How to test the product using the guides

Turn any lesson into a test run: prepare the preconditions, follow the steps exactly, tick expected results, probe the known pitfalls and report findings in a consistent format.

Intermediate 8 minTesters & video team, Platform administrator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /help/[slug] · Guide last checked 2026-10-03

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Preconditions

A staging workspace and a guide checklist open.

Steps

1. Pick the lesson and open the checklistDo: Open the guide to test and click "Test checklist". Read "Screens covered" and the last-checked date.Expect: Preconditions, numbered steps with Do/Expect, known pitfalls and a Result block.Actual:
2. Prepare preconditionsDo: Set up the test workspace so every precondition is true (plan, data, verified email). Tick each.Expect: All preconditions ticked before step 1.Actual:
3. Execute step by stepDo: Perform each Do exactly as written, with the exact labels. Compare the screen with Expect. Tick only on an exact match. Note anything else with the step number, what you saw, browser and device.Expect: A list of ticks and a list of findings.Actual:
4. Probe pitfallsDo: Work through "Known pitfalls to probe": trigger each problem deliberately and check the app handles it as described.Expect: Each pitfall ticked or logged as a finding.Actual:
5. ReportDo: Fill the Result block (tester, date, build, browser, notes). Report findings as: guide slug, step number, expected, actual, screenshot, environment. Use "Copy checklist as Markdown" to paste into your tracker.Expect: A report a developer can reproduce from.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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