How-To Documentation Skill#

This skill provides patterns for writing effective How-To guides in documentation. How-To guides are task-oriented content for users who have a specific goal in mind.

Dependency: Use this skill with docs-style for core writing principles. To confirm a how-to is the right type — rather than a tutorial, reference, or explanation — see docs-style/references/diataxis-compass.md.

Purpose & Audience#

Target readers:

• Users with a specific goal they want to accomplish
• Assumes some familiarity with the product (not complete beginners)
• Looking for practical, actionable steps
• Want to get things done, not learn concepts

How-To guides are NOT:

• Tutorials (which teach through exploration)
• Explanations (which provide understanding)
• Reference docs (which describe the system)

How-To Guide Template#

Use this structure for all how-to guides:

markdown

---
title: "How to [achieve specific goal]"
description: "Learn how to [goal] using [product/feature]"
---

# How to [Goal]

Brief intro (1-2 sentences): what you'll accomplish and why it's useful.

## Prerequisites

- [What user needs before starting]
- [Required access, tools, or setup]
- [Any prior knowledge assumed]

## Steps

### 1. [Action verb] the [thing]

[Clear instruction with expected outcome]

<Note>
[Optional tip or important context]
</Note>

### 2. [Next action]

[Continue with clear, single-action steps]

```bash
# Example command or code if needed

3. [Continue numbering]#

[Each step should be one discrete action]

Verify it worked#

[How to confirm success - what should user see/experience?]

Troubleshooting#

[Solution or workaround]

[Solution or workaround]

Next steps#

• [Related how-to guide 1]
• [Related how-to guide 2]
• [Deeper dive reference doc]

text

## Writing Principles

### Title Conventions

- **Always start with "How to"** - makes the goal immediately clear
- Use active verbs: "How to configure...", "How to deploy...", "How to migrate..."
- Be specific: "How to add SSO authentication" not "How to set up auth"

### Step Structure

1. **One action per step** - if you write "and", consider splitting
2. **Start with action verbs**: Click, Navigate, Enter, Select, Run, Create
3. **Show expected outcomes** after key steps:
   ```markdown
   ### 3. Save the configuration

   Click **Save**. You should see a success message: "Configuration updated."

Minimize Context#

• Don't explain why things work - just show how to do them
• Link to explanations for users who want deeper understanding
• Keep each step focused on the immediate action

Use Conditional Imperatives and Address the Real World#

Unlike a tutorial — which controls a single, guaranteed path — a how-to meets the user in the messy real world. Diataxis frames steps as conditional imperatives: " If you want X, do Y." This respects that the reader arrives with their own context and goal.

• Branch where reality branches. When the right action depends on the user's situation, say so ("If you deploy to staging, set ENV=staging; for production, use…") rather than pretending one path fits all.
• Prepare for the unexpected. Note the failure modes and detours a competent user will actually hit (the Troubleshooting section is where these live).
• Omit the unnecessary. A how-to aims at practical usability, not completeness. Leave out anything that doesn't move the reader toward the goal; link to Reference for exhaustive detail.

Name the Guide by What It Achieves#

Titles state exactly what the guide accomplishes, using the user's goal: "How to integrate Stripe payments," not "Payments" or "The Stripe module." If you cannot name the concrete outcome, the scope is not yet clear enough to write.

User Perspective#

Write from the user's perspective, not the product's:

Avoid (product-centric)Prefer (user-centric)"The API accepts...""Send a request to...""The system will...""You'll see...""This feature allows...""You can now..."

Prerequisites Section#

Be explicit about what's needed:

markdown

## Prerequisites

- An active account with admin permissions
- API key generated from Settings > API
- Node.js v18 or later installed
- Completed the [initial setup guide](/getting-started)

Components for How-To Guides#

Steps Component#

For numbered procedures, use a Steps component:

markdown

<Steps>
  <Step title="Create a new project">
    Navigate to the dashboard and click **New Project**.
  </Step>
  <Step title="Configure settings">
    Enter your project name and select a region.
  </Step>
  <Step title="Deploy">
    Click **Deploy** to launch your project.
  </Step>
</Steps>

Code Groups for Multiple Options#

When showing different approaches:

markdown

<CodeGroup>
```bash npm
npm install @company/sdk

bash

yarn add @company/sdk

bash

pnpm add @company/sdk

```

Callouts for Important Information#

markdown

<Warning>
This action cannot be undone. Make sure to backup your data first.
</Warning>

<Note>
This step may take 2-3 minutes to complete.
</Note>

<Tip>
You can also use keyboard shortcut Cmd+K for faster navigation.
</Tip>

Expandable Sections#

For optional details that shouldn't interrupt flow:

markdown

<Expandable title="Advanced options">
  If you need custom configuration, you can also set:
  - `timeout`: Request timeout in milliseconds
  - `retries`: Number of retry attempts
</Expandable>

Example How-To Guide#

markdown

---
title: "How to set up webhook notifications"
description: "Learn how to configure webhooks to receive real-time event notifications"
---

# How to Set Up Webhook Notifications

Configure webhooks to receive instant notifications when events occur in your account. This enables real-time integrations with your existing tools.

## Prerequisites

- Admin access to your account
- A publicly accessible HTTPS endpoint to receive webhooks
- Completed the [authentication setup](/getting-started/auth)

## Steps

<Steps>
  <Step title="Navigate to webhook settings">
    Go to **Settings** > **Integrations** > **Webhooks**.
  </Step>

  <Step title="Add a new webhook endpoint">
    Click **Add Endpoint** and enter your webhook URL:

    ```
    https://your-domain.com/webhooks/receiver
    ```

    <Note>
    Your endpoint must use HTTPS and be publicly accessible.
    </Note>
  </Step>

  <Step title="Select events to subscribe">
    Choose which events should trigger notifications:

    - `user.created` - New user sign up
    - `payment.completed` - Successful payment
    - `subscription.cancelled` - Subscription ended

    Select at least one event to continue.
  </Step>

  <Step title="Save and get your signing secret">
    Click **Create Webhook**. Copy the signing secret shown - you'll need this to verify webhook authenticity.

    <Warning>
    Store the signing secret securely. It won't be shown again.
    </Warning>
  </Step>
</Steps>

## Verify it worked

Send a test event by clicking **Send Test** next to your webhook. You should receive a POST request at your endpoint with this structure:

```json
{
  "event": "test.webhook",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {}
}

Check your endpoint logs to confirm receipt.

Troubleshooting#

- Verify your endpoint is publicly accessible - Check that your SSL certificate is valid - Ensure your server responds with 2xx status within 30 seconds

- Confirm you're using the correct signing secret - Check that you're reading the raw request body (not parsed JSON) - See our [signature verification guide](/reference/webhook-signatures)

Next steps#

• How to verify webhook signatures
• Webhook event reference
• How to handle webhook retries

text

## Hard gates (before publishing)

Complete in order. Do not treat the doc as ready until each gate passes.

1. **Goal lock** — Title starts with `How to` and names a specific outcome (verb + object). **Pass:** a reader can state what they will have done after following the guide, in one sentence, without reading the steps.

2. **Prerequisites closed** — Everything required before step 1 is listed (access, tools, versions, prior guides). **Pass:** you cannot name a blocker that belongs in Prerequisites but is missing from the list.

3. **Steps are atomic** — Each numbered step is one primary action; split if you would join with “and then” for unrelated actions. **Pass:** each step has a clear next action; risky steps (save, deploy, delete) state what the user should see after.

4. **Success is observable** — The “Verify it worked” section names concrete signals (UI text, exit code, HTTP status, file path, log line). **Pass:** the reader can confirm success without interpreting vague “it works.”

5. **Checklist complete** — Run the checklist below; every item is honestly yes or the guide is not ready to ship. **Pass:** all boxes checked.

## Checklist for How-To Guides

Before publishing, verify:

- [ ] Title starts with "How to" and describes a specific goal
- [ ] Prerequisites section lists all requirements
- [ ] Each step is a single, clear action
- [ ] Action verbs start each step (Click, Enter, Select, Run)
- [ ] Expected outcomes shown after key steps
- [ ] Verification section explains how to confirm success
- [ ] Troubleshooting covers common issues
- [ ] Next steps link to related content
- [ ] No unnecessary explanations - links to concepts instead
- [ ] Written from user perspective, not product perspective

## When to Use How-To vs Other Doc Types

| User's mindset | Doc type | Example |
|---------------|----------|---------|
| "I want to learn" | Tutorial | "Getting started with our API" |
| "I want to do X" | How-To | "How to configure SSO" |
| "I want to understand" | Explanation | "How our caching works" |
| "I need to look up Y" | Reference | "API endpoint reference" |

For the full compass procedure and the other type distinctions, see [docs-style/references/diataxis-compass.md](../docs-style/references/diataxis-compass.md).

## Related Skills

- **[docs-style](../docs-style/SKILL.md)**: Core writing conventions and components
- **[Diataxis compass](../docs-style/references/diataxis-compass.md)**: Type selection, the 2×2 map, and the quality model
- **[tutorial-docs](../tutorial-docs/SKILL.md)**: Tutorial patterns for learning-oriented content
- **[reference-docs](../reference-docs/SKILL.md)**: Reference documentation patterns
- **[explanation-docs](../explanation-docs/SKILL.md)**: Conceptual documentation patterns