Markdown Styling in Uptick Text Boxes
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

You can go beyond basic text and apply formatting to most text fields in Uptick including:

  • Task Scope of works

  • Internal notes

  • Access notes

  • Property Billing/Reporting Requirements

  • Task technician notes

  • Invoice line item descriptions

  • Purchase Order line item descriptions

  • Snippets

  • Timelines

This guide will show you how you can make the most of Markdown formatting to format your text in various ways (where supported).

Headings

To create a heading, add number signs (#) in front of a word or phrase. The number of number signs you use should correspond to the heading level. For example, to create a heading level three, use three number signs (e.g., ### My Header).

Markdown

Output

# Heading level 1

Heading level 1

## Heading level 2

Heading level 2

### Heading level 3

Heading level 3

#### Heading level 4

Heading level 4

Emphasis

You can add emphasis by making text bold, italic or both.

Italic

To italicise text, add one asterisk or underscore before and after a word or phrase.

Markdown

Output

*Italicised text*

Italicised text

_Also italicised text_

Also italicised text

Bold

To bold text, add two asterisks or underscores before and after a word or phrase.

Markdown

Output

**Bold text**

Bold text

__Also bold text__

Also bold text

Bold and Italic

To emphasise text with bold and italics at the same time, add three asterisks or underscores before and after a word or phrase.

Markdown

Output

This text is ***really important***.

This text is really important.

This text is ___really important___.

This text is really important.

Images

Uptick supports adding images from an online source but it will not take resizing instructions, therefore the source images must be:

  • Publicly available (i.e. an image that anybody can view without special access or permissions

  • Appropriately sized (i.e. if you only want the image displayed as 100x100 pixels, you must ensure that the source image is of those dimensions)

The syntax format is as follows (coloured text explains the type of information to add:

![Image name](image URL)

The image name is optional and can be left blank, though it may be useful for labelling if you have multiple image links to manage.

Markdown

![Uptick](https://www.uptickhq.com/static/54141b2f1f6ce7f68476bed7b27c4e15/7da8a/logo.webp)

Output

logo.webp

Lists

You can organise items into ordered lists (numbered lists) and unordered lists (bulleted lists).

Note regarding indentation: Do not use the Tab key for indentation as this will jump the cursor to the next field. Using four spaces will translate to an indent.

Numbered Lists

To create an ordered list, add line items with numbers followed by periods. Simply starting the line with any number followed by a period will be interpreted as the next number in the list (i.e: a 4-item list where each line starts with 1. will still number the items 1 to 4 accordingly).

Markdown

Output

1. First item

2. Second item

3. Third item

4. Fourth item

  1. First item

  2. Second item

  3. Third item

  4. Fourth item

1. First item

1. Second item

1. Third item

1. Fourth item

  1. First item

  2. Second item

  3. Third item

  4. Fourth item

1. First item

8. Second item

3. Third item

5. Fourth item

  1. First item

  2. Second item

  3. Third item

  4. Fourth item

1. First item

2. Second item

3. Third item

1. Indented item

2. Indented item

4. Fourth item

  1. First item

  2. Second item

  3. Third item

    1. Indented item

    2. Indented item

  4. Fourth item

Bulleted Lists

To create an unordered list, add dashes (-), asterisks (*), or plus signs (+) in front of line items. Indent one or more items to create a nested list.

Markdown

Output

- First item

- Second item

- Third item

- Fourth item

  • First item

  • Second item

  • Third item

  • Fourth item

* First item

* Second item

* Third item

* Fourth item

  • First item

  • Second item

  • Third item

  • Fourth item

+ First item

+ Second item

+ Third item

+ Fourth item

  • First item

  • Second item

  • Third item

  • Fourth item

- First item

- Second item

- Third item

- Indented item

- Indented item

- Fourth item

  • First item

  • Second item

  • Third item

    • Indented item

    • Indented item

  • Fourth item

Horizontal Line

To create a horizontal rule, use three or more asterisks (***), dashes (---). Make sure there are blank lines before and after this otherwise it will interrupt the formatting of other parts of the text.

***

---

Which ever format you choose to use, the output will look like the line below.

Screen_Shot_2022-06-27_at_3.03.18_pm.png

Links and Email Addresses

  • The https:// part of the link must be present in order for it to be interpreted as a link.

  • To quickly turn a URL or email address into a link, enclose it in angle brackets.

  • You can also use bold and italic formatting on links as well.

  • To create a link, enclose the link text in square brackets and then follow it immediately with the URL in brackets like the example below.

Mouse-over tooltip

Allows a tooltip to appear when the user hovers over the link for a few seconds. The tooltip can be added by enclosing your message of choice in quotes after the URL before the closing bracket.

Markdown

[Visit the website](https:www.uptickhq.com "This will take you to the official Uptick website")

Output

MO_link.gif

Symbols

There are a small selection of symbols that will work with Markdown syntax which you can find in the table below. For those that do not appear in this table you will need to copy them from the source and paste them into the text box.

Symbol Name

Markdown Syntax

Output

Copyright

©

©

Registered trademark

®

®

Trademark

™

Euro

€

Left arrow

←

Right arrow

→

Down arrow

↓

Up arrow

↑

Degree

°

°

Pi

π

π

Escaping Characters

If you want to actually use these symbols instead of the Markdown translating it (i.e you want to use * without it turning into a bullet point or emphasising text), place a\ in front of the character. See the example below:

\* Without the backslash, this would be a bullet in an unordered list.

The rendered output looks like this:

* Without the backslash, this would be a bullet in an unordered list.

Characters You Can Escape

You can use a backslash to escape the following characters.

Character

Name

\

backslash (in this case a \\ will display as a \)

`

backtick

*

asterisk

_

underscore

{ }

curly braces

[ ]

brackets

< >

angle brackets

( )

parentheses

#

pound sign

+

plus sign

-

minus sign (hyphen)

.

dot

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