How-To Documentation
How-To guides are task-oriented content for users who have a specific goal. They assume some familiarity with the product and focus on practical, actionable steps.
How-To guides are NOT: Tutorials (teach through exploration), Explanations (provide understanding), Reference docs (describe the system).
How-To Guide Template
---
title: "How to [achieve specific goal]"
description: "Learn how to [goal] using [product/feature]"
---
# How to [Goal]
Brief intro (1-2 sentences): what you'll accomplish and why it's useful.
## Prerequisites
- [What user needs before starting]
- [Required access, tools, or setup]
- [Any prior knowledge assumed]
## Steps
### 1. [Action verb] the [thing]
[Clear instruction with expected outcome]
### 2. [Next action]
[Continue with clear, single-action steps]
### 3. [Continue numbering]
[Each step should be one discrete action]
## Verify it worked
[How to confirm success - what should user see/experience?]
## Troubleshooting
- **[Common issue 1]**: [Solution or workaround]
- **[Common issue 2]**: [Solution or workaround]
## Next steps
- [Related how-to guide 1]
- [Related how-to guide 2]
- [Deeper dive reference doc]
Writing Principles
Titles
Always start with "How to" + active verb. Be specific: "How to add SSO authentication" not "How to set up auth".
Step Structure
- One action per step -- if you write "and", consider splitting
- Start with action verbs: Click, Navigate, Enter, Select, Run, Create
- Show expected outcomes after key steps
Minimize Context
Don't explain why things work -- just show how. Link to explanations for deeper understanding.
User Perspective
Write from the user's perspective, not the product's:
| Avoid (product-centric) | Prefer (user-centric) |
|---|---|
| "The API accepts..." | "Send a request to..." |
| "The system will..." | "You'll see..." |
| "This feature allows..." | "You can now..." |
Prerequisites
Be explicit. List required access, tools, versions, and prior setup steps with links.
Callouts
Use callouts sparingly for critical information:
<Warning>for destructive or irreversible actions<Note>for timing or important context<Tip>for optional shortcuts
Use expandable sections for optional advanced details that shouldn't interrupt flow.
Checklist
- Title starts with "How to" and describes a specific goal
- Prerequisites section lists all requirements
- Each step is a single, clear action
- Action verbs start each step
- Expected outcomes shown after key steps
- Verification section explains how to confirm success
- Troubleshooting covers common issues
- Next steps link to related content
- No unnecessary explanations -- links to concepts instead
- Written from user perspective, not product perspective
When to Use How-To vs Other Types
| User's mindset | Doc type |
|---|---|
| "I want to learn" | Tutorial |
| "I want to do X" | How-To |
| "I want to understand" | Explanation |
| "I need to look up Y" | Reference |
Standard Markdown
Use standard Markdown for documentation. MDX components (<Steps>, <Accordion>, etc.) shown in templates are illustrative -- adapt to standard Markdown or your platform's shortcodes.
Related Skills
- docs-style: Core writing conventions and components
- tutorial-docs: Tutorial patterns for learning-oriented content
- reference-docs: Reference documentation patterns
- explanation-docs: Conceptual documentation patterns
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