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Advanced Getting Around

Up: Workspace Tour - Table of Contents
Back: How do I find my way around?

Here are some more advanced workspace navigation techniques. If you like, you can go back to the basic page, called How do I find my way around?

You can use tags to group pages that are related. Anyone can put a tag on a page by clicking the Add tag button in the sidebar. You can find pages with a given tag by clicking the tag if it appears in the sidebar, or by going to the dashboard, then clicking on the "All tags" link.

Navbar-All-tags.png

Next: Can I change something?

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How do I make links?

Up: Workspace Tour - Table of Contents
Back: What's the funny punctuation?

Making links in Socialtext is very simple.

To add a link to a page in the workspace, first double-click to enter editing mode. Alternatively, click the Edit button.

Type the name of the page you want to link to, and turn it into a link simply by selecting it and clicking on base/images/wikiwyg_icons/link.gif in the toolbar.

If you make a link to a page that doesn't exist yet, your link will appear with a dotted underline. When you click on the link, the page will be created.

How do I make a new page?

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Can I change something?

Up: Workspace Tour - Table of Contents
Back: Advanced Getting Around

Glad you asked! Absolutely!

Changing pages is easy. Just double click. Alternatively, click the Edit button and write some words at the bottom of the page. Go ahead, try it here! You won't hurt anything.

View-Page-Edit.png

You can do this on every page in the Workspace.

What if I make a mistake?


Try writing here:

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Quick Start

Here's the 2-minute basic intro:

  1. Edit this Page. Then type as you like.
  2. You can't do any permanent damage. See "Revisions" to see revision history for a page and undo changes if needed
  3. See "Recent Changes" to see what people have been adding lately
  4. Create a new page by putting a page name in [square brackets] (creates a new page in this wiki site), like this: page name
  5. Create a hyperlink (an external link) by placing an existing URL in <angle brackets>, like this: http://www.example.com/
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How do I make a new page?

Up: Workspace Tour - Table of Contents
Back: How do I make links?

Visit the dashboard and click on the New Page Button. You will see a new page to edit. Change the name of the page by editing the title in the field on top. Put the text of the page in the larger space below. Click the green Save button.

Create-New-Page.png

You can also create a new page by making a link on an existing page. While editing, select the text to link and click on base/images/wikiwyg_icons/link.gif in the toolbar. You can also put the name of the page you wish to create in square brackets, like this: [Title of New Page].

After saving, the link will appear with a dashed underline, which means the link refers to page that does not exist. Whenever you click on a dashed link, you can create the missing page.

To practice, try making a new page with your name as a title using either method.

Congratulations! You know how to use a workspace

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Meeting agendas

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Back: Conversations

  • Log the outline of an upcoming meeting or phone conference, and give the address out to participants.
  • Make links out to separate pages detailing issues as needed.
  • Update the agenda before the meeting, or on the fly during the meeting as new discussion points come up.

Project Widget Planning Meeting

January 13, 2004
Call-in number: 512-555-1212


...a Workspace can also help you with project plans...

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Documents that people are working on

Up: Workspace Tour: Table of Contents
Back: What else is here?

You could create a page in a workspace to collaborate on document drafts:

Z-1000 Draft Marketing Collateral

Acme Widgets is proud to present our new, advanced Z-1000 weed-trimmer and hair-styling widget. Its features include:

  • a newly-designed rotor with twice the weed-trimming power
  • 7 new hair-trimming attachments
  • special bulk-pricing options for schools and institutions

...not to mention to have conversations among team members.

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How do I find my way around?

Up: Workspace Tour - Table of Contents
Back: Lists of pages

  • "Home" at the top left sends you to the dashboard or to the top page.
Navbar-Home.png

  • Click links to browse around through the pages.
  • Click "What's new" right next to "Quick jump" to see what's new and what has recently changed in the space.
View-Page-What's-new.png

  • Search from the top left to find pages with specific words in them.
Search.png

Let's look at some more advanced getting around

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Project Plans

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Back: Meeting agendas

Share information about projects and tasks with your team.

Widget project summary

Recent Updates

11-14-05: Added the Top 5 Requirements
11-14-05: Added a draft of an Evaluation document

Widget Development Tasks

10-22-2005 100% Integrated Top 5 Requirements
10-29-2005 095% Requirements for Widget
10-31-2005 080% Evaluation Document


... you can use pages in a Workspace to build collections of pages...

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Congratulations! You know how to use a workspace

Up: Workspace Tour - Table of Contents
Back: How Do I Make a New Page?

You're now ready to use your workspace! Now, think about how you want to use it for you and your workgroup, and start creating and editing pages.

To start, you might want to create a personal page for yourself. Just visit the dashboard and click the New Page button. Or, you can start with any other page you'd like.

For more ideas, check out the collection of Best Practices over at the Socialtext Customer Exchange.

Enjoy!

The Socialtext Crew

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