Tutorial: Getting Started with Your Help Center

Step 1: Setting Up Your Categories

  1. Hover over the Articles icon and click Categories.
  2. Click + Add New Category at the top left.
  3. Click the Category Name field and enter a category name.
  4. Click Create.
Tip:
Reorder your categories by hovering over a category, then clicking the Reorder icon and dragging the category to a new position. 

Step 2: Creating Subcategories

  1. Hover over the category on the left and click the Show More icon . 
  2. Click Add Subcategory.
  3. Click in the Subcategory Name field and enter a subcategory name. 
  4. Click Save.

Step 3: Creating Articles

  1. Click the Articles icon on the left.
  2. Click + Create New Article.
  3. Click the Select category drop-down and select a category.
  4. (If applicable) Click the subcategory drop-down and select a subcategory.
  5. Click the Article drop-down and select an article type:
    • Article: Provide various types of concise content, such as Overview articles, step-by-step How-To articles, in-depth Tutorials, FAQs and more. 
    • Feature Request: Collect feedback from your users regarding features they would like to have. Later you can automatically update these users when the feature is released. 
    • Known Issue: Users can report that they're experiencing an issue and automatically receive updates when it's resolved. 
  6. Enter the title of the article in the Title field.
  7. Click the Add a block icon to start adding content: 
    • Text: Add text, bulleted or numbered lists.
    • Subtitle: Add section headings, subtitles and anchored subtitles.
    • Informative Notes: Add a note, tip, important or warning content.
    • Lines: Add solid or dashed lines.
    • Image: Upload an image. 
    • Video: Add a video by URL or embed code.
    • More: Select other available options including tables, collapsible components, HTML and more.
  8. From the footer menu you can also select:
    • Translations: Send to translation to localize your article in other languages.
    • Labels: Add labels to help sort and manage content.
    • Notes: Add an internal note. This note is not visible in the published content.
    • Related Content: Add related content to help direct your users to other articles.
    • Tasks: Create and assign Write, Update or Review tasks. 
  9. Click Save at the top right of the Content Editor. 
  10. Click Publish.
  11. (Optional) Click the Notify followers? toggle to update followers of the changes you made.
  12. Click Publish my article now.
IN THIS ARTICLE