Page requests let you easily assign a task to yourself or a teammate to create or update a Tettra page.
There are two types of requests:
New Page Requests
Creating a New page Suggestion
Create a new page request from the + menu at the top right of any page:
This will open up the page request form. There are five main pieces of information that should be filled out when requesting a new page:
What should be documented?
What category should the page live in?
When should the request be assigned?
Who should be assigned to answer the request?
Should the request start from a template?
1. What should be documented?
Page requests are great for capturing pieces of documentation you know should be written. For example, you could use a page request to:
Assign demo notes to a sales team member after a call with a prospect
Have a product manager clarify how the product works if a support person can't answer a ticket from a customer
Have engineering write up a post mortem after a product outage
Or even document simple pages that lead to repetitive questions, like having someone in HR define the company holidays
In general, a good rule of thumb is that if the same question might get asked twice or someone else might need to know a piece of information, it's a good idea to document that knowledge.
2. What category should the page live in?
When a page request is created and assigned to a category, it will show up in the sidebar as a placeholder alongside your other pages, so that your teammates know a new page is coming soon:
If you've set up notifications for each category it will then send a notification to the corresponding Slack channel that a new page request was created:
3. When should the request be assigned?
You can set a page request to be immediately assigned by selecting "Now", or you can schedule it for later.
An example of when you might schedule a page request for later is when you want a teammate to document the results of a marketing campaign one month after it launches.
4. Who should be assigned to answer the request?
Next, assign the suggestion to a specific team member. If you know who the subject-matter expert is on the topic, then assign it directly to them. The assignee will be notified via Slack and email that they've been assigned a new page request.
If you don't have a specific teammate in mind, you should choose the Category Owner, who will be route the request to the right person or answer it themselves.
If there is no category owner and you are still stumped, just set the owner to None. The page request will show up in the Content suggestions as unassigned, and someone who knows the answer can assign themselves.
5. Should the request start from a template?
You can attach a template to a page request, which will be used when the assignee starts writing their page. Templates are similar to pages, but load in a skeleton framework of content as a starting point to fill out a page. Learn more about Templates.
Automatic reminders for open requests
No one enjoys being the person who constantly has to remind people on their team to document important information... Luckily, Tettra does that work for you.
Tettra's bot will send Slack and email reminders for page requests that have been opened without an answer for awhile:
Upvoting page requests
When there are a lot of pages to document, knowing which ones are most important can be tough for your experts. Tettra fixes that problem for you by allowing your team to upvote the most important page requests. To add an upvote, just click the 👍 in the Content suggestions > Page requests list. To remove an upvote, just click it again.
Responding to page requests
To respond to a page request, the assignee can click the Create page button on the Content suggestions list:
It will launch you right into a new draft of that page and will carry over the page title from the original request:
Once a page is published, it will automatically be linked from the detail view and the page request will be closed out.
Assignees can select an existing page if they know the answer is already documented. To do that, click on the request in the content suggestions list and choose Complete > with an existing page:
Comments can also be left on page requests to have a discussion or ask for further clarification.
Closing a page request
Page requests will automatically be closed when you publish a new page from a request or answer with an existing page. In either scenario, Tettra will automatically add a reference to the page in the comment section.
If you want to close a page request without taking any action on it, you can do so by clicking the dropdown menu to the right of the request and selecting 'close'.
Deleting a page request
Page requests can only be deleted after they've been closed.
If you want to delete a request, close it out first. Then click the drop down menu next to the closed suggestion, and select Delete.
Capturing page requests In Slack
The best way to created a suggestion in slack is with message actions.
You can also create page requests within Slack conversations using a slash command. Just type in /tettra request @[slack username] [title] .
Find more information on using slash commands in Slack for search, requests and to create pages here.
Thanking your teammates
Once the page has been created, don't forget to say "Thank you"! By clicking the thank you button. Thanking a teammate will send a notification to the page owner letting them know you found their new page helpful.
"Thank you" reactions are saved on the page so you'll also get to see how valuable a page is over time at a quick glance:
Update Page Requests
Occasionally, when reading content in Tettra you'll stumble across content that's out of date and should be updated. To help the page owner keep the page up to date, request an update to the page by clicking the Request an update button.
The requester can suggest an update to make to the page immediately, or schedule it for later:
Scheduling update suggestions is a great way to keep tabs on your documentation over time. If you know a certain document may be subject to change (for example, the company holidays at the end of the year), schedule a page update to remind yourself or a teammate to check that page in the future. That way you'll never have to worry your documentation is out of date.
Once you create the suggestion, it'll automatically be added to the page request list under Content Suggestions and to the comment section at the bottom of the page:
Just like with other page request types, the assigned team member and the person who opened the suggestion will get a notifications on any activity on the suggestion (created, comments, closed) in Slack or email, depending on their notification preferences.
Who can make page requests?
Any users on your team with a log in, including Read-only users, can create page requests.