How to Create a New Article in Help Docs

Please see the style guide: Progress Learning Helpdocs Style Guide

If you need access to edit/add articles in the Command Center please submit a ticket using the HR form and Haley Harper will give you access and train you on how to use Help Docs. (this information is outdated)

How to Create a New Article in Help Docs

  1. Before creating/updating an article in Help Docs, open up the Sales Command Center Monday.com board and the Help Docs Content page.
  2. To create a new article, click on the 3 dots next to the Category for which you wish the article to live.
  1. Please review this video for Creating an Article in HelpDocs basics.
  1. When you are ready to publish your article. Set the Article Status to "Draft". Update the Monday.com board status next to your article name as "In Review". Send in an HR Request using this form to ask for final approval. Haley will give final approval and let you know when the article is published.
Please note, final approval is needed on any new article created or any updates.

Best Practices and Style Guide:

  • In technical writing, it’s best to be short and to the point. Avoid using a lot of filler words that don’t add any value to explaining the steps.
  • Bold text - any click action should be highlighted with bold text. 
    • Example: Click the Continue button. 
  • Each step number should use the number icon option at the top.
  • When taking a screenshot, Zoom in chrome either 110% or 125%. Screenshot beneath your Chrome toolbar.
  • You can Embed or Link videos.
  • Open the screenshot in Preview. This is the Apple application that is used for viewing pdfs and screenshots.
  • To access arrows and other drawing tools, click Markup.
  • Use the eyedropper in Preview to match our primary brand color. If you need the hex code it is #BB0070. This color should be used for arrows, ovals, and rectangles.
  • For arrows, use the 2nd thickest or thickest line option (it depends on the size of the screenshot). You want your arrow to be large and obvious, but not so obnoxiously large that it covers up too much of the image. 
  • Use H2 or H3 as headers.
  • For ovals and rectangles, use the 2nd or 3rd thickest option (again, depends on size of the screenshot). Please see the example below.

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