ScreenStepsGetting Started Onboarding GuidesAdd Content to Your Checklist

Add Content to Your Checklist

ScreenSteps uses content blocks to create documentation. Click the + icon to add a new content block.

Add a Checklist content block

A checklist item is meant to be a high-level task related to the procedure.

Using checklist items in a procedure

For example, when running payroll, the procedure consists of several tasks, such as:

  • Collecting all timesheets
  • Confirming accuracy
  • Uploading times to system
  • Submitting for processing

Each one of those would be a separate checklist item

Add a Heading content block (like this)

To add a heading, select the Heading block type.

Using headings in a procedure

In this example, the heading describes the steps one would take to perform a task. But you could also create headings that are not sub-steps to the checklist item.

Add an Image content block

The images that appear in this article were added with an Image content block.

Add new screenshots

Screenshots are a great way to walk users through a process. ScreenSteps gives you two options for adding screenshots

  1. You can add an image saved to your computer, or
  2. you can grab new screenshots using the desktop editor.

Add a Paragraph content block

This text is an example of paragraph text.

Add a Table content block

Add an HTML content block

Use this type of content block to embed videos, include forms, etc. so that the content appears inline.

Add a Code Block content block

Add an Attachment content block