Opening the editor
1
Open the checkpoint
Open the checkpoint you want to work on.
2
Take the edit lock
Click Edit, or Lock to Edit if the checkpoint is already Active.
3
Select the Article tab
In the Microlearning section, select the Article tab. You’ll see a blank canvas with the placeholder text “Start typing, or press ’/’ for commands…”
Typing and basic formatting
Start typing to add plain text. To format text you’ve already written, select it and use the toolbar that pops up above your selection:- Bold, Italic, and
Strikethrough - Text color: pick a color, or Clear to remove it
- Background color: the same colors, applied as a highlight
- Comment: comment on the selected text (only when commenting is enabled for that checkpoint)
Adding content with the ”/” menu
For headings, lists, images, tables, links, and more, type / on a new or empty line. A menu appears where you can search or scroll:
Underline, Code, and Highlight are also in the menu.
Adding a link
Type / and choose Link. Enter a URL, and the editor inserts linked text. Select the text and type over it to rename it.Adding an image
Type / and choose Image to open the Insert Image window:- From computer: pick a file to upload
- From URL: paste a link to an image that’s already online
Working with tables
Type / and choose Table to insert a 3×3 starter table with a header row. Click into any cell to edit it. While your cursor is in a table, a table toolbar lets you:- Add or delete a row or column
- Merge or split cells
- Turn the header row on or off
- Delete the whole table
Mentioning a colleague
Type @ followed by a name to search for and mention a colleague. This isn’t available while several people are co-editing the same article.Undo and redo
There’s no undo or redo button in the editor; use the keyboard shortcuts.
Saving your work
The edit bar above the editor has two actions:- Save: saves your draft. You stay in edit mode and keep the lock.
- Exit Edit: leaves edit mode and releases the lock so others can edit.
Related
Editing a checkpoint
The full checkpoint editor.
Checkpoints
Statuses, operations, and bulk actions.
