Step-By-Step Instruction Template

February 16, 2022 - Oleksii Sribnyi


Are you looking for a step-by-step instruction template? You've come to the right place.

Straight off the bat, a step-by-step instruction template should include the following:

  • A range of photos or screenshots for each step.
  • A clear description of what you aim to achieve.
  • A format that is easily digestible.
  • A handful of links for additional information.
  • An ordered list to summarize all steps.

When it comes to handing over or delegating work, step-by-step instructions are crucial to ensure that the task is carried out correctly.

The best way to get started is by using a template. This will give you a solid foundation on which to build your own instructions. Inevitably, this will also save you time in the long run. Once you have a template, simply fill in the blanks with your own content.

A web application for creating step-by-step guides using screenshots will enable you to create a template in no time at all.

How To Create A Step-By-Step Instruction Template

To create a step-by-step instruction template, you should use a platform that enables you to quickly produce tutorials and step-by-step guides. With all the tools you need in one location, you can easily add screenshots, videos, and text to your instructions. Once you're happy with the results, you can then share your guide with others in a range of formats.

For instance, using Folge, you can share step-by-step guides in a variety of different formats, including PDFs, rich HTML files, and Microsoft Word documents.

You can use Folge to capture your Windows or Mac screen to create a step-by-step guide.

With Folge, you can do the following:

  • Capture your screen with mouse clicks and keypresses.
  • Choose to delay the capturing of screenshots.
  • Collect a sequence of screenshots all at once.
  • Pick whether you capture the entire screen or a certain part.

Template For Step-By-Step Instructions (5 Key Components)

If you're looking for a template for your step-by-step instructions, be sure to include the following five key components:

1 - Catchy title

The title of your guide will be the first thing that people see. As such, it's important to make it count. Use a title that accurately reflects the content of your guide, while also being eye-catching and attention-grabbing.

Sure, it's not the most important part of your guide - but if you are trying to encourage employees or customers to engage with your content, a catchy title is a good place to start.

2 - Brief introduction

A brief introduction will set the stage for what's to come and explain the purpose of your guide. It doesn't need to be anything too long or complicated - just a couple of sentences that give the reader an overview of what they can expect.

You should highlight the things the reader will need to complete the process or task. From software solutions to physical equipment, it's important to list everything here so that the reader knows what they need to get started.

3 - Tips for success

By setting the reader on the right path, you can increase the chances of success. After all, if they know what to do and what not to do, they are more likely to achieve the desired outcome.

Include a few tips for success in your guide - these could be general tips, or specific pointers that relate to the task at hand. Either way, make sure that your tips are clear and concise.

4 - Screenshots

No digital tutorial is complete without some screenshots to guide the reader through the process. Screenshots are especially important if you are dealing with software since they provide a visual guide for the reader.

You can take the reader through each step of the process, highlighting key points along the way.

5 - Conclusion

A conclusion is an opportunity to summarize the key points of your guide and leave the reader with something to think about.

From key considerations to take into account to troubleshooting advice, a conclusion is a great way to wrap up your guide and ensure that the reader has all the information they need to take the reins.

For instance, if your step-by-step guide is designed for employee onboarding, you could add a personal touch to the conclusion by wishing the reader all the best in their new role.

If you are creating a step-by-step guide for SaaS product users, you might want to provide some additional resources that they can use to get the most out of the SaaS solution.

A simple step-by-step guide can help users unlock value from your product quickly. With the right software documentation tool, you can create engaging content that will help users become more familiar and comfortable with your product faster. When it comes to engaging users and inspiring activation, nothing beats an intuitive user manual or quick-start guide.

Folge is a perfect tool for creating guides, training manuals and documentation.

How To Make A How-To Guide (5 Additional Tips)

Here are a few further tips to keep in mind when creating your own how-to guide:

  • Utilize a platform that enables you to create how-to guides.
  • Amass a selection of screenshots for inclusion in the guide.
  • Consider ways to remove steps and shrink the process.
  • Edit and revise the how-to guide for extra clarity.
  • Test the guide on someone who is new to the process.

Creating how-to guides doesn't have to be complicated - with a few key ingredients, you can create a guide that covers everything your reader needs to know.

It all begins with using a process documentation platform like Folge.

Using Folge For Step-By-Step Guides

With a drag-and-drop editor, Folge enables you to create new steps on the fly and add screenshots with just a few clicks.

Folge also makes it easy to edit and revise your guide as needed. You can use the built-in rich WYSIWYG editor to communicate your ideas in an unlimited number of ways.

Best of all, Folge is free to use - so why not give it a try today? You can create, manage, and share process documentation in no time at all.

Are you ready to get started? Download Folge for free today.

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