You can create an application guide to direct users through a set of tasks for using your application. For example, for a service request application, you can direct users to the steps required to open a new case.
An application guide contains one or more chapters, which outline the main steps of the process. A chapter can have one or more tasks, which provide instructions to the user and can include links to a landing page, wizard, URL, rule, or data record.
After you add an application guide to a portal, users can open the guide from the Resources menu and interact with the guide in the following ways:
Expand chapters to view the tasks.
Track the progress of tasks and mark each task with a check mark when completed. An indicator shows the percent complete for all tasks.
Create a user story for a task in Agile Workbench. A user story describes a change to the application or application guide. For example, if a task is missing a step, you can create a user story in Agile Workbench to document possible changes.