Help With Creating and Editing Pages
The creation/edit form allows you to create or edit an item with all the options.
The first section of the form allows you to enter content (such as name, text content, links, etc.). The second section allows
you to change the page settings (who can view and edit the page, which folders the page should be placed in, etc.). If you
are editing a page, a final section will be available for specifying whether a new version should be saved and for entering a change description if so.
Frequently Asked Questions
• What happens if someone tries to edit an item while I am editing it?What happens if someone tries to edit an item while I am editing it?
Although multiple users can have permission to edit the same item (such as a team-editable item),
TeamWork Live does not allow concurrent modification of an item by multiple users. An itme being edited is automatically locked
so that no one else can edit it at the same time. The lock is held for 15 minutes initially, but it can be extended by clicking the
[extend lock by 15 minutes] link found in the edit options box (see below).
• What are the default permission settings for an item?What are the default permission settings for an item?
An item being created in a private folder defaults to being private. An item being created
in a public folder defaults to being viewable by anyone. A item being created in a public
team folder defaults to being viewable and editable by any teammate. You can change the default settings
in your preferences and override them when creating an item.
• Is it possible for me to create an item that is only visible to me and another teammate?Is it possible for me to create an item that is only visible to me and another teammate?
Yes, you will need to make an item a milestone or task to do so: check the box to make the page private, then
check the box to make the page a milestone or a task, and finally assign the item to the teammate. The teammate
assigned the item will be able to view and edit the page even though it is private.
• Where can I get an overview of the possible permissions settings?Where can I get an overview of the possible permissions settings?
• Why can't I assign a task to another user?Why can't I assign a task to another user?
You can only assign team milestones and tasks to another user. Make sure that your item has not been marked private and that you
have selected a team for the item. The responsible user list will refresh with the list of your teammates
when you change the selected team.
• Why can't I set reminders for my event/task?Why can't I set reminders for my event/task?
You need to add either your email address (or email reminders) or your mobile phone information (for text message reminders) to your
preferences.
• Why do I get a security warning when using the cut/copy/paste commands from Firefox and how do I get rid of it?Why do I get a security warning when using the cut/copy/paste commands from Firefox and how do I get rid of it?
Firefox has very rigid security features that blocks script based application, like our rich text editor, from having access to the computer clipboard.
To get rid of the warning, perform the following:
1. Install a Firefox plug-in called AllowClipboard Helper.
2. Restart Firefox after installing the plug-in.
3. Open Firefox to a page with the rich text editor and you will see the following:
4. Click the "Text Cut, Copy & Paste not allowed" link at the bottom right corner of the editor and click "Allow" in the pop-up.
Creation and Edit Form
- Enter the name of the item here.
- If you are editing an item with an existing image, a thumbnail of the image will be shown here.
- Use to select the file to upload.
- Your available storage space is shown here.
- Click to expand the fields for adding an address or contact information (see below).
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- Click to expand the fields for adding additional information (see below).
- Enter the body content here. You can format the text using the rich text edit bar.
- REMOVED: items being edited are automatically saved every 3 minutes.
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Additional Information Fields
- Enter a description of the address here (i.e. office).
- Enter an address here. TeamWork Live will automatically add links to Google Maps for items with an address.
- Enter a phone number here. If you have entered a Skype name for your account, a [call] link will be shown next to the phone number when viewing the item. Clicking on the link will initiate a SkypeOut call to the number.
- Enter an email address here.
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- If you want to add a link to another site, enter the name of the site here (ex. Amazon).
- Enter the URL of the site you want to add a link to (ex. http://www.amazon.com/).
- Enter the author here. Use this as a way to attribute who created the information and not who created the item.
- Enter a price to associate with the item. For example, if an item is a task about an item you need to purchase, you can enter the price of the item here.
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Settings and Edit Options
- Select who can view and edit this item. The item becomes a team item if you select a team. This option is disabled if the item has been marked private.
Note: If the item has been made a task and you change the team who can view or edit the item, the responsible user field is immediately updated with the team members of the selected team.
- Check this box to make the item private. An item that has been marked private can only be viewed and edited by you. If a private item is a task, the person assigned to the task will also be able to view the item. If you send a message to another user about a private item, the message recipient will also be able to view the private item.
- Check this box to make the item an event. Additional fields will be shown when this box is checked. Items marked as an event will automatically be added to the appropriate folders (the events folder of the event creator and the team events folder if it's a team item).
- Check this box to make the item a task. Additional fields will be shown when this box is checked. Items marked as a task will automatically be added to the appropriate folders (the tasks folder of the person who created the task, the person responsible for the task if it is not the same as the creator, and the team if it is a team item).
- Use to override the default auto-archival settings (which you can specify from your preferences).
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- If you have selected auto-archiving and the item has neither a end date nor a due date specified, an expiration date field will be displayed so that you can explicitly define an expiration date.
- If you are editing the item, the folders the item is currently in are shown here. To change the folders the item is in, click the [change] link. If you are creating an imte, the folder selection boxes will already be visible. Drag the folders you want to put the item in into the "Assigned folders" list. See below for more information.
- Click to toggle between showing and hiding additional settings for the item.
- Check this box if you are still working on the draft and do not want it visible to other users.
- Check to allow comments for this item.
- Items are automatically locked for editing so that another user does not accidentally try to edit the same item simultaneously. Each time you click on the link, the lock time is extended by an additional 15 minutes.
- Check this box to save the item as a new version. If you were not the last person to edit this item, a new version will automatically be saved.
- Enter a description of the changes you made. This helps your teammates to quickly see what changes were made to the item and it makes it easy to jump back to an older version.
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Event Options
- Enter a start date and time for the event.
- Enter an end date and time for the event. This field is only visible if you have entered in a start date. Events with end dates will be automatically archived when the event is over.
- If the event is repeating, select how frequently the event repeats.
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- For repeating events, enter when the event stops repeating.
- If you would like to be reminded when you are nearing the start of the event, select the duration before the event to send a reminder.
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Task Options
- Enter a due date for the task to allow for tracking. Tasks with due dates are also added to the appropriate calendars.
- Assign the task to yourself or a team member. The responsible user field is only visible if the task has been designated as viewable or editable by a team. You can also leave the task as unassigned and assign it later.
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- If you would like to be reminded when you are nearing the due date of the task, select the duration before the task to send a reminder.
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Putting Item Into Folders
To put an item into a folder, click and drag the folder name from the "Drag folders in 'Assigned folders' box" into the "Assigned folders" box.
- Your folders and the folders of the teams that you belong to are listed in this box.
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- The item will be put in the folders that appear in this box.
- You can also put the item in a new folder by entering the name of the new folder here.
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Quick Add
The quick add option allows you to create items in the selected folder without having to go to the
item creation and edit form. This can be a real time-saver when creating
simple items. The fields that are available depends upon which folder you are creating an item in. There
are specialized forms for creating tasks, events, and contacts. The task form is shown below.
- Enter the name of the item here.
- Enter the body content here. No HTML is allowed.
- Check this box to make the item a task. The task fields will be shown if this box is checked.
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- If the item is a task, you can enter a due date for the task here.
- If the item is a task, you can assign the task to yourself or a team member here. You can also leave the task as unassigned and assign it later.
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