GTD workflow

concept brazil Updated Nov 6, 2026 1 min read guided-tour-designer-workflow.md
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Learn about the primary steps to create a guided tour.

With the Guided Tour Designer, you can effortlessly create guided tours. The primary steps are as follows:

  • Define scope

    Begin by accessing the Guided Tour Designer. Specify the tour's name, type (for example, Workspace, Service Portal), starting page, and the relevant user roles.

  • Add steps

    Use the drag-and-drop interface to incorporate callouts, instructions, and triggers for specific page elements.

  • Test and refine

    Test the tour during development to identify and implement necessary changes for an effective user experience.

  • Publish the tour

    After the tour is finalized, publish it.

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