简体中文
EnglishHow Tango Turns a Workflow into a Step-by-Step Guide
Updated
Tango turns a workflow into a step-by-step guide by recording your normal clicks as you work: you start a capture, perform the task in your web tool, and Tango generates a guide with screenshots, highlights, and descriptions. You then edit if needed and share it as a link, PDF export, or embed. This suits anyone documenting software processes for onboarding, training, SOPs, or best-practice sharing, and it works across web tools such as Salesforce, Workday, and Epic.
What you need before starting
- A Tango account. The site offers a "Get started for free" entry point; pricing and plan limits are listed on its pricing page, so check that page for current terms.
- Access to the web application whose workflow you want to document, with permission to perform the task.
- A clear idea of the task itself. You do not need a written script or rehearsal — Tango is designed so you can capture the process while doing it.
Step-by-step: capture and publish a guide
1. Start recording
Begin the capture in Tango, then switch to your web tool and do the work as you normally would. Tango's own description of the flow is: "Start recording, do your work, then share it."
2. Perform the workflow
Click through each step of the process in the target application. As you go, Tango captures each step and turns it into a guide entry with a screenshot, highlights on the relevant element, and a description of the action. Because capture happens during the real task, you avoid the usual high-pressure screen recording and repeated retakes.
3. Review and edit the generated guide
After you finish, open the generated guide and clean it up: check that each step's screenshot and highlight point at the right element, and adjust descriptions so a colleague can follow them without you. This editing pass is where you turn "this is how I do it" into "this is how we do it."
4. Share it where people work
Publish the guide using one of the supported delivery options:
| Option | Use it when |
|---|---|
| Share a link | You want fast distribution to teammates or new hires |
| Export to PDF | You need a static document for handouts or records |
| Embed anywhere | You want the guide inside a wiki, intranet, or support page |
Verify the guide works
The practical test is whether someone else can complete the task using only the guide. Send the link to a colleague unfamiliar with the process and ask them to follow it end to end. If they stall, the likely fix is a missing step or a description that assumes context — edit that step and reshare. For software training, showing the tool once and then giving everyone the guide is the pattern Tango describes for getting new hires productive without you in the room.
Common sticking points
- Steps that happen outside the browser. Tango captures work in web tools; if part of your process happens elsewhere, plan how that step will be described in the guide.
- Skipped clicks. If you jump between screens without clicking the intermediate control, the guide may lack a step. Do the workflow at a normal, deliberate pace.
- Descriptions that are too terse. The auto-generated text is a starting point; rewrite it for the audience, especially for SOPs used in healthcare, banking, or other regulated settings.
- Assuming free means unlimited. The site promotes a free start, but plan details live on the pricing page — confirm limits there before rolling out to a large team.
Beyond static guides
Once a guide exists, Tango also supports in-workflow guidance (Guide Me, Pins, and in-app support) and turning guides into automations for repeat work. These are optional extensions; the core capture-to-share loop above is enough to produce a usable step-by-step guide.