GTD workflow

  • Rversion finale: Australia
  • Mis à jour 13 mars 2026
  • 1 minute de lecture

    • Learn about the primary steps to create a guided tour.

    With the Guided Tour Designer, you can effortlessly create guided tours. The primary steps are as follows:

    Define scope
    Begin by accessing the Guided Tour Designer. Specify the tour's name, type (for example, Workspace, Service Portal), starting page, and the relevant user roles.
    Add steps
    Use the drag-and-drop interface to incorporate callouts, instructions, and triggers for specific page elements.
    Test and refine
    Test the tour during development to identify and implement necessary changes for an effective user experience.
    Publish the tour
    After the tour is finalized, publish it.