Formatting Text

Formatting text is simple and flexible in Procedureflow. You can choose between two editor experiences depending on your needs:

Rich Text Uses a familiar, intuitive formatting toolbar.
  • Click familiar buttons to apply formatting.
  • What you see in the editor is exactly what end users will see.
  • Copy/paste existing knowledge articles into Procedureflow, retaining all formatting.
  • Some formatting tasks are much easier in rich text, e.g. building and editing tables.
Plain Text Uses a "markup language", called Markdown, that allows you to format text using symbols that are translated in the output.
  • Can be faster for some users (keeps your hands on the keyboard vs navigating to a toolbar for formatting)
  • Useful for refining the content without worrying about visual formatting right away
  • Provides some formatting options that are not available in rich text: pre-formatted text for individual words, quotes, word spacing.

You can toggle between rich text and plain text while editing. The editor will remember your last choice the next time you edit text.

Rich Text

Paste in content that is already formatted, e.g. from Word or Google Docs, or enter new text and use the buttons on the toolbar to apply formatting.  Learn more  

Plain Text (Markdown)

Use symbols as you are typing to control formatting.

Italics and bold

Input:

Italicize *like this* or _like this_
Bold **like this** or __like this__
Combined ***italics and bold*** or ___italics and bold___

Output:

Italicize like this or like this

Bold like this or like this

Combined italics and bold or italics and bold

If you add a link to a webpage, it should just work:

Input:

Go here: http://www.google.com

Output:

Go here: http://www.google.com

Add text to describe your link:

Input:

Here's a link to [Google Search](http://www.google.com)

Output:

Here's a link to Google Search

Or add a link to a Flow:

Input:

Go to [Start Point][flow:1]

Output:

Go to Start Point

Lists

A bulleted list can use asterisks, plus signs or minus signs:

Input:

* Apples
+ Bananas
- Oranges

Output:

  • Apples
  • Bananas
  • Oranges

A numbered list just works:

Input:

1. First item
2. Middle item
3. Last item

Output:

  1. First item
  2. Middle item
  3. Last item

Pre-formatted text

If you want text with a mono-spaced font, indent with four spaces:

Input:

    Every character in pre-formatted text
    has the exact same width!

Output:

Every character in pre-formatted text 
has the exact same width!

Alternatively, you can use the backtick character (`              ) inline:

Input:

To capture a screenshot, press the `Print Screen` key.

Output:

To capture a screenshot, press the Print Screen              key.

Quotes

Input:

> Create quotes by putting ">" on each line. 
> You can also include formatting:
> 
> 1. Apples
> 2. Bananas
> 3. Oranges

Output:

Create quotes by putting ">" on each line.

You can also include formatting:

  1. Apples
  2. Bananas
  3. Oranges

Tables

Tables aren't officially part of Markdown, but we've added them because of their convenience:

Input:

Name   | Price
-------|--------
Apple  | $0.50
Banana | $0.30
Orange | $0.80

Output:

Name Price
Apple $0.50
Banana $0.30
Orange $0.80

Alternatively:

  1. Click Formatting help? and scroll down to the Tables section. 
  2. Select and copy the example table (this will copy the Markdown formatting required to create the table). 
  3. Return to Procedureflow and paste the table into the Add Backstory Shape dialogue box.  
  4. Change the headings and values in the table as needed.

Word spacing

Use   (non-breaking space) to control spacing before or between words:

  • Add spacing to control visual alignment:

  • Add extra spaces between elements:
Element1   Element2
  • Keep two words or elements together, even if the first one is at the end of a line:
Word1 Word2

More details

Check out the official Markdown guide for even more advanced usage of Markdown.

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