How-to Guides
These guides walk you through specific tasks step by step. Unlike conceptual documentation, how-to guides focus on getting things done.
What You'll Find Here
Each guide follows a consistent format:
- Prerequisites — What you need before starting
- Steps — Numbered, actionable instructions
- Expected Result — What success looks like
- Troubleshooting — Common issues and solutions
Projects
Manage and organize your work with projects.
- How to Create a New Project
- How to Configure Project Settings
- How to Make a Project Public or Private
Feedback
Collect and manage feedback from users and clients.
- How to Create a Feedback Board
- How to Share Your Feedback Link
- How to Manage Feedback
- How to Convert Feedback to GitHub Issues
Workflows
Build and manage automation workflows.
Playbooks
Use pre-built templates to guide your projects.
Links
Save and organize web bookmarks.
Profile
Customize and publish your public presence.
- How to Publish Your Public Profile
- How to Customize Your Profile
- How to Add Projects to Your Profile
General
Administrative and account tasks.
Related Documentation
- Getting Started — New user onboarding
- Core Concepts — Understand how things work