Using the Content Editor

In this tutorial, you are going to learn everything you need to know about the content editor.

Let's dive in!

The content editor page is divided into two main sections: the main editor and the sidebar widgets.

Below is what a typical content editor looks like.

Let's take a look at the items that are present here in more detail.

Main Editor

Occupying the bulk of the page, the main editor, gives you all the tools you need to craft your content.

It is divided into three main sections: the editor tabs, action buttons, and the text editor itself.

Editor Tabs Section

If this is the first time you're using EasyContent and you haven't touched templates yet, there will be two editor tabs: Main Content and Example Tab (You Can Delete It). The tabs that appear here can be edited through templates, which you can learn more about here. There's a third default tab called CMS Fields, but it's hidden by default.

Let's take a look at the default tabs in the following sections.

Main Content Tab

This tab contains the main article editor. There are three default fields here. First is the the title field; this is the article's <h1> tag. Then we have the content field, the article's body. Finally we have the files field, which will hold the files you add to the article.

Trick: You can drag and drop an image directly from your computer to anywhere within the content field.

You can add additional fields in any of the tabs if you want by clicking the "customize template" link in the editor tabs section.

CMS Fields Tab

By default, the CMS fields tab is hidden. To show it, click the "customize template" link in the editor tabs section.

Then enable the CMS fields tab by clicking the eye icon.

As the name implies, this tab is mostly used when you're syncing your articles to a CMS like WordPress.

If you're using WordPress and have installed EasyContent's WordPress plugin along with either Yoast SEO or All in One SEO, the contents of the meta title and meta description fields will automatically be synced to their Yoast SEO or All in One SEO counterparts. You can check our documentation about WordPress Integration to learn more about this feature.

Example Tab (You Can Delete It) Tab

This tab is only meant for showcasing all the custom fields you can use when customizing the template. Take a look at it and see how you can use these elements in your own template.

Action Buttons Section

Next, we have the action buttons section. They allow the currently assigned user(s) to perform various actions (such as submit, approve, etc.) on the item.

The number of available buttons will vary depending on the user's role and permissions as well as the item's current workflow status.

The export tools will also appear here to users that have the permission to access them.

The export tools lets users export the item as HTML or Word Document or to be published directly to WordPress if a WordPress site is connected to the project.

You can also generate a shareable link (similar to Google Docs) that you can give to anyone on the internet by clicking the share icon. You can learn more about shareable links here.

Sidebar Widgets

The sidebar contains widgets that are used for managing the content item's internal metadata (used within EasyContent as a means to make it easier to organize and search for your items) as well as its workflow status, messages related to it, and revision history.

The sidebar is divided into two tabs: Controls and Comments.

Sidebar: Controls

The controls tab, as the name implies, contains the control widgets. You can change the item's workflow status, change assigned users, add deadlines, and more right here.

Let's have a more detailed look at all the available widgets here.

Item details widget

This widget holds the item's metadata. They are not used externally (e.g. when syncing to an external CMS), rather they are used for organizing your items in a project. Adding proper title, keywords, description and categories not only makes it easier for your writers to understand more about what they need to write, it also helps you easily search and organize articles in the content items page.

Workflow status widget

This widget displays the item's current, previous, and future workflow statuses. It also displays who is responsible for them, if any, as well as deadlines, if any. The options that are available here will vary depending on the viewing user's role and permissions.

You can use this widget to change the item's workflow status on the fly provided that you have the permission to do so. Click the status name and it will be set as the current Workflow status.

Revisions widget

This widget displays all previous revisions of an item. You can view, delete, or restore a revision and also compare two different revisions to see how the item changed over time.

Messages widget

If you are responsible for at least one workflow status of a content item, a user can send you a message regarding the said item, in which case the message can be viewed from this widget.

Feedback widget

Finally, we have the feedback widget. It displays all feedback given to the content item by editors, admins, or other responsible roles.

Sidebar: Comments

Here you can view all comments added to the item. You can also add a new comment, reply to an existing comment, resolve a comment or edit (your own) comments.

Adding Comments

There are multiple ways to add comments. First is via the comments tab by clicking the Add new comment link.

Our comment system can recognize links, so you can add a link to your comment and it will automatically be converted to a hyperlink.

The second way to add a comment is by highlighting something in the text editor and clicking the insert comment icon from the context menu.

Lastly, you can hover your mouse on the right edge of a field (like the title field) and the insert comment icon will appear.

Replying to Comments

To reply to a comment, click reply.

Editing and Deleting Your Comments

You can edit or delete your own comments by clicking the three-dot menu next to it.

Conclusion

In summary, you've learned about the different editor tabs and how they can be customized using templates. You learned about action buttons and how they change depending on the item's workflow status and the permission of the user viewing the item.

You've also learned a bit about the text editor and how upload or add images to it.

You've learned about the sidebar and how to use its elements to change a content item's workflow status and its details.

Finally, you've learned how to add comments to the text or parts of the editor to make it easier to collaborate with your team.

With this, you are now ready to start creating great content with your team!

If you have further questions, don't hesitate to send us a message at support@easycontent.io and we'll be more than happy to assist you!