Create New Page From Template

Do you ever create pages for a repeated activity such as taking meeting minutes, or fill out a form that your company has a defined format for, such as submitting expenses or filling out a Helpdesk/Support ticket? Would you like to have the structure and default information for these activities entered automatically for you, instead of having to start each time with a blank page? Well now you can, by using templates to help you get started.

Starting with Socialtext 3.2, the New Page button has been enhanced with a Create Content wizard, which makes it easier than ever to create new pages. This new feature allows you to choose from a list of available templates, helping save you valuable time, by removing the need to manually enter information, or to copy and paste it from an existing page. Templates also help ensure consistency, as everyone can now easily create pages using the same format.

Any page in a Socialtext workspace can be made available as a template, simply by tagging the page with the word “template.” From that point forward, the page will be available in the list of templates when a person clicks the “New Page” button.

There are several templates already created in the Socialtext Customer Exchange to help you get started. You can copy any of these into your own workspaces for use at your company. To be notified of changes to a template’s design, simply choose to Watch the page, and you will be automatically notified any time the template is updated. You can also share templates that you create, by posting them in the Exchange for other Socialtext users to access. If you add a new page, don’t forget to tag it with the word “template.”

Comments (0)