How to Create a Guide

Click on your username on the right side of the site header.

Select Create A Page from the drop-down menu.

If you are already on the category page for the new guide, click on the Create a Guide button at the top of the page.

Click on the Guide icon in the Start a New Page options.

To organize your guide, enter the name of the guide's designated category.

As you type, if the category already exists, it will appear in a drop-down list below the text box. Select your category from the list.

If the category does not already exist, a new category page will be created.

Click on the Next button.

Enter a Title for your new guide.

Add a summary to briefly explain what the guide will demonstrate.

If you would like to add other information at this time, such as an introduction or flags, click Show More.

Review the Parts of a Guide Page to better understand the various elements that make up a guide.

When finished adding information, click Save.

Begin creating the body of your guide by creating your first guide step.

Click on the Add a Title text to enter a title for your first step.

Click on the Insert wisdom here text to enter your first bullet point text instructions.

Use the formatting toolbar at the top of the text editing box to format your text or add links.

Use the arrows below the text box to indent your bullet. Use the + icon to create a new bullet and the X icon to delete the bullet.

To change the color or icon for the bullet, click on the bullet icon.

Select from the color/icon menu to change your bullet point.

Click Save to create your first step!

To open a Keyboard Shortcuts pop-up window, click on the keyboard icon at the top of the guide.

Use these (and others listed in the KeyBoard Shortcuts window) to quickly navigate while creating guide steps:

Return: Next bullet or insert new bullet.

Shift + Return: Previous Bullet or Insert Bullet Above.

Ctrl + ]: Indent bullet.

Ctrl + [: Unindent bullet.

Ctrl + D: Delete bullet.

To add enhancing images or media, select either Image or Media. Both are located below the step title.

You can add up to three images per step, while video and other media is limited to one file per step.

Click the image or media placeholder to open the Media Manager.

Click on the Add Media button to add a new image or video to your library.

Review the Media Manager Help Page for more information about using media.

Select the image or media file from your library by clicking on it. This adds it to your guide step.

If you are using images, you can use the two remaining image placeholders to add up to three images to your step.

Click Save to save your visual guide step.

Note: Markup cannot be added to videos or other media.

Move your curser over your new guide step image, then click on the Edit button in the bottom-right corner.

To open the Markup Window, select the Markers option from the menu.

Use the Tool menu in the top-left of the Markup Window to select a shape, line or arrow marker.

Click the image where you want to place the marker and adjust the size, shape, and orientation as needed.

Use the Color menu in the top-right of the Markup Window to select a color for your new marker.

Once you have created all of the markers, click on the Save Changes button in the very top-right corner of the Markup Window.

View your new image with the markup and click Save to save it to your guide step.

To add a new step, click the + icon in the top-right corner (Step section) of the page. This option will add a new step to the end of the guide.

You can also use the + Insert Step button to add a new step immediately after the step you are currently editing, rather than at the end of the guide.

Review the '"Parts of a Guide Page" to add further detail to your guide.

Use the Help Guides to review specific topics, including:

Prerequisite Guides

Data Capture

Guide Privacy Settings & User Access Controls

Publishing