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technical-documentation.md

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General guidance for writing technical documentation (procedures, especially).

  • Use "Navigate to X > Y > Z" to describe going through a menu system. Bold each level of navigation.
  • Use "Select X" to describe a menu dropdown. Bold the selection name.
  • Use "Click the X Button" to describe clicking buttons. Bold the button text.
  • Use "Click the X Radio Button" to describe selecting radio buttons. Bold the selected radio button text.
  • Use "In X Type Y" for supplying text to a text field. Bold the text field name, italicize the text to be provided.
  • Use "Check X" to describe adding a checkmark. Bold the checkmark text.
  • Avoid numbering images and steps, if possible. These are only needed if heavy back/forward references are needed.
  • Avoid overuse of images/screenshots. They should only be used to clarify situations/steps that are inherently more difficult and an image provides clarity for.