GTD workflow

Learn about the primary steps to create a guided tour.

With the Guided Tour Designer, you can effortlessly create guided tours. The primary steps are as follows:

• Define scope

  Begin by accessing the Guided Tour Designer. Specify the tour's name, type (for example, Workspace, Service Portal), starting page, and the relevant user roles.

• Add steps

  Use the drag-and-drop interface to incorporate callouts, instructions, and triggers for specific page elements.

• Test and refine

  Test the tour during development to identify and implement necessary changes for an effective user experience.

• Publish the tour

  After the tour is finalized, publish it.