Purpose: [1-2 sentence summary of what this guide covers and what users will accomplish]



Overview


[2-3 sentences explaining what this feature does and why users would want to do it, aka the business value of the feature]



⚠️ Note: [Any crucial notes about the feature the user should know before proceeding to read the rest of the article]



Prerequisites


[List any requirements, e.g., "Admin access" or "Completed account setup"] link to article(s) needed.

[Any preparation steps, account requirements, or things users should know upfront]


✅ [Checklist item 1]

✅ [Checklist item 2]

✅ [Checklist item 3]




Step-by-Step Instructions: How to [...]


Method 1: [Primary/Recommended Method]


[Use this section for the main, recommended approach]

  1. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]
  2. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]
  3. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]


[Screenshot or GIF placeholder - clearly labeled and set Border and Shadow Option]


 Success Indicator: [How users know they've completed the task correctly]


Method 2: [Alternative Method] (Optional)

[Include if there's another valid way to accomplish the task]


[When to use this method: Explain use case]

  1. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]
  2. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]
  3. [Action verb] [object]
    1. [Detailed instruction]
    2. [Screenshot with numbered annotations]


 Success Indicator: [How users know they've completed the task correctly



Best Practices

To confirm everything is working correctly:

  1. ✅ [Do this]
  2. ✅ [Do this]
  3. ❌ [Avoid this - explain why]
  4. ❌ [Avoid this - explain why]



Related Articles

  • [Link to related how-to]
  • [Link to related FAQ]
  • [Link to related FAQ]
  • [Link to troubleshooting]

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