Leveraging Centercode tools to create Content, Releases, and Activities
This article applies to Pro, Team, and Legacy editions.
Managing different types of content and resources efficiently is crucial for seamless project operations. This article outlines the various content types, access settings, and resource elements, to facilitate effective resource management within projects. This article will cover:
Creating Resources (Content, Releases, and Activities)Resource Access Style
Resource Element Selector
Resource Options
Important Notes About Resources
How to Modify or Archive Resources
Additional Callouts
Related Articles
Creating Resources (Content, Releases, and Activities)
Creating, modifying, or removing the different resources may require varying levels of access or functionality. To create the different types of resources:
- Content: Click on the Community logo > Community management (Community) menu, or the Management (Project) menu section in the navigation bar then select Content > Add content
- Release: From your Project menu, select Management > Releases > Add a release
- Feature: From your Project menu, select Management > Test plan > Add a feature
Resource Access Style
When creating resources, it's essential to consider how users will access the content or release. Users will be able to access the resources with the following settings or Notice options available:
- Use content (or release) type settings: Accessible to users via Scope menu, Scope home, Scope search, and Direct link.
- Require users to sign a digital agreement (Digital agreement notice - applies to Content only) Users on designated teams will be prompted to sign agreements using their email and password. Accessible to users via Agreement center, Scope home, Scope search, and Scope link.
- Block user’s progression into project (Block notice - applies to Content only) Users on selected teams will be blocked from progressing once they reach this page.
- Require user to view this content (Click-through notice) Users on selected teams will see this content the next time they enter this project. They can progress by clicking/tapping a button. Accessible to users via Scope home, Scope search, and Direct link.
- Poll user for either “yes” or “no”(Yes/No notice) Users on the selected teams will be required to answer "yes" or "no" to progress. Selecting "no" will trigger this content to show again at next sign-in. Accessible to users via Scope home, Scope search, and Direct link.
-
Require user to verify selected account details (Account verification notice - applies to Content only) Users on the selected teams will be prompted to verify selected account details in order to progress, allowing you to ensure critical information is current before the project begins. Accessible to users via Scope home, Scope search, and Direct link.
Note: When choosing an access option for your Content or Release, you'll be able to designate View and Notice access for the intended teams based on your selection. If the Notice column appears grayed out, it indicates that a Notice-type access option was not selected from the dropdown above.
Resource Element Selector
This will allow the user to select which types of elements to include within their resource (Content, Release, or Feature).
(Note: External embed is currently in GoEarly testing - coming soon!)
All Resources |
Features |
Releases |
Content |
|
Rich text |
Provide text instructions for testing this feature, such as open-ended exploration or, in specific cases, directive tasks |
Add text to share details like release notes or known limitations |
Add text-based resources like welcome letters or project updates |
|
Inline images (includes Hero images) |
Add inline images to share screenshots, photos, or illustrations |
|||
File attachments |
Upload or link to any files that will help users complete this activity |
Upload or link to files to content to distribute software, builds, or documents related to your release |
Upload or link to files to content to share resources like documents or PDFs |
|
External embed COMING SOON |
Embed external videos, interactive tools, or other media directly into your resource |
|
||
Distributed values |
N/A |
Use distributed values to automatically assign product keys to users |
Use distributed values to automatically assign product keys, incentive codes, or tracking numbers to users, or allow users to manually select their preference from a pool of finite resources, like time slots or rewards |
|
Internal notes |
Add notes to provide context to specific user roles in your project. Note that only Admins and Support users can access this information. |
Example of Rich Text
Example of Inline Images
Example of Inline (Hero) Image
Example of File Attachments
Example of External Embed
Example of Distributed Values
Example of Internal Notes
Resource Options
Limit availability to a schedule
Within Centercode, you’re given the option to set expiration dates for your Recruiting, Surveys, Content, and Releases under your Advanced Options.
All expiration occurs at 12:00 am on the end date of the availability period you've selected, using Centercode’s server time zone, PST (UTC−7:00). Please keep this in mind when working with users in vastly different time zones.
Use full browser width
The "full browser width" option essentially expands the center panel of the site to span the full width of the page (less a little whitespace on either side), utilizing the available screen space effectively.
Render edge-to-edge
The "render edge-to-edge" option eliminates any white space surrounding content elements, providing a clean and immersive viewing experience where the content seamlessly extends to the edges of the center panel of the site. It's ideal for creating a visually striking presentation but should be used thoughtfully to ensure content remains readable and visually appealing.
Important Notes About Resources
License and Resource Type Impact:
- Licenses and resource types affect available options.
- Users may see specific elements blocked or unavailable based on their license.
- Features have fewer options compared to other content types.
Cloning Details
Direct resource cloning:
- Title, body, and internal notes are cloned
- Resource options are not cloned
Project resource cloning:
- Title, body, internal notes are cloned
- File attachments are cloned
- Distributed Value group is cloned, but not the values themselves
- Resource options are not cloned
How to Modify or Archive Resources
Modify
- Access the resource’s management page (Content management, Release management, or Test plan management for Features)
- Click the title cell of the desired resource
- Make desired changes to the various sections of the page.
- Click the Submit button at the bottom of the page.
You have successfully modified the resource.
Archive
- Access the resource’s management page (Content management, Release management, or Test plan management for Features)
- Hover over the table cell of the desired Content and click the Archive icon to the right.
- Click the Archive button to confirm the removal.
You have successfully archived the resource.
If you would like to permanently remove the resource, navigate to the resource archive and choose the Remove icon option.
Requirements
- Manage content role (Community and Project)
- Manage releases role (Project)
- Existing Community or Project resource type
Notes
- As Features do not allow Notices, this functionality only applies to Content and Releases.
- Hero images, edge-to-edge, and variable width settings are ignored for homepage and single-page variants (Where multiple content pieces can be displayed). All objects are rendered just as they are on the normal resource pages.
- The option to use hero images will be disabled if you use the full browser width display option.