Title: Add New Article

The most common way to publish to Traction is to invoke the Article Editor (see Using the Article Editor for a more detailed description of its capabilities). Other ways to publish include using The Traction Instant Publisher V2 (TIP V2) and to Email an Article to Traction. This article describes the basic process of adding a new article using the Article Editor.

Note: Unless a user's preferences are configured to use TIP2, editing an article will also invoke the Article Editor.

Note: With TeamPage Release 5.0, the term 'project' was renamed to 'space'. Some older screenshots may use the original 'project' terminology. The definition of Space as TeamPage's named container for a set of sharable TeamPage Articles did not change - only its name, see Customer2797.

Accessing the Article Editor



The Article Editor can be accessed in one of three places:

1. The Add New Article link from the Article Tools Menu:



2. The ADD button on a Section Title (if the section is configured to include the button). Sections may appear on the Front Page, Space Newspage, or transcluded in an Article.



In this context, the New Article form will pre-load the appropriate labels to match the section. Specifically in this example shown it will include the Status label.

3. The Add to this Topic button in a Topic View which you arrive at by clicking a label or a section title.



In this context, the New Article form will pre-load the appropriate labels to match the topic view. Specifically in this example shown it will include the To Do label.

Note: When using either the Add button or Add to This Topic button, a section can be configured to automatically load an article template when invoking the Article Editor. A section can also be configured to load a custom form.

Using the Add New Article Form



The Article Editor will pop up after you click a link to launch it. You can see there are selectors for the space, labels, attachments, relationships and sections. There are also various rich text editing controls:



First, choose a space (formerly called a project). You can choose any space where you have Author permission.



Next, write a title and the body. You can use the rich text controls to add formatting to your article. You can also add images and tables in the body, as well as insert a variety of widgets (see Using the Article Editor).



Best Practice Tip: Always write a good first paragraph, this will appear in the Email Digest and in other views such as the brief volume multi-entry view and, in some cases, the front page and space newspage.

Article vs. Page Style



The Style selector in the lower left allows you to select Article vs. Page style.



There are two differences between these choices:

  1. The Article style displays the article details (Traction ID, Author, Date, Edit History, and Attachments links) at the top of the Article view, where Page style displays the article details at the bottom of the view.
  2. The Article style will cause an in-line Article Comment form to appear at the bottom of the article, where the Page style will omit the comment form (however, you can still comment on the Page by using the Add Comment link in the Article Tools menu and the Context Menu)


Adding Attachments



You can attach files to an article in a similar manner to attaching files to an email message. The files will be associated with the article when it is posted and will appear in a list at the bottom of the article. Attached files can be linked to and, for appropriate file formats, displayed as images or using inserted widgets.

Click the link to Attach files.



A window will appear. If you want to upload several attachments at once, click the Upload More Files button.



See Adding and Editing Attachments for a more detailed description of working with attachments.

Displaying an attached image in the article body



There are several ways to display an image into the body of an article. See Displaying Images for a complete discussion for this subject. The most common method is to use the Insert/Edit Image tool on the Article Editor toolbar:



This will pop up the Insert/Edit Image dialog window. In the below example, the desired image file has already been uploaded as an attachment, so the Reference an Attached Image option is being selected.



After you click OK, the article in its edit window will look like this:



Insert Labels



Labels are not required, but are often used to make your article show up in a section (e.g. Headline or News label) or associate it with a label category (e.g. competitor, product) in order to make it easier to find again/group it together with other articles that have to do with that label category. You can select multiple labels from multiple spaces.

To choose labels for the new article, click the Add Labels link to the right of Labels box in the Article Editor window. The Choose Labels tool will pop up:



The Choose Labels tool allows you to select labels from any space to which you have Author permissions. In this case, we have selected the Policy label from the HR space and the Headline label from the ExecutiveTeam space.

To remove a label from the selection window, put your cursor over the label. A strikethrough will appear and clicking it will remove it from the list.

Note: Choosing a label from another space will make the article visible to people with permission to read that space.

When you have selected all the labels you want to, click Done. The labels chosen will appear in the Labels area in the Article Editor.



Saving Drafts



While you are working, you can save drafts of your work on the server by clicking the Save Draft button. In Traction 3.7.3 and later, drafts are also saved automatically while you are editing.



The list of saved drafts appears in a drafts pull-down at the top of the screen.



To revert to a saved draft, Choose a draft from this pull-down and click the Load Draft button at the bottom of the form. If the administrator has selected a user's Collection to serve as a Template, a Templates section would also appear in this list. You can choose a template, load it and start editing.

Posting your Article



The last and most important part of the process is to post your article. Click the Post Article button. In the resulting article below you can see the labels in the upper right, the image and body text, a comment form, and the two attachments.

Note: Immediately after you post it, the article will appear under Recent Articles section of the selected space's newspage, Recent Articles section of the Front Page, and in that space's section of the next email digest.

Internet Explorer Users: An Edit Button may appear (if your administrator has enabled it) next to Microsoft Office format document attachments. This allows you to click to edit the attachment and edit it in the corresponding MS Office application over the web (see Editing Microsoft Office Files in Windows). All other users can click the icon to access the attachment details in order to edit the attachments. More information about attachments is detailed in Inspecting and Managing Files via the File Details View.





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Related Articles
Article: Doc5 (permalink)
Date: March 22, 2008; 3:44:43 PM Eastern Daylight Time

Author Name: Documentation Importer
Author ID: importer