Within Teamwork.com, you can edit existing
notebooks that have been added to your
projects.
This
article
relates to a Beta version of the
Notebooks
editor available for some Teamwork.com
accounts.
The collaborative editing feature of notebooks allows you to
immediately see any changes that someone
else makes in a notebook while you are
editing it.
To edit, navigate to the Notebooks
section of your project.
Editing the content of a
notebook
When viewing the list of existing
notebooks on your project, click the
relevant notebook's name to view it, then
click the Edit button in the top
right.
The notebook editor will
open in full view mode where you can
make changes to the contents of the
notebook.
You can edit the width of a notebook using the notebook width toggle. This will also update the way the document is viewed once published.
Once you have finished making your edits,
you can publish as a new version of the
notebook. Alternatively, click the options
button (three dots) in the bottom right
and select the This is just a
little change checkbox to be
able to update the changes as part of the
existing version.
To lock the notebook while editing,
click the options button and toggle on
the Lock notebook option.
While locked, the notebook will only be
editable for you.
Note: A locked
notebook cannot be edited.
Only site or project
administrators can unlock a
locked notebook.
You can also mark a notebook as
containing sensitive information to exclude
the content from emails.
The inbuilt autosave function will
automatically save updated drafts as you work
on the notebook. If you
click Cancel after making
changes, the edits will remain in the editor
but will not be visible to users accessing the
notebook in view mode.
Collaborative editing
If other users are editing the
notebook at the same time, you will
see their profile image(s) in the top
right of the notebook editor. Hover
over the image to see the user's name.
In the notebook content area, you
will see each user's cursor
highlighted. Their name will show as
they type.
If a user is not currently typing,
hover over their cursor to see their
name.
All changes are continuously
synchronized between the server and
all browsers where the same notebook
is being edited, so that you always
see the latest shared draft of the
document.
If your device goes offline while you
are editing a notebook, you will see a
warning that collaborative editing is
offline.
- Once you come online again, you
will still have the option to
publish your content, however the
version you were originally
editing may have become outdated
in the meantime.
- If you do choose to publish your
version, any versions published by
other users while you were offline
would be overwritten and your
version will become the most
recent.
When you are finished editing, you
can publish the notebook as
usual.
Editing the details of a
notebook
You can edit the name and description
of a notebook directly within the
notebook editor.
In the bottom left of the notebook
editor, you can also update the category
associated with the notebook.
For more information,
see: Creating a Notebook