Step-by-Step Walkthrough with Checklist

Method: break a task into clear steps and let readers track progress. The blog lists step-by-step walkthroughs and checklists as core formats for sales playbooks, onboarding guides, and training materials.

Try it: publish your first documentation project

Choose how you like to work. Guided shows one step at a time; Checklist shows everything and remembers your progress, even after you close the page.

Tips for writing walkthroughs

• Start each step with a verb, one action per step.
• Show the expected result so readers know they did it right (see the green boxes above).
• Put optional details in tips or expandable sections.
• Add a short animation for steps where readers usually get stuck.