Your first five articles. A much easier start.
Copy these Markdown templates, replace the prompts with your product’s real behavior, and publish answers your customers can use.
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01Get your first project runningA guided path from a blank workspace to your first useful result.
# Get your first project running ## What you will accomplish [Describe one useful result in plain language.] ## Before you start - [Required account or role] - [Information, data or access you need] ## Steps 1. Open [the exact screen name]. 2. Select **[the exact button label]**. 3. Enter [required information], then select **[Save]**. ## You are done when [Describe the visible result the reader should see.] ## Need help? [Link to a verified troubleshooting article or support channel.]
02Set up your workspaceExplain the choices a new customer needs to make before using your app.
# Set up your workspace ## Who can do this [State the required role and plan, if any.] ## Before you start [Explain any required information or connected service.] ## Configure your workspace 1. Open **[Settings]**. 2. Set [required fields]. 3. Review [settings that affect your team]. 4. Select **[Save]**. ## Check your setup [Give a short check that confirms everything works.] ## Change these settings later [State where to return and any real limitations.]
03Invite a teammate and manage accessMake invitations, roles and sign-in requirements clear.
# Invite a teammate and manage access ## Who can invite people [State the required role and any seat limit.] ## Send an invitation 1. Open **[Team settings]**. 2. Enter [the teammate’s email]. 3. Select [an appropriate role]. 4. Select **[Invite]**. ## What happens next [Explain the actual invitation and acceptance flow.] ## If the invitation does not work [Provide verified recovery steps. Never ask for passwords.] ## Change or remove access [Explain supported controls and consequences.]
04Manage your plan and billingHelp customers understand upgrades, invoices and cancellation.
# Manage your plan and billing ## Who can make billing changes [State the role required to manage the subscription.] ## View your plan [Explain where plan, interval and renewal information appear.] ## Change plans [Describe the supported upgrade or downgrade flow.] [Explain what the customer reviews before confirming payment.] ## Find invoices [Link to the real billing portal or describe the exact navigation.] ## Cancel a subscription [Describe the actual cancellation flow and when access changes.] [Link to your approved cancellation and refund terms.] ## Billing help [Provide the supported billing contact.]
05Troubleshoot a common problemTurn a specific customer symptom into safe, useful next steps.
# [Specific symptom the customer sees] ## What this means [Describe the symptom without assuming a cause.] ## Check these things first 1. [An easy, reversible check.] 2. [Another likely cause and how to verify it.] 3. [A safe next action.] ## How to confirm it is fixed [Describe the expected result.] ## Still stuck? Contact [your real support channel] with: - [Non-sensitive diagnostic information] - [Exact error message, if available] Do not include passwords, tokens or secret keys.
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