Advanced Elements Key Action Items

The Key Action Items tool allows you to create instructions in the rich content editor that are only visible when editing the content.

Interface for Creating Instructions

Key Action Items interface

Some Key Terms:

Inline Instructions: A short word or phrase that is inserted in the middle of a sentence or other content.
Block Instructions: A larger chunk of instructions that can include images, lists, or other types of content.

The following list describes tool options:

New Instructions: Insert a placeholder for inline or block instructions at the cursor position.
Existing Instruction Element: Flag an existing inline or block element in your content as instructions. You can use the Apply To section to choose a parent element.
Cursor Highlighted Content: Use your cursor in the rich content editor to highlight a word or phrase and mark it as an inline instruction. Or highlight paragraphs lists or other items and mark them as a block of instruction.
Lock Instructions: When the instructions are locked, they cannot be edited in the rich content editor. Locking the instructions helps ensure that users do not add their content inside the instruction itself.

Turning on the Key Action Items Tool

This is an Advanced level Design Tool

To turn on this tool:

Click the Design Tools Settings icon in the Jump Menu
Do one of the following:
1. Choose Advanced from the Select a Comfort Level area
2. Manually turn on this tool by finding the Key Action Items tool in the list and clicking the switch below the tool name
Close the Design Tools Settings

Interface for Completing Instructions

When editing content where Key Action Items are present, a Key Action Items button will appear in the bottom left of the screen.

Key Action Items launch button

This button will open the interface for completing instructions.

key action items checklist

This interface can be used to navigate through the key action items, insert text, and remove the instructions once they have been completed.

Instructions

Adding New Instructions

To add an action item at the cursor, follow these steps:

In the Design Tools menu, click Add Advanced Elements.
In the Add Advanced Elements panel, click Key Action Items.
On the content page, place the cursor where you want the instructions to be added.
In the Key Action Items panel:
1. Click New Inline Instruction to insert a word or phrase into an existing sentence or another element.
2. Click New Block Instruction to add a larger block of content.
Type your instructions in the placeholder in the rich content editor.
Lock instructions if desired.
On the content page, click Save.

Flagging Existing Instructions

To mark existing content as an action item, follow these steps:

In the Design Tools menu, click Add Advanced Elements.
In the Add Advanced Elements panel, click Key Action Items.
On the content page, place the cursor inside the element containing the existing instructions.
In the Key Action Items panel:
1. Click Flag Inline Instruction to mark an inline element like a span, bolded, or emphasized text.
2. Click New Block Instruction to mark a larger block of content like a paragraph, list, or div.
Lock instructions if desired.
On the content page, click Save.

Wrap Cursor Highlighted Content

To use the cursor to highlight and mark existing instructions, follow these steps:

In the Design Tools menu, click Add Advanced Elements.
In the Add Advanced Elements panel, click Key Action Items.
On the content page, use your cursor to highlight existing text.
In the Key Action Items panel:
1. Click Wrap Inline Instruction to highlight a word or phrase.
2. Click Wrap Block Instruction to group multiple elements as an action item.
Lock instructions if desired.
On the content page, click Save.

Locking and Unlocking Instructions

To lock instructions so that they are not editable in the rich content editor:

In the Design Tools menu, click Add Advanced Elements.
In the Add Advanced Elements panel, click Key Action Items.
On the content page, use your cursor to highlight existing text.
In the Key Action Items panel:
1. Click Lock All to lock all instructions
2. Click Unlock All to unlock all instructions
On the content page, click Save.

Open Action Items List

When editing content in Canvas where Key Action Items have been set, a Key Action Items button will appear in the bottom right corner of the screen.

Key Action Items launch button

Click the Key Action Items button to open the list of items.

Completing Action Items

To complete action items:

Click the Key Action Items button to open the list of items.
Review each item in the list
1. tabbing through the items or hovering over the buttons will bring that item into focus in the rich content editor.
Complete the required actions
1. Inline items have an input field that can be used to insert text in front of the instruction in the rich content editor
Click Mark as Complete to remove that item from the list and to remove the instructions from the content.

User Guide