Collaborate across teams to create strategic business content

Owned by Praveena Manohar
Last updated: Apr 15, 2024 by Praveena Manohar
3 min read

Contents:

Scenario

To review the high-level status from the executive summary page:

Create an executive summary page from the MultiExcerpts on the project pages so that executives can review the high-level status of the project at any time.

Steps to collaborate across teams to create strategic business content using MultiExcerpt

The following steps demonstrate how to create a summary page using MultiExcerpt macro, and MultiExcerpt Include macro features:

Step 1: Create a summary using Multiexcerpt

  1. Navigate to the project page and click the edit icon.

  2. Go to the content that must be added to the executive summary page.

  3. Type ‘/' and search for the Multiexcerpt macro, or use the '+’ option in the editor’s main toolbar to search for it.

  4. Select the Multiexcerpt macro.

ME-insert-step1.gif

 

 

Step 2: Specify values for Multiexcerpt

  1. Specify a name for the Multiexcerpt macro.

  2. Create the content inside the macro body. You can copy-paste the existing content or create content directly inside the macro body. In this example, we are copying and pasting the existing content.

  3. Click Publish.

 

ME-insert-step2.gif

 

 

 

Step 3: Create summaries

Follow steps 1 and 2. Define Multiexcerpt macros for all project content that must be displayed on the executive summary page.

Specify the right names for each Multiexcerpt macro created across different project pages so that you can reference them in the executive summary.

 

 

 

Step 4: Include summary from MultiExcerpt.

Include the Multiexcerpt macros in the executive summary page or create an executive page if one does not already exist. In this example, the executive page exists.

  1. Navigate to the executive summary page.

  2. Type ‘/' and search for Multiexcerpt Include macro, or use the '+’ option in the editor’s main toolbar and search for Multiexcerpt Include macro.

  3. Select the Multiexcerpt Include macro.

 

 

Step 5: Specify values for MultiExcerpt Include.

  1. Search for the page where the project summary is created and select the page.
    INFO The space name is mentioned below the page name. To help you, the results are auto-populated.

  2. Search for the Multiexcerpt that was created on the project page. To help you, the results are auto-populated with the excerpts' names created on the specified page.

  3. Click Insert.

 

 

Step 6: Include summaries

  1. Follow steps 4 and 5. Add all the defined MultiExcerpts in the order in which your executive team would like to view the project summary.

  2. Once all of the MultiExcerpts have been added, Publish the page to ensure that all the MultiExcerpt content from multiple project pages is displayed.

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