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A simple help article template you can copy

Most help articles have the same shape: the question, the short answer, the steps, and what to do if it fails. Here's that shape as a template, plus a filled-in example.

The template

Title: [The question or task, in the customer's words]
       e.g. "How do I export my data?"

Short answer (1–2 sentences):
[What to do and where. Name the menu path.]

Before you start (optional):
[A plan, permission or thing they need first. Skip if none.]

Steps:
1. [One action. Use the exact button name.]
2. [Next action.]
3. [What they should see when it worked.]

If it doesn't work:
- [Most common reason and the fix.]
- [Second most common reason and the fix.]
- Still stuck? [Link to contact.]

Related:
- [The one article people usually need next.]

A filled-in example

Say you run a small invoicing app, and three people this month asked how to get their invoices out.

How do I export my invoices?

Open Invoices, select Export at the top right and pick CSV or PDF. The file downloads right away.

Before you start: the export includes invoices from the date range in the filter. Set it to “All time” to get everything.

  1. Open Invoices from the left menu.
  2. Set the date filter to the range you need.
  3. Select Export, then CSV (for spreadsheets) or PDF (for printing).
  4. The file appears in your downloads folder.

If it doesn't work:

Related: How to import invoices from another tool

Why this shape works

The short answer helps people who only need a reminder. The steps help people doing it for the first time. The “if it doesn't work” part catches people who already tried and failed. Those are often the ones who would otherwise write to you.

When to bend the template

Quick rule: Write the article right after you answer the question by email. The details are fresh, and your reply is already a first draft.

More on the writing itself: how to write help articles people actually read. In MVPKit, paste the template into a new article and fill it in. Each article gets its own page on your project's help center, grouped in categories, with search.

Have a few answers ready? Publish them with MVPKit.