How Does the Text Widget work?

The text widget lets you add a body of text to your templates.

This allows you to share instructional and informative data in your processes.

You can add instructions on how a certain part of your process needs to be completed, set critical reminders and highlight different aspects of your process to those using checklists created from it.

Users: In order to add or edit text widgets in your templates, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator. 

Using the text widget

To access or create a text widget you will need to be editing the template containing your target.

Open the template and select “Edit this template” from the menu on the right-hand side of the screen.

Next, navigate to the task you want to edit and click or drag the “Text” button in the widget menu on the right-hand side of the screen.

You can format your text with the buttons at the top of the widget in a number of exciting ways.

Bold, italics & underline

To bold, italicize, or underline your text, simply select one of the appropriate buttons from the top of the widget, or press and hold your control key (command for Mac users) and ‘B’, ‘I’, or ‘U’ keys respectively.

Add hyper-links to your text by first selecting the text you want to link, then click the link icon.

A box will pop-up that will allow you to customize your link. Paste the URL of the link into the ‘URL’ field, title your link (optional) for when users hover over it, and choose whether you want it to open in the same window or a new one using the ‘Target’ dropdown.

Bullet points & numbered lists

To break up your text, you may want to consider adding bullet points or numbered lists. Do that by clicking on the two icons to the right of the link icon.

Text alignment

Feeling centered? Sometimes it helps to position your text to one side of the widget or another, or maybe put it right in the middle. You can do all the above by using the text alignment options.

Line break

Sometimes you just need a break, a line break that is! You can separate out your text with a line, by clicking the horizontal line icon shown below.

Text color

Nothing in life is simply black and white, so we’ve made sure that you can add some color to your text in a few different ways. You can choose from our text color options and even highlight the important stuff, by clicking on the icon with an underlined ‘A’.

Text formats

If something is really important, you can use the different formatting options to make your text even bigger, or set your text inside of a large colored bubble. Access these by clicking the icon with a paintbrush on it.

Using variables

You can use variables in text widgets to push in information from other sources.

For example, if you have a form field set up for capturing a client’s email address, you can push that email address straight into your text widget and save yourself the trouble of copying it over manually.

To insert a variable into a text widget, click the section of the widget where you want to put the variable. This is done because your variable will be inserted wherever your text cursor is at the time.

Next, click the magic wand (variables) icon in the top right of the text widget, near the other formatting options.

Then just click on the variable you want to have pushed in. Use the search bar to narrow down your options if have a lot of variables in the list.

Learn more about how the other widgets work:


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