Quick Start

Welcome to the Quick Start Guide for creating your first guide in Guided Pathways!

This step-by-step guide will walk you through the essential features, from setting up your guide, to adding content, and sharing it with your audience. Whether you’re new to the platform or just need a refresher, this guide will help you quickly get up and running, enabling you to create, edit, and share valuable resources with ease.

Let’s get started!

Step 1 - Create your guide

First, let's head to Guided Pathways. Guided Pathways is found under the Apps drop-down in the Confluence header. 

When you open Guided Pathways, you'll see a list of all published guides in your instance. To create a new guide we need to head to the Manage guides page. 

The Manage Guides page shows all published, draft, and hidden guides in your instance; from here, you have the option to Create a guide.

Next, you need to fill out the Guide information. This information is shown to users in the Published Guides table so it's important to chose a relevant Title and Category. For the Description add a brief explanation of the purpose of your guide. Click Create. 

You've just created your first guide! Now let's add some steps and content...

Step 2 - Add content

Now that you have a blank guide created, it's time to add steps and link them to your existing Confluence pages. A step is a Confluence page or blog that is displayed to the user. Each step shows one page, with user interaction deciding which page is shown next.

The first step in your guide is a welcome page. This step should be used to introduce your guide, letting users know the purpose and outcomes.

  1. Enter a Step title and link a Confluence page to the step using the Link to Confluence Page button.
    At this point, you wont have the option to add button text for any next steps - this is because we haven't added any additional steps yet.
  2. To add your next step, click the + icon on your first step in the page tree. This adds a new step below the selected step. Each child page adds a 'branch' to your decision tree. 
  3. Now we have added a child step to the welcome page, we can head back to the welcome page to add button text. 

Repeat these three steps to build up your guide!

Step 3 - Publish

Once you have added your steps and have linked Confluence content to each, it's time to publish!

Publishing a guide couldn't be easier, simply click Publish in the guide editing screen, or from the Action column ellipses menu. 

Your guide is now available to everyone in your instance!

Step 4 - Share

So we've published our guide, now we want people to use it! Here are a few tips on how to share your guide.

Share via email - On the Published guides table, click the Share icon and search for users to share your guide with. Click Share to send them an email notification.

Share in a Confluence page - You can copy a link to your guide by clicking the Share icon and then selecting Copy link. You can then share this link with anyone who has access to your Confluence instance. Fo example, if you've created an onboarding guide, use the link to add a button macro linking to the guide on your HR homepage. 

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