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ScreenSteps Documentation » Zendesk and ScreenSteps Live » Create documentation with the "Plan not to plan" methodology

Topics

  • 1. Overview 1
    • 1.1 How ScreenSteps Live will improve your Zendesk help desk
  • 2. Set up the integration 4
    • 2.1 Add the Zendesk custom template to your ScreenSteps Live site
    • 2.2 Add a link to your ScreenSteps Live site in the main Zendesk menu
    • 2.3 Add a ScreenSteps Live search box to your Zendesk Home page
    • 2.4 Make your ScreenSteps Live custom template match your Zendesk colors
  • 3. Add the ScreenSteps Live Widget to Zendesk 3
    • 3.1 Zendesk widgets overview
    • 3.2 Add the Zendesk ScreenSteps Live Search widget
    • 3.3 Add the Zendesk ScreenSteps Live Tasks widget
  • 4. Improving your customer support with ScreenSteps Live and Zendesk 2
    • 4.1 Create documentation with the "Plan not to plan" methodology
    • 4.2 Teach your agents to respond with documentation
  • 5. Reference 1
    • 5.1 Adding a widget to a Zendesk page

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Last Updated

Jan 26, 2012

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

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  • Prev: Add the Zendesk ScreenSteps Live Tasks widget
  • Next: Teach your agents to respond with documentation

Create documentation with the "Plan not to plan" methodology

What is Plan Not to Plan?

Plan not to Plan is a simple methodology for creating and delivering your software documentation. The Plan not to Plan methodology will:

  • Help you know what to document and when to do it
  • Make sure that you don't waste time creating unnecessary documentation
  • Give you a very simple way to see instant results from your documentation

The goal of the Plan not to Plan methodology is to help you decrease customer support requests with the least amount of effort.

Setting Things Up

Here is how to get started:

  1. Skip the planning meeting. Just write down the top 5 questions customers are asking you.
  2. Create a manual in ScreenSteps Live if you haven't already done so.
  3. For each question, create a lesson in your manual with the question as the title.
  4. Add lesson content to answer the question.
  5. Publish the manual.

In less that 30 minutes you should have a manual with five lessons in it. The best part is that you know they are five useful lessons because they are answering real user questions.

Moving Forward

Moving_forward_display

From now on, when a customer support question comes in, check to see if you have the answer in ScreenSteps Live. If you do, send them a link to that lesson. If you don't then follow these steps:

  • Create a new lesson in your manual with the title of the question.
  • Answer it.
  • Publish it and send the url to your customer.

By following this approach you will quickly increase the number of lessons you have on ScreenSteps Live with only a smaill investment of a few minutes a day. And the best part is that you won't waste any time in pointless planning sessions trying to decide "what" to document.

  • Prev: Add the Zendesk ScreenSteps Live Tasks widget
  • Next: Teach your agents to respond with documentation

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