Knowledge BaseHow to use Autopilot Process SetupHow do I edit the guidance shown to a user when he/she completes a task?

How do I edit the guidance shown to a user when he/she completes a task?

In order to edit the guidance, you will have to be given permission by your company administrator. (How do I allow users to contribute to the guidance while completing tasks? )

N.B Guidance is setup for every step in a process.

To access the guidance from the dashboard, Open a process from your 'DO' or 'Monitor' tab, and expand the side bar to find the guidance icon (As shown Below)

Guidance

Guidance

Click  on 'Edit' to edit the guidance for a step in the process

Editing the Guidance

  1. Add a Guidance title
  2. Add the Guidance description
The guidance can be any sort of informative information to assist a user in completing the step in the process

3.   You can reference any external links to assist users e.g. a link to a document on dropbox. Enter a title of the Link you adding and copy and paste a URL link in the URL text box.

Click on 'Add a new Link'

4.   Click on 'Save' to save the changes made