Guided walkthroughs

Guided walkthroughs

My Team has narrated tours built into the product. They walk you through a page, pointing at things as they explain them — useful when you are new, or when you are about to use a page you have not touched before.

Where: in My Team, on the pages that have a tour

You need: nothing image.png

When to use this, and when not to

You wantUse
To understand a page you are looking atA walkthrough
To understand how a feature works in depthThis knowledge base
To be shown where a specific button isA walkthrough
Something you can refer back to laterAn article — tours are not searchable

Walkthroughs and this knowledge base do different jobs. A tour is good at orientation — where things are on this screen — and poor at reference, because you cannot search it, quote it, or come back to one specific paragraph.

What Happens Next

  • The tour highlights parts of the page in sequence, with narration.
  • It changes nothing — a walkthrough is a guided look, not an action.
  • You can leave at any point; nothing depends on finishing.

Tips

  • Take the tour before your first real task on a page, not during it. Learning the layout while trying to do something is how mistakes happen.
  • Point new joiners at them on day one. A tour costs a couple of minutes and saves a colleague explaining the same screen.
  • Use the KB for anything you need twice. If you find yourself re-taking a tour to remember something, the article is what you actually want.

Related articles