Configure QuickTips in Guidance Workspace
- Review Setup Considerations: QuickTips.
- Security:Set Up: Guidance Workspacedomain 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.
- Access theGuidance Workspacetask.
- Open the project that contains the task where you want to add or edit QuickTips.
- ClickEdit.
- Select the task, page, or field where you want to configure a QuickTip.
- Create or open the QuickTip you want to configure.
- Enter or update the QuickTip title and body text.
- Save your changes.
- ClickPublishto 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.