How-to guides
Write a how-to guide: start with the outcome, remove obstacles instead of teaching, and keep each step to one imperative instruction.
Purpose
A how-to guide takes a reader who has a problem to a solved problem. The reader already knows what they want. The page removes the obstacles between them and the result; it does not teach.
When to use
- The reader arrived with a specific task and a real situation.
- Do not use a how-to for a reader who is learning the product: that page is a tutorial.
- A how-to whose task is a fix is a troubleshooting page.
- When in doubt, Choose a content type has the router.
Register
Procedural: 20 words per sentence, one instruction per step, imperative and active. Tone: directive, plain, efficient. Sentence structure holds the rules.
Structure
Required components
- Scope sentence: the opening states, in one sentence, what the page lets the reader do and from where. Never
In this guide. - Prerequisites: a
## Prerequisitessection when the page has any, bulleted; each item is a link or a one-line command. A single prerequisite is a sentence, not a list. - Task sections: one
##per task, each an imperative verb phrase. - Lead-in: directly before each procedure, one sentence ending in a colon, such as
To create the bucket:. - Outcome sentence: every procedure ends by stating what the reader now has or sees.
- Next steps: a closing
## Next stepssection, aDocCardGroupwith one or two cards: the title, the link, and the reason as the card copy.
Optional components
- Tabs by interface: one
<Tabs>block when a task runs through more than one interface, Console panel first, one complete procedure per panel. - One aside holding the alternative path, when the task genuinely branches.
Template
Copy the template and replace each <placeholder>.
Separate the major sections of the page with a --- rule, and never place one directly after the frontmatter.
Rules
- Name the task in the title. A short imperative verb phrase:
Create a bucket,Bypass origin cache. Not a gerund, not a question, not aHow to ...prefix — the verb carries it. The prefix is retired on new and rewritten pages. - Open with one scope sentence. State what the page lets the reader do and from where:
You can create a bucket from Azion Console, the Azion CLI, or the API. - One task per heading. A heading covering two tasks is two headings.
- Add information after every heading. A task section’s first sentence must add information its heading does not; the lead-in carries the section.
- Follow the step rules. Steps follow Procedures, and every procedure ends with its outcome sentence.
- Show the output after every command. The reader sees what success looks like before the next step depends on it. The rule is in Procedures.
- Branch where the task branches. Multi-interface tasks use one
<Tabs>block, Console panel first — never sequential sections per interface. - Do not teach. A sentence of context, then the steps. A paragraph of background belongs to a concept page; link it.
- Use one verb per action, on every mention across the page.
- Link the neighbors. Sibling how-tos and the product’s reference page, from the body or from
## Next steps. - Send a goal that crosses products to a multi-product guide.
- Link out for third-party products. Name the vendor’s step; do not document their interface.
Examples
This excerpt shows the scope sentence, the prerequisites, and the Console panel of the first task:
- Create request and response rules: two tasks on one page, each a named procedure with numbered imperative steps.