Recent updates
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Do you recommend using the Zendesk Help Desk or a ScreenSteps site as your main documentation site?
Updated on Feb 21, 2014ArticleAdditional Help Resources / FAQs / ScreenSteps and Zendesk
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Does ScreenSteps integrate with the new Zendesk Help Center?
Updated on Feb 18, 2014ArticleYes. ScreenSteps 3 now integrates with the new Zendesk Help Center. You can publish complete manuals from ScreenSteps to Zendesk.
Additional Help Resources / FAQs / ScreenSteps and Zendesk
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How to keep your documentation up to date
Updated on Jan 08, 2014ArticleOne of the major concerns we hear from people is, "How do I keep my documentation up to date?" Here are some simple strategies to make it simple to keep things current in your documentation.
Additional Help Resources / Best Practices / Managing your documentation
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How to make documentation easy
Updated on Dec 04, 2013ArticleAdditional Help Resources / Best Practices / Intro
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Adding the Home Page Component to your sidebar
Updated on Nov 21, 2013ArticleLearn how to add the home page component to the sidebar for most all of your Salesforce tabs.
Additional Help Resources / Salesforce and ScreenSteps / Adding Contextual Help and Search to Salesforce
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What is a draft?
Updated on Oct 30, 2013ArticleA Draft version of an article is a version that people editing the article have access to. Any changes made to a draft article will not be visible in a Site, only in the desktop or web editors. By working on the Draft of an article, your team can update existing content in your manuals behind the scenes and not make those changes public until you are finished.
Using ScreenSteps / Authoring Content / Article Management
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How to write a great roadblock article
Updated on Nov 13, 2012ArticleHere at Blue Mango, we talk about two types of help articles:
- Those designed to remove roadblocks for your customers, and
- Those designed to provide a road map for your customers
This article focuses on the first type, and will teach you how to create awesome "roadblock" articles. Read more about roadblocks and road maps.
The steps to writing great roadblock articles are:
- Create a great title
- Answer the question with screenshots
- Add a header for each screenshot
- Add instructional text (if needed)
- Publish it
Following these steps will help you approach your documentation in an organized way and allow for you to create a lot of quality “roadblock” articles in very little time.
Additional Help Resources / Best Practices / How to write your documentation
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Why your documentation needs to be online - not locked in a PDF or Word file
Updated on Nov 10, 2012ArticleA lot of organizations deliver their documentation as PDF or Word files. If you are only using PDF and Word files for your documentation, then you are making a big mistake that is impacting the usage of your documentation and probably hurting the efficiency of your business.
In this article we will regularly refer to PDFs, but what applies to PDFs also applies to Word files, PowerPoint, etc.
Additional Help Resources / Best Practices / Other articles
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Evaluating the cost of a documentation system
Updated on Oct 04, 2012ArticleAdditional Help Resources / Best Practices / Other articles
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Creating engaging documentation: Motivation matters more than Learning Styles
Updated on Sep 27, 2012ArticleA lot of people talk about developing documentation for different learning styles. If you have unlimited resources then you can spend a bunch of time and money developing content in different formats to match different learning styles. But most businesses don't have unlimited resources. Most businesses need to get something prepared that can help the majority of their users.
If you are starting to think about creating material for different learning styles, stop right now. Instead of grouping your audience into different learning styles, start grouping them by their level of motivation.
Additional Help Resources / Best Practices / Other articles