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Guidance
What is Guidance?
What is Guidance?

Guidance is the best way to follow a Tango! It was designed for onscreen learning to help you complete a process. Click the Guide Me button!

Andi Bailey avatar
Written by Andi Bailey
Updated over a week ago

If you have the Tango extension installed, and have been invited via email to the Workspace or specific workflow you are viewing, you will see a button that says "Guide Me" at the top of the Tango. Clicking it will open a pop up navigation window, so you can follow the Tango while completing your task!

Guidance works on any Tango captured via the Tango web extension on web-based platforms and tools including Salesforce, NetSuite, Hubspot, Workday, and many more!

You need to have a Tango account, have the Tango extension installed, and have explicit access to view the Tango (not shared via link) in order to use Guidance.

If you'd like to add Guidance access in the View only capacity for your team, contact our team about Sidekicks.

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1. From the workflow page, click the "Guide Me" button under your Tango

From the workflow page, click the "Guide Me" button under your Tango

2. Tango will open a new tab to the first link in your workflow, and a sidepanel will open in your browser window. Tango will highlight the elements to click directly on your screen and follow along your process!

Tango will open a new tab to the first link in your workflow, and a sidepanel will open in your browser window. Tango will highlight the elements to click directly on your screen and follow along your process!

โ„น๏ธ Please note, Guidance doesn't work if you upload screenshots, or if you have captured via Desktop. Creators can check out this page for info on how to optimize your Tangos for Guidance.


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