Opening the in-product guides for onboarding, workflow decisions, and surface ownership.
Preparing the product guides and role-based operating paths.
Use these guides when you know the task you need to complete and want the shortest product path to the right outcome.
Most product confusion disappears when you choose the right starting surface. These workflows map each common job to the page that should own it first.
Each playbook starts with the best first page and ends with the outcome that page sequence is meant to produce.
A lot of friction disappears when the handoff between pages is intentional.
Use these shortcuts when you already know the kind of work you need to do.
These are the questions most likely to come up during day-to-day use.