Create a draft
- Open Help Center → Articles → New article.
- Enter a clear, task-focused Title.
- Write the Content in Write mode, or choose Markdown to edit its Markdown source.
- Add a Short description for article lists and search results. If it is empty, Protodesk derives one from the article.
- Confirm the Language and choose a Collection without child collections.
- Leave Status set to Draft and select Create article.
Check article settings
Use Featured if the article should be highlighted on the Help home screen. Add focused Tags if useful for managing content. Review the URL slug before the first publication. Keep it stable afterward when possible: changing a title does not require changing a shared article URL.Review and publish
- Select Preview and read the answer as a customer.
- Check headings, lists, links, images, tables, and code formatting.
- Confirm the instructions, role requirements, and limitations against the current product.
- Change Status to Published and select Save changes.
- If the whole site is still offline, go to Help Center → Home → Publish Help Center.
- Open the public article and verify its language, content, and links.
Update an existing article
Open it from Articles. Choose the save action deliberately:- Save for review submits title, short-description, and body changes as a proposal. The current article stays unchanged until a reviewer acts. Keep the slug, status, language, collection, tags, and Featured setting unchanged for this path.
- Save changes updates the article directly. If its status is Published, this changes the live answer.
