Don’t know what Quick Edit mode is? Check out the Quick Edit Mode article.
Why Setup Quick Edit Mode
Here are scenarios where you may want to use Quick Edit mode:
- Create quick to edit content. When creating a new interactive experience or picking up an existing one, if the content is to be reusable, then it will speed up the editing process to setup Quick Edit.
- As a collaborative tool. You can use Quick Edit to share reviews and comments between peers, by pinning content and adding board notes to it.
- To organize your work as a task list. At last but not least you can for your own convenience pin content and add notes so that you only need to focus on what needs to be edited.
Unlocking Quick Edit Mode
You must unlock Quick Edit mode to be able to:
- Pin content to boards
- Manage boards, such as creating, deleting, renaming
- Organize content in boards
- Edit notes associated with each piece of content or group of content
To unlock the Quick Edit mode, simply click on the lock icon besides the Go to Quick Editing button, on the top right area of the screen while in the editor.
Quick Edit mode is structured in boards of pinned content.
To manage the boards of your project, make sure the lock icon is unlocked, click on the Go to Quick Editing button, and then use the controls on the bottom of the left panel to create a new board, or edit the boards so that you can rename or delete them.
Tip: you can create a new board directly from pinning content.
When Quick Edit mode is unlocked, you can right-click any component to open its context menu and select Pin to board… A popup then appears, where you choose to pin to an existing board, or create a new one.
Once you have pinned one or more pieces of content to a board, you should go to that board by clicking Go to Quick Editing and selecting the board from the left pane navigation, and review the pinned content.
Tip: You can pin single images, text sections and buttons, for a very simple quick edit experience. Pin larger sections only when needed.
Pinning Data Groups
When Quick Edit mode is unlocked, you can right-click any data group from the Data pane, to open its context menu and select Pin to board… A popup then appears, where you choose to pin to an existing board, or create a new one.
Once you have pinned one or more data groups to a board, you should go to that board by clicking Go to Quick Editing and selecting the board from the left pane navigation, and review the pinned content.
Tip: Pinning data groups to boards can be very useful if you create one or more groups of data fields that configure the project, such as the number of points to achieve in a given marketing game.
Review Pinned Content And Prepare Your Boards
It’s very important that you visit the boards you create and review the content you have pinned. Here’s what you should consider:
- Give each board a title and a description that quickly summarize its purpose, which part of the project it refers to, and any other useful information.
- Add notes to each piece of content, guiding or describing how to edit that particular content. For example: an image may denote a suggested image size; a text piece could recommend a certain range of characters and font size.
- Group content. You can click Add Group to create a new empty group where you can then drag and drop pinned content in. This allows you to bundle content that should be editted altogether under a single description. For example if there is an image gallery with six equal size images, you can pin each image separately and then group them and add a common note to the group regarding the recommended image size.
- Sort content. Make sure that you sort the content you have pinned in an order that is natural for the person editing to follow.
- Adjust widths. You can resize the width of pinned content for better space management, including inside groups of content. To reset the width of a pinned item, click the three dots menu and select Reset size.
- Adjust backgrounds. If you pin content that is for example just white text with no background, you can change the pinned item background behind the pinned content by clicking the three dots menu and selecting Switch background.
- Preview. Simply click the lock icon to jump between the unlocked view where you can edit and manage all the above, and the locked view, to see how the Quick Edit experience looks like.