What are you looking for?
- Basics
- Drafting technical content
- Writing technical content
- Editing technical content
- Formatting technical content
This section will lay out the guiding principles of technical content, discuss the main types of technical content, and outline the process of writing and editing technical articles.
At Synergy, technical content is mostly written by the technical content team. It appears in the knowledge base and help files, throughout the application, and in a few other locations.
Basics
Someone reading technical content is usually looking to answer a specific question. That question might be broad or narrowly-focused, but either way the goal is to provide answers without distraction.
For each project, consider your audience’s background, goal, and current mood. Ask these questions:
- Is the reader a prospective user, a new user, or an experienced user?
- What is the reader’s goal — to complete a task? To research a topic?
- Is the reader in the middle of a task and in a hurry? Could they be frustrated?
We don’t want to overload a reader with unnecessary information, choices, or complexity when we don’t have to. When relevant, prime the reader with a brief outline of an article’s focus in an introductory paragraph or section. Stick to the topic at hand. Keep sentences, paragraphs, and procedural steps concise.
Drafting technical content
If writing about a topic you’re not expert in, talk to someone who is before you begin writing. It helps to have more information than you need to decide where to focus your article.
Consider how many articles are needed and what article types will best describe a new feature or tasks to the user.
Outline your article, then write a draft. Stay in touch with your subject matter expert and revise as needed for accuracy, consistency, and length.
When you’re happy with a draft, pass it to another technical writer for peer review. Then show it to a senior writer or comms person for additional review and revisions. For new content or highly complex content, send last draft to your subject matter expert for final approval.
Writing technical content
When writing technical content, follow the style points outlined in the voice and tone and grammar and mechanics sections. Here are some more general pointers:
Stay relevant to the title
When a user clicks the title of an article, they expect to find the answer they want. Don’t stray too far from the title or topic at hand. Use links to make related content available. If you find you’re getting too far from the intended topic, then you may need to create a separate related article.
Keep headlines and paragraphs short and scannable
Focused users often scan an article for the part that will answer their question. Be sure headlines are short, descriptive, and parallel, to facilitate scanning.
Use second-person and describe actions to a user
Technical content talks to users when support agents can’t. E.g. use pronouns ‘you’, ‘your’ and ‘yours’.
Strive for simplicity, clarity and brevity
Be as clear as possible. Use simple words and phrases, avoid gerunds and hard-to-translate expressions or words, focus on the specific task, limit the number of sentences per paragraph. If you must include edge cases or related information that’s a tangent to the topic, set it aside in a ‘before you start’ list or notes field. (A note on ‘gerunds’: this word itself contradicts ‘simplicity’ as it’s quite a hard concept to wrap your mind around if you’re not a grammar enthusiast. Read about gerunds here.)
Provide context through screenshots, GIFs and embedded videos
Screenshots and GIFs may not be necessary for every article or process, but can be helpful to orient new users. Crop screenshots tightly around the action to focus attention.
Some users like to read the answer, some like to watch and listen. If using a video, don’t assume it’s enough on its own, it should be supported with written content.
Editing technical content
We edit technical content based on three goals:
Digestibility
- Cut or tighten redundancies, gerunds, adverbs, and passive constructions.
- Use the simplest word.
- Limit paragraphs to three sentences.
Consistency
- Use the labels and terminology used in the Synergy application.
- Use specific, active verbs for certain tasks.
- Choose basic words and phrases for consistency across translated content.
Helpfulness
- Stay conversational, using contractions when appropriate.
- Avoid qualifiers that muddy meaning.
- Express understanding when appropriate.
- Craft clear transitions from section to section to orient the reader.
Formatting technical content
Technical content uses organisation, capitalisation, and other formatting to help convey meaning. Although different articles are organised differently, some formatting tips are consistent throughout all technical content.
Capitalisation
Capitalise proper names of Synergy products, but not features, pages, tools, and team names. In step-by-step instructions, indicate navigation and button labels using inverted commas.
Headings
Group article content with H2s and H3s. Use H2s to organize content by higher-level topics or goals, and use H3s within each section to separate supporting information or tasks.
Ordered lists
Only use ordered lists for step-by-step instructions. Separate steps into logical chunks with no more than two related actions per step. When additional explanation or a screenshot is necessary, use a line break inside the list item.
Unordered lists
Use unordered lists to display examples. If an unordered list comprises more than 10 items, use a table instead.