TUTORIAL --- Learning About Your efolio Space

Size: px

Start display at page:

Download "TUTORIAL --- Learning About Your efolio Space"

Ami Andrews
6 years ago
Views:

TUTORIAL --- Learning Abut Yur efli Space Designed t Assist a First-Time User Available t All Overview Frm the mment yu lg in t yur just created myefli accunt, yu will find help ntes t guide yu in

Each step is designed t acquaint yu with screen sectins and tasks yu will sn be using mst every day!

1 TUTORIAL --- Learning Abut Yur efli Space Designed t Assist a First-Time User Available t All Overview Frm the mment yu lg in t yur just created myefli accunt, yu will find help ntes t guide yu in learning abut yur efli space. A series f 8 steps, called the Tutrial, will appear as an verlay t yur screen. Each step is designed t acquaint yu with screen sectins and tasks yu will sn be using mst every day! Sectins yu will encunter are utlined in greater detail thrughut this reference guide including: New Cntent T D My Cntent Placing Cntent nt a Page Designs Site Settings Page Tree Help We suggest that yu cmplete each f the 8 Tutrial steps in yur first encunter. Hwever, yu may als revisit it each time yu lg in. Once yu have cmpleted all 8 steps, yu have cntrl ver future Tutrial visibility. Additinally, a link t the Tutrial allws yu t review it again at a future time. The fllwing preview will demnstrate hw it wrks. First Lg In Actins Visual Appearance f Screen in Brwser Windw Lg in t yur accunt Enter yur Address as prvided when yu signed up fr yur accunt Click the buttn labeled Lgin (cntinue ) t reveal the passwrd field Cmplete yur Lg-In Enter the Passwrd as cnfirmed during sign-up Click the buttn labeled Lgin (cntinue ) Yur efli site shuld nw lad Any errrs encuntered will be reprted n yur screen. Mst errrs at this pint are caused by typs s take time t enter yur lg-in credentials accurately. Nte: Links t resetting a frgtten passwrd r t the myefli Help Site are prvided. Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 1

Cnfirm Grup Membership Screen appears as verlay SUGGESTED SETTINGS Keep the I agree t share default selectin unless therwise advised by yur rganizatin r cllege prgram staff Add a checkmark t yur

Grups selectin. At this pint, yur efli wrkspace appears in the brwser windw and the Tutrial ptin will be ffered t the first-time user.

2 Cnfirm Grup Membership Screen appears as verlay SUGGESTED SETTINGS Keep the I agree t share default selectin unless therwise advised by yur rganizatin r cllege prgram staff Add a checkmark t yur primary site (first and nly ne in the listing initially) as this ptimizes access t feedback yu will receive Click the OK buttn Future setting changes can be cntrlled frm the Accunts tab thrugh the Grups selectin. At this pint, yur efli wrkspace appears in the brwser windw and the Tutrial ptin will be ffered t the first-time user. Yu may ntice a Sample Activity n the page mre abut that later Click the Start Tutrial buttn t begin with Step 1 Each step f the Tutrial will intrduce yu t a new sectin r task 8 steps will be presented. If this is nt the first time yu lgged in t yur accunt, and yu want t view the Tutrial simply click the tutrial link (see the Welcme/ Lg ut cntrl line) the Tutrial will begin with Step 1 as it verlays the current status f yur site Step One Take time t read the explanatin in the verlay fr New Cntent Ntice that New Cntent is a heading fr that panel lcated at the left f yur screen. When yu are nt in tutrial mde, clicking the heading expands that sectin. Yur Tutrial Prgress bar (at the base f the screen) helps yu see what step yu are viewing and hw many steps remain Click the Next buttn t mve n t Step 2 Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 2

Step Tw Take time t read the explanatin in the verlay fr the T D listing Ntice that T D is a heading fr that panel lcated at the left f yur screen.

The T D listing displays bth the grup name aligned with yur accunt and steps yu will wrk with later as yu begin t build yur site.

Step Three Take time t read the explanatin in the verlay abut My Cntent Ntice that My Cntent is a heading fr that panel lcated at the left f yur screen.

3 Step Tw Take time t read the explanatin in the verlay fr the T D listing Ntice that T D is a heading fr that panel lcated at the left f yur screen. When yu are nt in tutrial mde, clicking the heading expands that sectin. The T D listing displays bth the grup name aligned with yur accunt and steps yu will wrk with later as yu begin t build yur site. Click the Next buttn t mve n t Step 3 As befre, the Tutrial Prgress bar indicates what step yu are viewing and gives yu viewing selectin cntrls. Step Three Take time t read the explanatin in the verlay abut My Cntent Ntice that My Cntent is a heading fr that panel lcated at the left f yur screen. When yu are nt in tutrial mde, clicking the heading expands that sectin. A Sample Activity is displayed in the listing if this is the very first time yu lgged in t yur new efli accunt. Yu will be able t delete that bject later. (If yu previusly created r upladed cntent, it is visible in the Tutrial.) Click the Next buttn t mve n t Step 4 The Tutrial Prgress bar will always be displayed we will review it again in the final steps. Step Fur Take time t read the explanatin in the verlay abut Placing Cntent nt a Page Nte: The Sample Activity appears n the page if this is the very first time yu lgged in t yur new efli accunt. When yu delete the bject frm My Cntent (this guide will shw yu hw), the Sample Activity will als be remved frm the page. (If yu previusly added cntent t the page, yur unique page bjects are visible.) Click the Next buttn t mve n t Step 5 Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 3

in the upper right panel space) will target mre than site visibility Click the Next buttn t mve n t Step 7 Step Seven Take time t read the explanatin in the verlay abut the Page Tree Ntice that the

While the page names and sequence f pages in yur primary site are preset by yur rganizatin r prgram, yu may custmize either as yu build yur site.

4 Step Five Take time t read the explanatin in the verlay abut Designs While a specific design has been applied during accunt sign-up, yu may change the selectin at any time fr any f yur sites Click the Next buttn t mve n t Step 6 Step Six Take time t read the explanatin in the verlay abut Site Settings If yu are preparing ne site, r adding many sites t yur accunt, using these cntrl icns (lcated in the upper right panel space) will target mre than site visibility Click the Next buttn t mve n t Step 7 Step Seven Take time t read the explanatin in the verlay abut the Page Tree Ntice that the Page Tree appears at the right f yur screen (directly belw Site Settings) A default Page Tree is displayed in the listing if this is the very first time yu lgged in t yur new efli accunt. While the page names and sequence f pages in yur primary site are preset by yur rganizatin r prgram, yu may custmize either as yu build yur site. Click the Next buttn t mve n t Step 8 If yu previusly edited the Page Tree, yur page chices are visible in the Tutrial. Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 4

Step Eight Take time t read the explanatin in the verlay abut Help Ntice that the Help panel appears at the right f yur screen (directly belw the Page Tree) By default Help is pen t display when yu

5 Step Eight Take time t read the explanatin in the verlay abut Help Ntice that the Help panel appears at the right f yur screen (directly belw the Page Tree) By default Help is pen t display when yu first lg in t yur accunt. efli Help is available in this space fr almst any bject r field yu can click. Links within Help extend yur learning abut specific features in FAQ r vide frmat. Yu may click the Prev buttn r any f the numbers in the Tutrial Prgress bar t review prir cntent. Nte: Yu may cllapse Help by clicking the panel heading at any time r expand it by clicking the panel heading again. In the next sectin, yu will learn abut yur Tutrial cmpletin ptins. Befre yu Exit the Tutrial D yu wish t see the tutrial screens the next time yu lg in t yur accunt? If Yes d the fllwing: Leave the checkmark fr Shw at Lgin and click the Exit Tutrial buttn If yur actin is set t have the Tutrial Shw at Lgin, each time that yu lg in t yur accunt, the Tutrial will display beginning at Step 1. If N d the fllwing: Remve the checkmark fr Shw at Lgin and click the Exit Tutrial buttn If yur actin is set nt t have the Tutrial Shw at Lgin, the Tutrial can be activated by using the cntrls explained belw: T Activate the Tutrial Click the tutrial link lcated in the Welcme/Lg ut cntrls in the upper right sectin f the efli screen (abve the Accunts tab) Yu can review the Tutrial steps at any time. Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 5

T Delete the Sample Activity If this was yur very first lg-in t yur new efli accunt, ne bject was aut-added t make the Tutrial experience mre realistic.

Steps t d s are illustrated in the right clumn but listed belw: Exit the Tutrial if yu have nt already dne s Click My Cntent heading Click n the Activity categry Click n Sample Activity Click the

T purge the bject frm yur site Click the Trash heading Click n Sample Activity Click the Delete actin t permanently remve the bject An verlay message will appear asking yur cnfirmatin Click the OK

6 T Delete the Sample Activity If this was yur very first lg-in t yur new efli accunt, ne bject was aut-added t make the Tutrial experience mre realistic. As it has n value t yur future use, yu may wish t delete it. Steps t d s are illustrated in the right clumn but listed belw: Exit the Tutrial if yu have nt already dne s Click My Cntent heading Click n the Activity categry Click n Sample Activity Click the Trash actin t remve this bject frm all pages and mve it t the Trash Nte: The bject is nw remved frm bth My Cntent and the page(s). T purge the bject frm yur site Click the Trash heading Click n Sample Activity Click the Delete actin t permanently remve the bject An verlay message will appear asking yur cnfirmatin Click the OK buttn Nte: If yu wndered abut the Restre actin (shwn as an ptin in the Trash panel), selecting it wuld return the deleted item t My Cntent but nt restre it t any pages where it had been previusly psted. A few extra ntes abut the Tutrial experience If yu activated the Tutrial after first using yur accunt, yur screens may nt match the screen snapshts used in this reference guide. The Tutrial is an verlay t yur site it mirrrs the current status f yur existing cntent, pages and site settings. Additinal guides fr using myefli are available t yu nline at frm the Resurces link r at the YuTube channel fr efli Tutrials. In additin, the Learn Mre links fund within each f the tutrial steps will target additinal details that the user may find helpful in understanding the specific efli feature r task. The Tutrial was an idea generated by users t imprve the user experience. Submit yur ideas at ur Web site! Cntent n this page is shared with myefli users fr educatinal purpses under a Creative Cmmns Attributin-Nncmmercial-Share Alike 3.0 Unprted License. Cpyright P a g e 6

Using the Swiftpage Connect List Manager

Using the Swiftpage Connect List Manager Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts