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Administrator Guide
Last Updated: 2025-10-31
Steps: Configure QuickTips using Guidance Workspace

Steps: Configure QuickTips using Guidance Workspace

Security:
  • Enable the User Success Platform functional area. See Steps: Enable Functional Areas and Security Policies.
  • Security:
    • The security domains for each Workday task you’re configuring .
    • Security Activation
       domain in the System functional area.
    • Set Up: Guidance Workspace
       domain in the User Success Platform functional area.
You can configure QuickTips directly in a Production or in a Sandbox tenant. If you use a sandbox, we recommend that you migrate the QuickTips to production with Object Transporter after publishing.
You can configure your QuickTips in Guidance Workspace, including:
  • Writing your own support text in QuickTips and publishing it on the Workday user interface.
  • Converting content from Guided Tours to Guidance Workspace QuickTips.
  • Monitoring QuickTips usage across your tenant.
You can download the latest Guidance Workspace Supported Tasks file from the Workday Community. See: From Confusion to Clarity: Embrace the Guidance Workspace and Help Text.
You can enable users to create or edit QuickTips by either:
  • Assigning the user to the necessary security groups.
  • Granting proxy access to let the user create guidance for tasks that they can't normally access.
  1. Access the
    Guidance Workspace
     report.
    The Guidance section provides an overview of your tenant's Workday tasks, their guidance status (draft, published, or archived), intended audience, and who last modified the task and when.
  2. Select
    Discover Tasks
     to search for tasks on which to add or edit QuickTips.
  3. Create a new project.
    You can use projects to group guidance content. You can only work on 1 project at a time.
    Example
    : Create a project to bundle all of the guidance for the Change Job business process.
  4. Select
    Create a QuickTip
     within the project to begin creating guidance for the selected task. You can create QuickTips for any editable field, add or edit rich text content, add links, and attach documents or other media.
  5. You can select
    Preview
     at any time to review your work.
    After first creating your QuickTips in English, you can select other languages.
  6. When you're ready to deploy QuickTips, select
    Save and Publish
    .
  7. Complete the project.
    After you're done adding guidance for the project, use the related actions menu to exit.
  8. (Optional) Delete a Project and All Its QuickTips.
  • After publishing, your QuickTips are live in Workday for any user who has access to the configured tasks.
  • After deleting, Workday permanently removes the project and all its associated QuickTips from the Guidance Workspace.