Creating Your First Account

Symptoms

User cannot create a new account or gets stuck on registration screen.

Purpose

Guide new users through the account creation process from start to finish.

Cause

Missing required fields, invalid email format, or password requirements not met.

Understanding the Dashboard Layout

Symptoms

Users feel overwhelmed by the dashboard or cannot find key features.

Purpose

Explain the main dashboard components and navigation structure.

Cause

Lack of familiarity with UI layout and feature organization.

Setting Up Your Profile

Symptoms

Profile picture not uploading or personal information not saving.

Purpose

Help users complete their profile setup including photo, bio, and contact inform...

Cause

Image file too large, unsupported file format, or network timeout.

Configuring Notification Preferences

Symptoms

Receiving too many or too few notifications.

Purpose

Guide users through customizing email, push, and in-app notification settings.

Cause

Default settings not aligned with user preferences.

Inviting Team Members

Symptoms

Team invitations not being received or invitation links expired.

Purpose

Explain how to invite colleagues and manage pending invitations.

Cause

Email went to spam, invitation expired after 7 days, or incorrect email address.

Using Advanced Search Filters

Symptoms

Search results too broad or not finding expected items.

Purpose

Teach users how to use advanced search filters for precise results.

Cause

Not utilizing filter options or incorrect search syntax.

Creating Custom Reports

Symptoms

Cannot generate reports with desired metrics or format.

Purpose

Guide users through the custom report builder interface.

Cause

Unfamiliarity with report builder or data source limitations.

Customizing Workspace Views

Symptoms

Unable to save custom view layouts or views resetting.

Purpose

Explain how to create and save personalized workspace layouts.

Cause

Browser cache issues or not clicking save after changes.

Exporting Data to Excel

Symptoms

Export button not working or exported file is corrupted.

Purpose

Show users how to export data in various formats including Excel, CSV, and PDF.

Cause

Large dataset timing out or browser blocking downloads.

Bulk Editing Records

Symptoms

Bulk edit option not available or changes not saving.

Purpose

Demonstrate how to edit multiple records simultaneously.

Cause

Insufficient permissions or selecting incompatible record types.

Login Issues and Password Reset

Symptoms

Cannot login, password not accepted, or reset email not received.

Purpose

Help users resolve common authentication problems.

Cause

Forgotten password, account locked after failed attempts, or caps lock enabled.

Slow Performance and Loading Issues

Symptoms

Pages loading slowly, timeouts, or browser freezing.

Purpose

Diagnose and resolve platform performance issues.

Cause

Poor internet connection, browser cache, too many open tabs, or outdated browser...

File Upload Failures

Symptoms

Files not uploading, upload stalling at certain percentage, or error messages.

Purpose

Troubleshoot file upload problems across the platform.

Cause

File too large, unsupported format, network interruption, or storage quota excee...

Missing or Deleted Data Recovery

Symptoms

Data disappeared, accidentally deleted records, or cannot find previous work.

Purpose

Explain data recovery options and prevention measures.

Cause

Accidental deletion, auto-archive rules, or filter hiding data.

Mobile App Sync Problems

Symptoms

Mobile app not syncing with web version or showing outdated data.

Purpose

Resolve synchronization issues between mobile and web platforms.

Cause

Offline mode enabled, app needs update, or sync settings disabled.

How to Create and Manage Tasks

Symptoms

Cannot create tasks, tasks not appearing in list, or assignee not notified.

Purpose

Step-by-step guide for task creation and management.

Cause

Missing required fields, wrong project selected, or notifications disabled.

Setting Up Automated Workflows

Symptoms

Automation rules not triggering or creating unexpected results.

Purpose

Guide users through creating automation rules and triggers.

Cause

Incorrect trigger conditions, conflicting rules, or permissions issues.

Integrating with Third-Party Tools

Symptoms

Integration connection failing or data not syncing between systems.

Purpose

Explain how to connect and configure third-party integrations.

Cause

Invalid API key, expired OAuth token, or firewall blocking connection.

Creating Dashboard Widgets

Symptoms

Widget not displaying data or showing error message.

Purpose

Show how to create and customize dashboard widgets.

Cause

No data matches widget criteria, permissions insufficient, or widget misconfigur...

Managing User Permissions and Roles

Symptoms

User cannot access certain features or see specific data.

Purpose

Explain permission structure and how to assign appropriate roles.

Cause

Role lacks necessary permissions or user not added to correct group.

What does "sync error" mean?

How do I recover a deleted item?

Can I use this on mobile devices?

What browsers are supported?

How often is data backed up?

Data Security Best Practices

Symptoms

Need guidance on protecting sensitive data.

Purpose

Educate users on security best practices.

Cause

N/A - preventive guidance.

Optimizing Search Performance

Symptoms

Search results taking too long or not relevant.

Purpose

Teach effective search techniques and optimization.

Cause

Poor search queries or not using filters.

Effective Collaboration Strategies

Symptoms

Team not using collaboration features effectively.

Purpose

Share best practices for team collaboration.

Cause

Lack of training or awareness.

Keyboard Shortcuts Guide

Symptoms

Users want to work more efficiently.

Purpose

Comprehensive list of productivity keyboard shortcuts.

Cause

N/A - productivity enhancement.

Reducing Email Notifications

Symptoms

Inbox overwhelmed with platform notifications.

Purpose

Help users configure optimal notification settings.

Cause

Default settings too aggressive for user's needs.

Updating Profile and Contact Information

Symptoms

Profile information outdated or incorrect.

Purpose

Guide users through updating their account details.

Cause

N/A - standard maintenance task.

Changing Password and Security Settings

Symptoms

Need to update password or security preferences.

Purpose

Explain password change process and security options.

Cause

Routine security update or compromised password.

Managing Connected Applications

Symptoms

Too many connected apps or need to revoke access.

Purpose

Show how to view and manage third-party app connections.

Cause

N/A - account hygiene.

Configuring Email Preferences

Symptoms

Receiving wrong types of emails or wrong frequency.

Purpose

Help users customize email communication preferences.

Cause

Default settings not matching user preferences.

Closing or Deactivating Your Account

Symptoms

User leaving organization or no longer needs access.

Purpose

Explain account deactivation and data retention policies.

Cause

Employment ended or role changed.

Understanding Your Invoice

Symptoms

Charges on invoice unclear or unexpected.

Purpose

Explain invoice line items and billing structure.

Cause

N/A - informational.

Updating Payment Information

Symptoms

Payment failing or credit card expired.

Purpose

Guide through updating payment method.

Cause

Expired card, billing address change, or bank declined payment.

Upgrading or Downgrading Your Plan

Symptoms

Current plan doesn't meet needs or too expensive.

Purpose

Explain plan change process and billing implications.

Cause

Business needs changed.

Managing User Licenses

Symptoms

Running out of licenses or paying for inactive users.

Purpose

Show how to add/remove licenses and view usage.

Cause

Team size changed.

Accessing Billing History and Receipts

Symptoms

Need past invoices for accounting or taxes.

Purpose

Explain how to access billing records.

Cause

N/A - standard business need.

Enabling Two-Factor Authentication

Symptoms

Need to increase account security.

Purpose

Walk through MFA/2FA setup process.

Cause

N/A - security best practice.

Understanding Data Encryption

Symptoms

Questions about how data is protected.

Purpose

Explain encryption methods and security measures.

Cause

N/A - informational/compliance.

GDPR and Privacy Compliance

Symptoms

Need to verify GDPR compliance.

Purpose

Document privacy compliance and data handling.

Cause

N/A - regulatory requirement.

Managing Access Permissions

Symptoms

Need to control who can access sensitive data.

Purpose

Explain permission levels and access controls.

Cause

N/A - security configuration.

Security Incident Reporting

Symptoms

Suspicious activity or potential security breach.

Purpose

Explain how to report security concerns.

Cause

Potential compromise or unusual activity.

Working with API Webhooks

Symptoms

Webhooks not firing, receiving duplicate events, or payload data incomplete.

Purpose

Guide developers through setting up and troubleshooting webhook integrations.

Cause

Incorrect endpoint URL, SSL certificate issues, or retry logic not implemented.

Bulk Data Import Guide

Symptoms

Import fails partway through, data validation errors, or duplicate records creat...

Purpose

Help users import large datasets into the system efficiently.

Cause

File format issues, exceeding row limits, or unique constraint violations.

Custom Report Builder Tips

Symptoms

Reports running slowly, unable to add certain fields, or export failing.

Purpose

Provide tips and best practices for building efficient custom reports.

Cause

Too many fields selected, complex filters, or large date ranges.