset it back to the normal size.

  • Go wide – If the table of contents have lengthy titles, this option can be used for better viewing purposes.

  • Go full width – This option will increase the table of contents width to the maximum width of the page.

  • Remove – Click on this icon to remove the table of contents.

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8.2.1 Edit table of contents

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Field

Default

Description

Output type

list

There are two options to list the titles:

  • List: The titles will be listed one below the other and indented according to its heading level.

Image Added
  • Flat: The titles will be listed next to each other as a block, separated by the specified 'Separator' field.

Image Added

Display section numbering

unticked

Display a section numbers to your titles by ticking this checkbox.

List style

disc

  • default – matches Confluence's default bullet style which uses a different style for each level

  • none – no bullet for any title

  • disc – a filled circle for all titles

  • circle – an open circle for all titles

  • square – a square for all titles

  • decimal – a numbered list (1, 2, 3, etc.) for all titles

  • lower-alpha – a lower-case, alphabetical list (a, b, c, etc.) for all titles

  • lower-roman – a lower roman numeral list (i, ii, iii, etc.)

  • upper-roman – an upper roman numeral list (I, II, III, etc.)

Heading indent

Enter the pixel value to indent the heading levels (e.g. 10px).

Separator

brackets

  • brackets – each title is enclosed by square brackets: [ ]

  • braces – each title is enclosed by braces: { }

  • parens – each title is enclosed by parentheses: ( )

  • pipe – each title is separated by a pipe symbol: | |

Minimum heading level

1

The minimum heading level to list heading titles in the TOC (e.g. 2 will list heading titles from level 2 onwards).

Maximum heading level

7

The maximum heading level to list heading titles in the TOC (e.g. 5 will list heading titles up to level 5).

Include headings

*/

If set, any headings not matching the regular expression are ignored (e.g. .*\.[1//2]).

Exclude headings

If set, any headings that match the regular expression are ignored (e.g. .*\.[1//2]).

Printable

ticked

If this checkbox is unticked, the TOC will not be visible in the printable output.

CSS class name

If a CSS class is used to format the page, you can use the class name here to customise the look of the TOC.

Absolute URL

unticked

If checked, the links in the TOC will be full URLs.

9. Searching for content

  • To search any content quickly, simply click on the search bar at the top of the page.

  • Key in the search word within “” (double quotations) and select the page if you see the exact page.

Tip

Tip: Keying in words within “”, will filter out pages having the exact phrase. To filter pages with multiple words which isn’t the exact phrase, enter the words without “”

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Please refer the How to use this platform – for all users article for advance search features.

10. How do I delete a page?

If you want to delete a page, follow the below steps:

  • STEP 1: Click the more actions () icon at the top-right corner of the page.

  • STEP 2: Select the Move Delete option.

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  • STEP 3: Once the Move button has been Delete option is clicked, a popup will display with all articles; simply click on the place that the article needs to be moved or simply drag the page that need to be moved on your left-hand side bar under the space.

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13. How do I view the page history?

  • Select the More Actions (...message ‘Send to trash?’ will appear. Click on the Delete button to delete the page or click on Cancel button to cancel deleting the page.

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11. How do I copy a page?

If you want to copy a page, follow the below steps:

  • STEP 1: Click the more actions () icon at the top-right corner of the page.

  • Select Page history.

  • Clicking Page history gives the current version with all versions created, published date and the Author.

  • Actions can be either restored or deleted as per your wish.

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  • clicking the Compare selected version, shows the comparison of previous versions.

  • denoting with three colours:

    • Red - lines that were removed from the article.

    • Green - lined that were added to the article.

    • Blue - formating changes.

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14. Can I make a page as a favourite?

  • If you want to make a article as your favourite, click on the Star button.

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  • Click Camms > Starred STEP 2: Select the Copy option.

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  • STEP 3: A popup window will let you select from a dropdown, the 'Parent page' to where you want your new page displayed under.

Info

Note: Clicking the Copy option will let you copy the whole article, including the article headers and all components at all levels.

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12. How do I move a page?

If you want to move a page,

Option 1:

  • Click the more actions () icon at the top-right corner of the page.

  • Select the Move option.

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  • A popup will display with all articles; simply click on the place that the article needs to be moved.

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Option 2:

  • Simply drag the page that need to be moved on your left-hand side under your profile to find the page which has been starred.

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  • Clicking on the star makes it easier to find.

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15. Can I add a label/tag to a page?

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  • bar under the space.

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13. How do I view the page history?

  • Select the More Actions (...) icon at the top-right corner of the page

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  • .

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2. Option 2: Click on the labels icon below the page to add a label.

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  • Once the add Labels button is clicked, a popup will display as ‘labels’. Type the label name, press the Enter key on your keyboard and click the Close button.

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16. Standards to follow when creating articles

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Each button used in the article will be displayed in Bold letters with all CAPITAL or the first letter CAPITAL.

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2. Each icon used in the article will be displayed with Bold letters with lower case letters.

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3. Figure captions - centre aligned and italicised

4. Page names - within single quote marks (e.g. This will open the 'Risk Register' page)

5. Each Link path attached to the article will be displayed in with bolded letters underlined.

(e.g.  menu > workspace > my settings)

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6. Each link attached to the article will be displayed in italicise. (www.Google.com)

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7. Each note used in the article will be displayed in blue color, whereas each tips used will be displayed in green colour.

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  • Click Page history.

  • Clicking Page history gives the current version with all versions created, published date and the Author.

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  • Actions can be either restored or deleted as per your wish.

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  • Clicking the Compare selected version, shows the comparison of previous versions.

  • Denoting with three colours:

    • Red – lines that were removed from the article.

    • Green – lined that were added to the article.

    • Blue – formatting changes.

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14. Can I make a page as a favourite?

  • If you want to make a article as your favourite, click on the Star icon.

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  • Click Camms > Starred on your left-hand side under your profile to find the page which has been starred.

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  • Clicking on the star makes it easier to find.

15. Can I add a label/tag to a page?

  1. Option 1: Select the more actions () icon at the top-right corner of the page and Select Add labels.

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2. Option 2: Click on the labels icon below the page to add a label.

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  • Once the add Labels button is clicked, a popup will display as ‘labels’. Type the label name, press the Enter key on your keyboard and click the Close button.

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