How to Create a Guide

Click on your username in the top right corner of the site.

Select Create A Page from the drop-down menu.

If you are already on the category page in which you intend to organize your new guide, you can simply click the Create a Guide button at the top of the page.

Select Guide from the Page Options list.

Enter the name of the category you'd like to organize your new guide within.

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

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

Click Next.

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 itself .

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 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.

If you want 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 your Media Manager.

Click 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 will add 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 the Edit button in the bottom right corner.

Select the Markers option from the menu that appears to open the Markup Window.

Use the Tool menu at the top left to select a shape, line or arrow marker, then simply click the image where you'd like to add the marker and adjust the size, shape and orientation as needed.

Use the Color menu at the top right to select a color for your new marker.

Once you've created all desired markers, click 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.

Click the + icon in the Step section at the top right corner of the page to add a new step. This option will always add the 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're currently editing, rather than at the end of the guide.

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

Use the remaining Help Guides to review specific topics, including:

Prerequisite Guides

Data Capture

Guide Privacy Settings & User Access Controls

Publishing