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  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
  6. toolbars
    1. There are a number of toolbars, depending on where you are in the page.  You can hover over an icon to find out what the icon is for or use the drop-down arrows.
  7. watch
    1. You can identify what spaces or pages you watch - when changes are made and the "notify watchers" is checked, you will be notified of the changes to the page via email.  You click on the "watching" icon (that looks like an eye) to manage what you want to watch within that space.

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.
  4. Word import
    1. To import a word document, you should NOT be in edit mode.  Click on the breadcrumbs (...) and select "Import Word Document", then follow the direction and determine how you want to import.

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 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
      1. Using the table task bar, click on the setting icon (looks like a gear), and select insert row numbers).  This will insert row numbers on all rows that are NOT headers.
  6. Links
    1. Other pages
      1. You can link other pages, but clicking on the "link" icon (looks like a paperclip).  Choose either to find the page by searching for it, or most recently viewed - then find your page and click "insert".
    2. Websites
      1. See instructions to the "other pages", but when you get to the options, click on "web link", locate the website and click insert.
    3. Attachments
      1. See instructions to the "other pages", but when you get to the options, click on "files", locate the file you want to attach and click on insert
  7. Sections
    1. You will need to click on the page layout icon (looks like 2 columns or text),  This will provide an additional toolbar.  You can ad a section by clicking on the + Add Section.  You can delete or move the section using this toolbar, as well as determine how many columns you want in the section.

Share Pages

  1. Linking
    1. To share a link to a page, you can either copy the URL address, or go to the breadcrumbs (...) and click on "link to this page", then copy the link there.  Caution:  The URL address can change if you change the title of the document, but the "link to this page" does not change - so it is best to use this link rather than the URL address.
  2. URL in address bar
    1. See note above in "Linking"
  3. Export to Word or PDF
    1. To export a page to Word or pdf document - click on the breadcrumb (...) and then click on "Export to Word" or "Export to PDF"


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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