We are focused on using Pendo as a training tool to help a user understand how to complete tasks within our application. Having used simulation tools in the past for this purpose, it was much easier as the simulations were essentially interactive movies :). They didn't do anything in the actual application. Since Pendo guides work in a 'live' application, we need to think differently.
Generically speaking a typical learning task would be to "Build a document" using these steps:
- Go to 'this directory'
- Create a folder in the directory
- Create a new document in the folder
- Add some Structure to your document
- Add some Media to your document
Initially, we thought of using different guides(1 for each step) and sequencing them together in a checklist. Since the outcome of each step is the creation of a 'real object' in our application, how would we help the user start the 'next step'. For example, how would the guide for step 3 know that the user created a new document and that the new document is the starting point for step 4.?
It is perfectly logical that I am overthinking this, but I also believe this training context can't be unique and the Pendo community has already solved this 10x over :).
We could create larger multi-step guides, but we also want to build guides at a size that bodes well for re-use.
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