Creating engaging Steps keeps your team interested and helps information stick. Waybook's editor makes it easy to format content, embed media, and highlight important information without wrestling with complicated tools.
Getting Started
Toggle Edit Mode on in the top-right corner of your dashboard to start editing your Documents.
Once in edit mode, you can create and format content within your Steps using the editor toolbar and formatting options.
Adding and Formatting Content
Text Formatting
Select any text to open the formatting menu, where you can:
Make text bold, italic, underlined, or strikethrough
Add links to other Documents or external pages
Change text color using Waybook's palette or your brand colors
Adjust text alignment (left, center, right, justify)
Headings and Structure
Click the + icon to add content blocks, then click the six dots to access options including:
Headings (H1, H2, H3, H4) to organize content
Bullet points or numbered lists to outline processes clearly
Tables to present information visually
Dividers to separate sections within Steps
Rich Content
Use the toolbar at the top of your Step to add:
Images and diagrams to illustrate concepts visually
Videos from YouTube, Vimeo, Loom, and more (learn about video embedding)
PDF embeds to include reference documents
File attachments for downloadable resources
Emojis to add personality and visual interest
Code snippets for technical documentation
Quotes to highlight testimonials or important statements
Highlighting Important Information
Callouts
Insert callouts to draw attention to key points, tips, or best practices. These highlighted sections help important information stand out, ensuring your team notices critical details or helpful guidance.
Callouts are perfect for:
Pro tips and best practices
Important warnings or cautions
Key takeaways
Additional context or explanations
Managing Content Within Steps
Reordering Content
Press and hold the menu icon (six dots) next to any content block, then drag and drop it to its new location within the Step. This makes it easy to reorganize content as you refine your Documents.
Content Block Actions
Click the six dots next to any content block to:
Delete content you no longer need
Duplicate sections to reuse formatting or structure
Change alignment for text and images
Modify settings specific to that content type
Creating Engaging Steps
Use variety - Mix text, images, videos, and formatting to maintain interest and accommodate different learning styles.
Keep it digestible - Break long blocks of text into shorter paragraphs, lists, or separate content blocks.
Highlight what matters - Use callouts, bold text, and headings to draw attention to important information.
Add visual context - Include images or videos when explaining processes that benefit from visual demonstration.
Structure logically - Use headings and dividers to create clear sections within longer Steps.
The goal is creating content that's easy to scan, understand, and act on - helping your team get the information they need quickly and efficiently.
Need help with the editor or have questions about specific formatting options? Our support team is here to help you create engaging, effective content!