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How-to guide

The recipe for task pages — numbered steps that take a competent reader from a goal to a verified outcome. Checklist and a scaffold command.

Updated View as Markdown

When to use it

Use a how-to when there is one goal, one outcome, and a reader competent enough to follow directions. It is not:

  • A tutorial. A tutorial teaches by building something; the author carries the reader and nothing may go wrong. A how-to serves someone mid-task who carries themselves. If the page must work for a reader who knows nothing, write a tutorial.
  • Reference. If the reader is looking up a value, an option, or a limit — not performing a sequence — it’s reference. A how-to links to reference; it never inlines the full option table.
  • A concept. The moment you’re explaining why the product works this way for more than a sentence, cut it and link to the concept page. Explanation in the middle of steps is where readers lose their place.

One goal per page. “Rotate a signing secret” and “Revoke a signing secret” are two pages, not one page with two halves. Watch for umbrella verbs that smuggle several goals past that test — “Manage secrets” and “Configure allowlists” each hide create, change, and remove.

Title & description

  • Title: imperative verb phrase stating the goal. “Rotate a signing secret.” “Add a second endpoint.” No gerunds (“Rotating secrets”), no bare nouns (“Secret rotation”), no “How to” prefix — the imperative verb phrase itself signals the type.
  • Description formula: “Verb the thing, with the benefit or key constraint.” — e.g. “Rotate a signing secret without dropping deliveries. Both secrets stay valid during the overlap window.”

Scaffold this page

Install the recipe — your coding agent reads the full skeleton and checklist and adapts them to your product:

npx @cloudflare/nimbus-docs add content-how-to

Component guidance

  • Numbered steps are the defining structure — as the Steps component or a plain ordered list; both must read identically in the .md version. If a page has no steps, question whether it’s a how-to.
  • Tabs / code groups carry variant axes (language, platform, CLI-vs-dashboard) inside one canonical page. Duplicating the page per variant is the failure mode. For alternative methods, don’t tab — pick the recommended one and link the rest.
  • Callouts: warnings before destructive steps (part of the happy path), and exceptions to it (“If you’re on the legacy plan, …”). A how-to drowning in exception callouts has the wrong happy path.
  • Doesn’t fit: Cards (this page routes nowhere until Next steps), long conceptual asides, full option tables (link to reference).

Ending

Fixed footer, in order: Verify → the irreversible closing step, if the task has one → Optional blocks → Next steps with 2–4 curated links. Never end on the last numbered step — a page that stops at step 6 leaves the reader unsure whether they’re done.

Thresholds

  • ≤ ~10 steps per phase. A long single-goal procedure gets ### phases; a page whose goals multiply gets split. The test is the title: if it needs “and,” it’s two pages.
  • Context intro ≤ 2 sentences. Longer means concept content is leaking in.
  • One goal. Umbrella verbs (“Manage X”) are the tell that it’s several.

Link out for depth: concepts for why, reference for values, adjacent how-tos for what’s next. Minimize links inside the steps — every mid-step link is an exit ramp. Re-verify the steps against the live product whenever the feature changes, and record it (a lastVerified frontmatter date or equivalent) so staleness is visible rather than discovered — a how-to whose steps drifted is worse than no page, because wrong steps actively mislead where a missing page merely disappoints.

Agent notes

  • Each step must be executable without the surrounding page: name the product area, the full command, the exact setting label — never “as configured above.”
  • Keep expected outputs in fenced blocks with full, realistic values — no …-truncated credentials; agents match on what you show.
  • Tabbed variants must flatten into labeled sections in the .md version; never let the only copy of a step live inside a component that generated Markdown drops.
  • The Verify section doubles as the agent’s acceptance check — write it as something runnable, with the failure branch spelled out.

Checklist

Advisory — for the author’s self-review or an agent’s final pass, never a build gate:

  • Title is an imperative verb phrase; one goal, no umbrella verbs
  • Prerequisites complete — a reader who meets them finishes without leaving the page
  • Every step: verb-first, one action, location before action
  • Happy path unbroken — variant axes in tabs/pickers, alternative methods picked-and-linked, options quarantined after Verify
  • Warnings precede destructive steps; Verify precedes expensive-to-undo steps
  • Verify exists — runnable with a failure branch, or one self-evident sentence
  • Irreversible closing steps (delete, cutover, end-overlap) come after Verify, in their own section
  • Ends with Next steps (2–4 links), not a final step
  • ≤ ~10 steps per phase; context ≤ 2 sentences
  • No positional references (“as mentioned above”); every section self-contained
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