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Playable guides
Some tasks are easier to learn by doing them. A playable guide, labeled Walk me through it, walks the real console with you one step at a time: it opens the right page, highlights the control to use, and moves on when you use it.
Open a guide
From the Dashboard, click Help in the sidebar. The Help page lists every guide by topic. Click one to start it.
Some pages also have a Walk me through it button at the top right that starts the guide for that page:
| Page | Guide |
|---|---|
| Assignments | Create an assignment |
| Submissions | Review media and submissions |
| Settings > Workflows | Set up a workflow |
| Settings > Tags | Manage tags |
The Help page also links to this guide, and to [email protected].
The guides
- Create an assignment: open the wizard, pick the team, name the file, review it, create it.
- Invite someone to an assignment: open an assignment, open Users, send an invite by email or phone.
- Change an assignment's status: open an assignment, change the status beside its name, see who created it.
- Review media and submissions: open Media on an assignment, switch layouts, then look at submissions.
- Set up a workflow: start from the library, including the ContentsVision workflow, or build your own.
- Manage tags: create a tag with a name and a colour.
- Switch products: jump to ContentsVision or ContentsEstimation from the sidebar.
Use the player
While a guide plays, a small panel sits at the bottom left of the screen.
- The highlight: the rest of the screen dims and an orange ring marks the control the step is about. The console still works normally underneath.
- Next moves to the next step. Some steps have no Next button: they wait for you to click the highlighted control, or type in the highlighted field, then move on by themselves. Skip this step moves on without doing it.
- Back goes to the previous step. The numbered dots jump straight to any step.
- Take me there shows up when you have wandered to another page. It takes you back to the step's page.
- Exit stops the guide. Finish on the last step ends it, with a message to confirm.
- A guide keeps its place if you reload the page or move around the console.
If the control a step needs is not on the screen (you lack permission for it, or there is nothing to click yet), the panel says so and you can press Next.
Guides never save anything on their own. Steps like Create or Send invite only point at the button; nothing happens until you click it.
Questions a guide does not answer? Email [email protected] and a human will respond.