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Navigate

  1. spaces
    1. Spaces are created by Member Services.
    2. Contact Member Services if you feel a new space needs to be set up
  2. search
    1. This is the magnifying glass on the tool bar (not the gray search bar in the toolbar above).  Used to search for words or replace word(s)
  3. page hierarchy
    1. Find this in the breadcrumbs - provides the location within a hierarchy the page you're on is located.
  4. breadcrumbs
    1. Use the breadcrumbs to copy, move, delete, export the page to Word or PDF, import documents; manage permission restrictions on the page; obtain the page link that follows it no matter what the name of the page is; review the page history, attachments, hierarchy and attachments.
  5. sidebar
    1. Sidebar can be collapse or expanded by the arrows on the bottom of the sidebar
    2. Can be configured (if you have authority) the sidebar for Page Tree or Child Pages (suggest Child Pages)
      1. Provides a listing (hierarchy) of the page and any child pages of the page you are on

Create Pages

  1. "Create" button
    1. Creates a page as a child to the page you are currently on (and space)
  2. Templates
    1. Templates can be imported (typically done by the administrators) so that they can be used when a "create" page is selected.
  3. Copy page
    1. Using the breadcrumbs, you can copy a page and rename it to set up a new page
    2. When you copy, and save with a new page title, you are creating a new page in that space - so if you are using a format from another committee or council, be sure that after you save the new page, that you use "Move" to transfer that new document to the correct space for the committee or council.

Edit Pages

  1. Headings
    1. When editing a heading, you are changing the page name
    2. If you use a link by copying the URL bar, that could change if the heading is changed. Use the breadcrumbs to "Link to Page" to copy the internal page link (it will not change even if you change the heading)
  2. Referencing users
    1. To reference someone that is a wiki user, use the "@" and start typing their name (such as "@Jim Wilson" will show up as Jim Wilson which will link to that person's contact information)
  3. Specifying dates
    1. To specify a date use "//" and a calendar will pop up so you can choose the date.  Click on the date and it will put it in your document (they appear as )
  4. Specifying tasks
    1. On the toolbar, there a box with a checkbox in it.  When you click on it it creates a task (that can be assigned to someone (shown in front of this comment).  Examples of a task items below:
      • Marilyn Hunter (Unlicensed) to update tips for the wiki usage and tips by 
      • When task is complete - just click on the box and the check will appear (completed)
  5. Tables
    1. Creating
      1. Create a table by clicking on the table icon in the task bar.  Determine the number of rows and columns by highlighting the size.  You can always add or delete rows or columns
    2. Adding, deleting, copying, moving rows
      1. To modify the rows, when you are in the table, a toolbar comes up for the table and the row icons to add (either above or below), delete, copy, move the rows
    3. Adding, deleting, copying, moving columns
      1. Like the rows, there are also icons to add (either left or right of column you are on), delete, copy, or move the columns
    4. Row headers
      1. On the table toolbar, there is an icon with the top row in gray.  Click on it will create that row as a header and will not be considered for row numbers.
    5. Column headers
      1. Like the row headers, there is an icon with the first column is gray.  Click on it will create that column as a header.
    6. Row numbers
  6. Adding attachments
  7. Links
    1. Other pages
    2. Websites
    3. Attachments
  8. Sections
  9. Word import

Share Pages

  1. Linking
  2. "K" => Ctrl+C => Esc
  3. URL in address bar
  4. Menu: "Link to this page..."


Terminology

  • Atlassian
    • the company that developed Confluence and JIRA Software (and others), and offers it them as services as part of Atlassian Cloud
    • Atlassian is an Australian company.
  • Confluence
    • a set of web pages with a style more suited for documentation/operations than marketing.
    • a collaborative content-development environment.
    • in an AgGateway context, it's "the wiki"
    • a companion application to JIRA (single sign-on)
  • JIRA
    • a project-oriented task-management tool
    • a companion application to Confluence (single sign-on)
  • project
    • a set of related tasks in JIRA
    • every task in JIRA must be associated with a project
  • space
    • a collection of related wiki (Confluence) pages
    • a space may have permissions assigned to it distinct from other spaces
  • wiki

Key Concepts

  • AgGateway's Atlassian Cloud service includes:
    • Confluence ("the wiki")
      • The wiki is composed of spaces.
        • Spaces are composed of pages and each space has a root page.1
          • Pages can have child pages. (Conversely, all pages except root pages have a single parent page.)
          • Pages can have attachments
    • JIRA Software ("JIRA"–don't know why it's in all caps)
      • JIRA is composes of projects.
        • Projects are composed of tasks.

1Technically a space may have more than one root page, but that situation is rare, is not obvious to accomplish, and is not important to the wiki user when such a situation exists (i.e., the user wouldn't know about it or care if they did know about it).


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