When you’re in Get Sh*t Done (GSD) Mode, you need answers fast and in the flow of work. You can’t afford to switch tabs, search different knowledge bases, read wordy documentation, watch long videos, or wait for a co-worker to live screen share with you. That's where Tango's Guidance feature comes in. Guidance is an entirely new way to experience a Tango Workflow as a viewer. It will change the the way you learn new processes and make it incredibly easy to get answers in the flow of work.
What do I need to access Guidance on a Tango Workflow?
In order to access Guidance, you need the following:
A Tango account
The Tango extension installed (version is 6.0 or later on Chrome)
The Workflow must either be in the same Workspace where you are a member OR you will need to have been invited by email to the Workflow as a Guest.
Guidance works best on Tangos created after 5/16/2023.
If your Tango was created before 5/16, you will be able to open the Guidance Panel, but you will see a static workflow, and no elements will be highlighted on the screen.
For more information on Guidance access and compatibility, see this article.
Once you've confirmed that you have access and the Workflow is compatible, there are several ways to open Guidance:
Go to the Tango workflow you want to follow
1. Click on Guide Me
2. Click on the highlighted box on your screen, and Tango will automatically progress to the next step!
Tango Guidance also serves you relevant workflows to the website where you're working, directly from the extension.
1. If you have access to Tangos for that website, a red number will show next to the extension. Click on the extension.
In this instance, there are 19 Tangos available for Intercom