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Working with Pages (text document within Stackfield)

In Stackfield, you can create pages - consisting of texts, tables and images - for users as an information repository. They appear similar to conventional text documents. Our search function (module search: magnifying glass symbol at the top left / global search) makes it easy to find content within those pages.

Potential use cases for pages:
  • Wiki / Guidelines / Worth knowing
  • Blog Posts
  • Meeting notes
  • Project planning
  • Marketing plan
  • Product requirements

Alternative: Files.

Note: Individual functions / modules may not be available / renamed due to settings of the organization, the room and/or your assigned right group (see: What Admins can do)!

Creating a page

Pages can be created completely new or from a template. A new page has a title and a description, which, however, are not mandatory fields.

In the communication module

Simply click on the plus icon to the left of the text input field in the communication module. Then select the option "Pages" to create a new page.

In the pages module

You can also create a new page using the blue plus button in the upper right corner of the page module.

Create a new page2
Click on the blue plus icon to create a new page

How can I fill pages with content?

You can enter text directly in a newly created page / in a page opened for editing ("Edit this page") or select a layout (e.g. "Quote", "Code", "Checkbox", "Numbering" etc.) using the plus symbol before writing.

Open the toolbar via the plus symbol within the text line
Open the toolbar via the plus symbol within the text line

An existing text can be formatted (e.g. bold, italics, color, and alignment) by selecting the respective option in the appearing toolbar. You can also add a hyperlink and/or comment (procedure) on it. The individual options will be further explained by mouse-over on the icons.

Open the toolbar by selecting a text
Open the toolbar by selecting a text
Files

Place an image directly from the toolbar with the "Image" option. With other file types (such as Word, Excel, and PDF), this option allows only the title/name to be placed on the page, the file is then attached in the comment section where you can also access it afterward. Alternatively, you can upload files in the files module, copy the link from it and place it in form of a reference link within the page. To do this, use the "Insert Hyperlink" option in the toolbar after you selected the text that should refer to the file.

Integration of a Word file into a page
Integration of a Word file into a page
Tables

With a right click on the table a toolbar for editing appears.

Edit tables
Edit tables

How can I collaborate on pages?

If you want to represent a concrete workflow (i.e. who should do what and when?), we recommend you to work with tasks and link to the corresponding page.

Tip: Keep the editing status up to date and highlighted by using templates, comments and statuses. Additionally, you can use labels.

Status

The status is located in the upper right corner of an open page. It should be adjusted accordingly to make sure all co-workers know the current status. The following statuses are available: On Hold (red), In Progress (blue), Needs Review (yellow), and Final (green).

Status
Status options for the pages

Draft

A draft does not immediately overwrite a page and the content is visible to the creator within the room and in My Week only. Other room members cannot view it. This allows members to work on pages without hurrying and to publish them as a new Version only as soon as they are actually finished editing them. As an indication of current editing, own drafts are marked with an orange label and other people's drafts with a gray label.

Indications of the existence of a draft
Indications of the existence of a draft

Comments

Basis: Working with the communication module and the comment area

The comment function can be displayed in the opened page by clicking the speech bubble in the upper right corner. The comment area then opens on the right side. The text input field can be used to leave comments here, an @-mention can be used to address users directly / ask them a question, and a link or #-mention can be used to refer to other elements. You can also use the paper clip symbol to attach files.

Furthermore, you can leave comments directly at the point to be clarified within a page. This can be done via the speech bubble in the toolbar after the respective spot on the page has been marked.

Comments directly within the page
Comments directly within the page
Check off clarified remarks
Check off clarified remarks

History

All activities can be shown or hidden using the "Show Details" / "Hide Details" button. Each upload of a new version adds a comment as a note indicating the change. This way you can always see which Version a comment refers to.

History in the comment area
History in the comment area

How does the versioning of pages work?

An open page or draft that is being edited (button: "Edit this page") can be updated with the option "Save new version".

If a new version has been saved, a note about it is placed in the comment area. The version number is noted in the upper left corner. Clicking on it opens a list with all versions. The required version can then be easily selected and viewed.

Switch between different versions
Switch between different versions

How can I design the layout of pages?

Pages can be visualized in the form of a list or cards for all authorized members. By using the plus button and the "Create folder" option, you can create new folders and then drag and drop the files into them.

The relevant view can be modified and saved according to your own requirements (see also: filter). Sometimes the view also needs to be updated (notifications in the room).

List

Change the display in the module in the upper right corner (below the navigation bar, between filter and plus symbol) using the "List" button. Only the title is displayed in the list by default. However, you can also display additional information (such as labels) by clicking the "MORE" button in the overview or the "Columns" list within the filter section.

Display of the pages in a list
Display of the pages in a list

Cards

The display can be changed in the upper right-hand corner of the module (below the navigation bar, between the filter and the plus symbol) using the Cards button.

Display of the pages in the form of cards in a board
Display of the pages in the form of cards in a board

Further functions

Labels

See: Working with labels

An opened page can be labeled by using the More button (symbol: "Three dots"). In the pages overview, saved labels can be applied by right-clicking the page.

Labels
Labels in the pages overview

Further articles

Options for admins

Further articles

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