Tutorial: Getting Started with Your Help Center

Step 1: Setting Up Your Categories

  1. Click the top menu icon .
  2. Click Categories.
  3. Click +Add Category.
  4. Click in the New Category text field and enter a category name.
  5. Click Create.
Tip:
You can reorder the category list by hovering over a category and then using the handle on the left side of the panel to drag and drop the category to a new position.

Step 2: Creating Sub-categories

  1. Click Create Sub-category by the category that you want to include the sub-category in.
  2. Click in the New Category text field and enter a sub-category name.
  3. Click Create.

Step 3: Creating Articles

  1. Click the top menu icon .
  2. Click Articles.
  3. Click +Create New Article and select one the article types:
    • Quick Help: Provide various types of concise content, such as Overviews & introductions, Tutorials, How-tos, FAQs etc... 
    • Feature Request: Collect feedback from your users regarding features they would like to have. 
    • Known Issue: Provide information regarding know issues or bugs, and gain insight to the number of users experiencing the issue. 
  4. Select a category and sub-category from the drop-down menu.
  5. Enter a Title.
  6. Click the Add a block icon + to start adding content: 
    • Text/Paragraph: Add sub-titles and paragraph text. 
    • Informative: Add Note, Tip, Important or Warning content.
    • Image: Upload or link to an image. 
    • Video: Add a video URL.
    • Table:  Set the number of Columns and rows to add a table. 
    • Lines: Add solid or dashed lines to 
    • Code Snippet: Insert code snippets within your article.
    • iFrame: Embed HTML pages within your article.
    • Markdown: Enter your text using Markdown.
  7. From the footer menu you can also:
    • Translation: Send an article to translation. 
    • Labels: Add labels to help sort and manage content.
    • Notes: Add an internal note. This note is not visible in the published content.
    • Keywords: Add keywords to improve search results. 
    • Related Content: Add related content to help direct your users.
    • Tasks: Create and assign Write, Update or Review tasks. 
  8. Click Save and publish.
IN THIS ARTICLE