Illustrated Walkthrough for Digital Dashboard with Microcopy Guidance

Product Walkthrough Document

Title: Illustrated Walkthrough for Digital Dashboard with Microcopy Guidance

Department: Product / UX / Documentation
Audience: End Users, New Customers, Support Staff
Document Owner: Technical Writer – Digital Products
Last Reviewed: [Date]

1. Purpose

To visually guide new users through the main features of the digital dashboard interface using annotated screenshots and concise, helpful microcopy.

2. Scope

Covers the landing page, navigation menu, primary dashboard widgets, and common interactions like report downloads and alerts configuration.

3. Walkthrough Steps

Step 1: Landing Page Overview

Screenshot Placeholder: [Dashboard_Home.png]

Microcopy:
- Welcome banner: “Good morning, Anna! Your reports are up to date.”
- Tooltip (🔍 icon): “Use the global search to find users, projects, or data sets.”

Step 2: Navigation Menu

Screenshot Placeholder: [Sidebar_Menu.png]

Sections:
- Home
- Reports
- Notifications
- Settings
Microcopy Tips:
- “Customise your experience in Settings.”
- “Notifications keep you informed of updates and compliance actions.”

Step 3: Viewing a Report

Screenshot Placeholder: [Report_View.png]

Microcopy Guidance:
- “Filter results by date or status here.”
- “Click export to download this report as CSV or PDF.”

Step 4: Configuring Alerts

Screenshot Placeholder: [Alert_Settings.png]

Instructions:
- Tap the bell icon to open Alerts.
- Select conditions (e.g. value thresholds, late updates).
- Enable email or SMS notifications.
Microcopy Tip:
- “Stay ahead of issues by setting up threshold alerts.”

4. Best Practices for Microcopy

Be specific and friendly: “Need help? Click the question mark at any time.”
Avoid jargon: Use everyday terms like “download,” “edit,” “share.”
Use verbs that match intent: “Start report,” “Manage users,” “Upload file.”

5. Accessibility Notes

All tooltips are keyboard-accessible.
Icons include alt text for screen readers.
High-contrast mode is available in the Settings.

End of Walkthrough