Create and publish a Help Center article

Create a clear customer-facing article, organize it in a collection, preview it, and publish it when ready.

Updated

Help Center articles turn repeated support answers into content customers can find on their own. New articles begin as drafts, so you can review them before they appear publicly.

Every article should move through a simple draft and review cycle.

flowchart LR
  Draft[Draft] --> Preview[Preview]
  Preview --> Review{Ready to publish?}
  Review -- No --> Draft
  Review -- Yes --> Published[Published]

Create an article

  1. Open Help Center.
  2. Select Articles.
  3. Select New article.
  4. Enter a clear, task-focused title.
  5. Write the article in Write mode, or select Markdown if you prefer Markdown syntax.
  6. Add a short description for search results and article lists.

Choose the article settings

  • Keep Status set to Draft while you are writing.
  • Choose the most relevant Collection.
  • Confirm the article Language.
  • Turn on Featured only when the article should appear prominently on the Help Center home page.
  • Review the generated URL slug before publishing.
  • Add a few focused Tags to make the article easier to manage.

Review and publish

  1. Select Preview and read the article as a customer.
  2. Confirm that headings, links, lists, images, and code blocks render correctly.
  3. Check that every instruction matches the current Protodesk interface.
  4. Change Status to Published.
  5. Select Save changes.

The article becomes available on the public Help Center after it is published. If it is not ready, leave it as a draft and return later.

Writing tips

  • Answer the main question in the opening paragraph.
  • Use short sections and descriptive headings.
  • Put ordered tasks in numbered lists.
  • Use screenshots only when they make a step easier to understand.
  • Link to related articles instead of repeating the same explanation.

Related articles