How to write quickstart guides for tools and applications

How to write a quickstart guide for software tools and processes.

Quickstart guide example

Here’s a markdown template for shafolding a quickstarting guide:

# Quickstart Guide for [Tool Name]

## 1. Overview

[Tool Name] helps teams streamline [specific process] by providing [key functionality]. This guide will walk you through the key steps to get started quickly.

## 2. Prerequisites

* Company VPN Access
* Internal Tool License/Permissions
* Access to Database XYZ (if relevant)
* Required Software: Any external software needed (e.g., browser, integrations, etc.).
* Hardware Requirements (if applicable): Specific system requirements.

## 3. Installation/Setup Instructions

* Navigate to the [tool's URL] and click "Sign Up."
* Install the Chrome Extension for additional functionality (optional).

## 4. Getting Started

What are "Projects" and "Tasks" within the tool?

## 5. How to Perform Common Tasks

### Task 1: [Name of Common Task]

Step-by-step guide to completing the task.

### Task 2: [Name of Second Task]

Step-by-step guide to completing this task.

##  6. Troubleshooting & FAQs

### Q: How do I reset my password?

Click "Forgot Password" on the login page and follow the prompts.

## 7. Additional Resources

Contact information for support or escalation.

## 8. Best Practices

* Create daily backups to ensure data security.

## 9. Version History / Updates

* **Version 2.3** added new reporting features for advanced analytics.

## 10. Feedback

Submit feedback via [internal support ticket system] or email [[email protected]].

1. Overview

The purpose of the overview is to briefly introduce the tool, its purpose, and why it’s useful.

2. Prerequisites

Access Requirements: What permissions, tools, or accounts users need to have before starting.

3. Installation/Setup Instructions

Provide clear, numbered steps on how to install, log in, or set up the tool.

Include screenshots or visuals where applicable.

4. Getting Started

Basic Navigation: Explain the key parts of the interface.

Describe the dashboard, key menus, and their functions.

Use annotated screenshots to make it easier.

Define key terminology or jargon used in the tool.

5. How to Perform Common Tasks

Use simple language and screenshots or GIFs for clarity.

6. Troubleshooting & FAQs

Common Issues & Solutions: List out any common problems users may face.

On the FAQs address common questions.

7. Additional Resources

Links to more in-depth guides, video tutorials, or support documentation.

8. Best Practices

Tips and advice on how to use the tool most effectively.

9. Version History / Updates

Include a section where users can see what’s new in the latest versions of the tool.

10. Feedback

Provide instructions on how users can give feedback or request features.