Tango Like a Power User: 21 Ways To Make Better How-To Guides
Tango Like a Power User: 21 Ways To Make Better How-To Guides
April 11, 2023
Tango Content Marketing Lead
Hannah is a semi-recovered perfectionist and longtime subscriber to the squiggly model of success. She spent 11 years learning from the best at brands like HubSpot and Food52 and loves running, cooking, and helping people feel A++ at work. 🤗
What’s the second best thing to learning something new? Sharing it with someone else.
That’s why we’ve rounded up 21 ways to help you use Tango to the fullest—straight from the people who built it.
🙋 I'm new. What's Tango, in ~200 characters or less?
Tango is a Chrome extension and desktop app that creates how-to guides (with screenshots!) in seconds. It's for anyone who teaches people how to use software—and everyone who wants to learn while they work.
Whether you’re fresh from the Chrome Store, semi-familiar with Tango, or codependent in the best sense—this list is for you.
Has an existing process evolved? Don’t worry; you don’t need to start from scratch.
Go to your existing Tango.
Hover over the area between steps.
Click on the ➕ icon.
Insert or capture more steps.
Save your updated process.
Check this task off your list. 🎊
"I was wasting so much time re-recording videos every time one thing changed in my process. With Tango, I fix the individual step and I’m done in 30 seconds."
5. Record a Loom *while* you capture a Tango. 🤯
We have a Sales Operations Manager at Better Agency (👋, Nick!) to thank for this two-in-one training tip.
Use Loom and Tango together to get the best of both worlds:
Voiceover for anyone who likes to watch videos.
Step-by-step documentation for everyone who likes to find answers fast.
"This tip has been life changing for me. In all seriousness, I cannot overstate the magic and awesomeness it brought to our documentation process. THANK YOU!"
John Bendever, Jr.
Creative Director, Local Marketing Pros
6. Batch blur sensitive information in the blink of an eye. 💥
Doctoring screenshots to protect personally identifiable information (PII) throughout your documentation just got A LOT easier.
In case you haven’t already had the pleasure—meet Batch Blur. Aka the best way to update 100 screenshots in a single click.
Note: Since sensitive data can sneak into multiple steps within the same set of instructions, it's best to eliminate anything 🤔 in one swoop.
7. *Surface* sensitive information with Secure Blur. 🔒
Not to be confused with Batch Blur, Secure Blur makes it easy for Tango Enterprise customers to find PII—before quickly camouflaging it.
If privacy is Priority #1 from where you sit, Secure Blur makes it possible to meet even the most stringent security requirements—and helps you minimize accidental PII exposure. We’re all human!
8. Move the orange box to explain what to do next. 🟧
Without getting into too much detail:
The orange box = The Action Box.
The Action Box = The rectangle you use to indicate an action should be taken, as you run through a process.
Why we gave it a glow up:
To make it possible to move the Action Box after generating a how-to guide.
To quickly recalibrate the auto-crop and auto-zoom on your screenshots.
To show people using your Tangos the perfect place to click, every step of the way. 🕺
9. Use search to find existing Tangos 10x faster. 🔍
It doesn’t take long to make a lot of Tangos. 🙂
Before we had search functionality, finding an existing how-to guide was…not fun. Think needle and a haystack. But not anymore! Use the shiny new search bar to find the knowledge you need, when you need it—and help others do the same.
10. Title your Tangos with AI—and a little automagic. 🪄
It doesn’t matter what you’re naming—a boat, a baby, a puppy, or a how-to guide. Coming up with something flawless takes time.
To help speed up that last one, there’s Automagic Titles. ✨
GPT-3.5 will automatically give any Tango you create a 10/10 title, based on the context of the content you captured.
"Everything we build in the editor is focused on speed, simplicity, and delight.
As an engineering team, we strive to do two things. One, pack in powerful functionality. And two, keep Tango intuitive (and fun!) to use.
Ultimately, we want to create an experience that helps people get through documentation as fast as possible—but also feel empowered and engaged along the way."
Director of Engineering at Tango
11. Don’t underestimate the power of a great description. 🏆
The best how-to guides make it really easy for people to jump in.
Use the field at the top of your Tango to jot down:
The scope of the process at hand → What’s included and excluded.
The audience → Who your tutorial is for, plus any prerequisites for successful execution.
A TL;DR (too long; didn’t read) → The key points, packaged into a short summary.
The OG way to follow a Tango, by scrolling down through a series of steps.
Don’t want to click through each step? No problem—just click Steps in the top right to resume scrolling vertically.
Self-explanatory, but no less 💃🏽.
No insights left behind. 🏆
Like the idea of a single source of truth? Want to rebuild trust in your knowledge base? Interested in embedding a Tango into your website or knowledge base? We’ve got you covered.
14. Copy + paste to Tango with your favorite tools. 👯♀️
We built Tango to level up your processes—and to plug into systems that people already know and love.
"One of our core product philosophies at Tango is to meet our users where they are and let them work across all the knowledge bases, wikis, and LMS tools they're already using. This means making sure that all our share and export options are universally extensible to as many platforms as possible."
Product Designer at Tango
You can copy and paste a Tango into tools like Google Drive, PowerPoint, Confluence, ZenDesk, Sharepoint, Notion, and Trainual in a few simple steps.
💡 Did Confluence catch your eye?
See how LinearB scaled their SEO process and drove 300% more SEO-sourced revenue in 12 months.
There are over a million Tangos out in the world (which continues to make us feel all the feels!).
The average process captured with Tango is about 11 steps long. Keeping your how-tos short and sweet isn’t just a gift for the people following your Tangos—it’s also a great way to drive adoption of your documentation.
💡 Does your Tango need more context?
Use the description fields to link to other relevant Tangos (if applicable!).
18. Give the people the GIFs they want. 😁
The day we learned we could upload external GIFs into steps without an image was a really good day.
19. Express yourself with Workspace icons. 🛼
Work isn’t always fun, but that doesn’t mean your Workspaces can’t be.
If you belong to multiple Tango Workspaces, Workspace icons are a fun way to keep them organized—and show some personality, too. Choose from our library or upload your own.
20. Subscribe to Launch Notes for the latest and greatest. 📣
See what’s new to Tango each month, and never miss out on:
Features you’ve been hoping for. 🤞🏽
Incremental improvements with outsized benefits. 😍
Updates our engineering team just can’t keep under wraps. 🎁
21. Don’t sleep on Tango’s help center. 📌
We care A LOT about 1) documentation and 2) ease of use at Tango. Story checks out, right?
We want it to be as easy as possible for you to get up and running—whether you’re creating a Tango or helping someone follow one for the first time.
You can find dozens of tips, tricks, and FAQs in our help center. Here’s a quick look at what’s helping people in Operations, Human Resources, Marketing, Finance, Information Technology, Sales, and more.