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Administrator Guide
Last Updated: 2026-05-15
Configure QuickTips in Guidance Workspace

Configure QuickTips in Guidance Workspace

  • Review Setup Considerations: QuickTips.
  • Security:
    Set Up: Guidance Workspace
    domain in the in the User Success Platform functional area.
Use this task to create and manage QuickTips that provide on-screen guidance for users on specific tasks and fields in Workday. You can configure QuickTips in Production and in non-Production tenants.
When you publish a QuickTip, Workday displays it to users who have access to the associated task. Draft QuickTips remain visible only to authors. If you publish a QuickTip for a field that could also have an AI QuickTip, the authored QuickTip takes precedence so users see only the author-reviewed content.
  1. Access the
    Guidance Workspace
    task.
  2. Open the project that contains the task where you want to add or edit QuickTips.
  3. Click
    Edit
    .
  4. Select the task, page, or field where you want to configure a QuickTip.
  5. Create or open the QuickTip you want to configure.
  6. Enter or update the QuickTip title and body text.
  7. Save your changes.
  8. Click
    Publish
    to make the QuickTip available to users.
Workday displays the published QuickTips on the associated tasks for users who have access to those tasks. Draft QuickTips and any AI-generated suggestions that you have not published are not visible to end users.