Goal: Help users reset preferences when they want a clean slate.

Introduction: Clarify what resets and what stays the same before proceeding.

Step 1: Open Preferences in [YOUR PRODUCT].

Step 2: Choose Reset to Default and read the confirmation message carefully.

Step 3: Confirm and reload the app or page.

What resets: Notifications, theme, and layout revert to system defaults.

Next steps: Personalize preferences again as needed after reset.

Goal: Help users safely remove an item they no longer need.

Introduction: Warn about the impact of deleting [ITEM] and whether it’s reversible.

Step 1: Open the [ITEM] list and locate the item.

Step 2: Select the item, choose Delete, and read the confirmation details.

Step 3: Confirm deletion and verify it no longer appears in searches.

Recovery options: Check trash or archives or contact an admin for restore if available.

Next steps: Update any links or references that pointed to the deleted item.

Goal: Help users receive the right notifications at the right time.

Introduction: Explain event types and delivery channels so users avoid noise.

Step 1: Open Notification Settings in [YOUR PRODUCT].

Step 2: Toggle the events you care about and select channels such as email, in‑app, or mobile.

Step 3: Save preferences and trigger a test alert if available.

Tip: Set quiet hours so alerts don’t interrupt focus time.

Next steps: Revisit preferences after a week and fine‑tune based on usefulness.

Goal: Help users schedule [TASK] to run automatically.

Introduction: Describe common schedules and how they help reduce manual work.

Step 1: Open the [TASK] section in [YOUR PRODUCT].

Step 2: Choose Schedule and pick a recurrence such as once, daily, or weekly.

Step 3: Set the start date and time and confirm.

Note: Schedules run in [TIMEZONE] and can be paused or edited anytime.

Next steps: Review upcoming scheduled tasks to ensure timing aligns with your workflow.

Goal: Help users export [DATA TYPE] safely and correctly.

Introduction: Explain when to export and which format works best for the audience.

Step 1: Open Data Export in [YOUR PRODUCT].

Step 2: Choose [DATA TYPE] and select a format such as CSV, PDF, or JSON.

Step 3: Start the export and download the file from the link or email.

Verification: Open the file to ensure the contents and encoding are correct.

Next steps: Use the exported data in [OTHER TOOL] or archive it as needed.

Goal: Help admins add and configure a new user.

Introduction: Clarify the differences between roles so the new user has the right access.

Step 1: Open User Management and choose Add User.

Step 2: Enter [USER INFO] such as name and email and set a temporary password if required.

Step 3: Assign the correct role and permissions based on responsibilities.

Step 4: Send the invite and confirm the user can sign in.

Invite message idea: Welcome the user and include links to starter docs.

Next steps: Review team permissions regularly to keep access tidy.

Goal: Guide users through upgrading to [PLAN/LEVEL] and understanding benefits.

Introduction: Explain what improves after upgrading and who benefits most.

Step 1: Open the Billing or Account page in [YOUR PRODUCT].

Step 2: Select [PLAN/LEVEL] and review the features and price changes.

Step 3: Confirm the upgrade and complete payment details.

After upgrading: Verify new features are available, invite extra users if allowed, and notify your team of changes.

Next steps: Review resources that cover features exclusive to [PLAN/LEVEL].

Goal: Help users find information efficiently using search and filters.

Introduction: Describe when to use [SEARCH/FILTER] and how it narrows results.

Step 1: Open the search bar in [YOUR PRODUCT].

Step 2: Enter a clear [KEYWORD] and submit your query.

Step 3: Apply a [FILTER] such as date, owner, or status to refine results.

Operator tips: Use exact phrases with quotes, combine terms with AND/OR, and exclude terms with a minus sign.

Next steps: Save frequent searches or share a filtered link with your team.

Goal: Help users create a report summarizing [DATA TYPE].

Introduction: Explain why reports in [YOUR PRODUCT] are useful for decisions.

Step 1: Open Reports in [YOUR PRODUCT].

Step 2: Choose the desired [DATA TYPE], date range, and any filters.

Step 3: Generate the report and scan the key results for trends and anomalies.

Tip: Export the report if you need to share it with stakeholders.

Next steps: Schedule a recurring report or save your parameters for next time.

Goal: Help users update [SETTING_NAME] safely and understand its impact.

Introduction: Explain why [SETTING_NAME] matters to [USER TYPE] and how it affects their experience.

Step 1: Open [YOUR PRODUCT] and go to the [SETTINGS] area.

Step 2: Find [SETTING_NAME] and review the current value and description.

Step 3: Change the value and preview its effect, if possible.

Step 4: Save the change and reload any affected pages to confirm.

Verification: Confirm the new value appears correctly and that a quick task behaves as expected.

Next steps: Review related settings and share the change with your team if it affects others.