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Quickstart guide
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A quick-start guide or quickstart guide (QSG), also known as a quick reference guide (QRG), is in essence a shortened version of a manual, meant to make a buyer familiar with their product as soon as possible. This implies the use of a concise step-based approach that allows the buyer to use a product without any delay, if necessary including the relevant steps needed for installation. A quick start guide, or QSG for short, focuses on the most common instructions, often accompanying such instructions with easy-to-understand illustrations.[1][2] The appearance of a QSG can vary significantly from product to product and from manufacturer to manufacturer. For example, it could be a single A4 sheet, a folded card or a booklet consisting of only a few pages.[1][2]
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Background
[edit]Quick start guides are becoming more popular by the day, mainly because of the growing complexity of consumer products such as television sets, cell phones, cars and software applications. This growing complexity has led to manuals that are constantly growing in size, making them less attractive to read.[2][3] A QSG should solve this problem: not only by focusing on the most basic instructions, but also by using visual information that is easy to understand. This approach should save time on the part of the user, giving him less stress while at the same time contributing to his self-confidence.[2][3] As a result, users may conclude that using a product is not as difficult as they initially might have thought, hopefully leading to a growing willingness to tackle more complex tasks and, thus, exploring the product to the fullest of its extent.[2]
Relevance
[edit]When designing a QSG, the most important question is how to filter out the most basic instructions that are the most useful to the average user.[2][3] The answer to this question primarily depends on two things: the ability of the QSG writer to place himself in the shoes of the user and the product itself. As for the latter: a product that basically only needs some instructions to install it properly after which it functions continuously, is relatively easy to ‘capture’ in a QSG. Also, products that offer a broad variety of tasks of which in reality only a few really matter, lend themselves for a QSG.[3] An example of such a product would be a software application. If the main tasks in such an application would be not more than a handful, then a QSG on a double-sided card could be an effective solution. If tasks would become more complicated of nature, one can refer to the complete manual.
Requirements
[edit]The requirements for setting up a quick start guide are not set in stone. It is up to the technical writer to become familiar with the mindset of the user, as well as with the character of the product. This being said, there is indeed a legal obligation, namely to refer to the complete manual (see the international IEC-82079 standard). Also, it is imperative to include instructions for safe use of the product in any QSG.
Origins
[edit]In 1985 the Inmac corporation published the first Quick-Start guide with one of their 1200-baud modems, allowing the modem to be set-up and configured using the most common or default settings. The request for that type of easy set-up instructions came from a Fortune Systems Fortune 32:16 computer Value-added reseller who asked that he didn’t have to read a 100-page manual just to be able to connect a dial-up modem for his clients.
See also
[edit]References
[edit]Quickstart guide
View on Grokipediafrom Grokipedia
A quickstart guide, often abbreviated as QSG, is a concise document or resource that delivers essential, step-by-step instructions to enable users to rapidly set up and begin using a product, software application, or service, emphasizing core tasks while omitting detailed background or advanced features.[1][2] These guides typically span one to two pages or around 600 words, prioritizing brevity and visual aids like screenshots or diagrams to facilitate quick onboarding for both novice and experienced users.[3][1]
Quickstart guides serve as an initial entry point in technical documentation, bridging the gap between product acquisition and basic proficiency by focusing on the most common workflows and potential hurdles during setup.[2] They are particularly valuable in software development, hardware assembly, and service onboarding, where users seek immediate functionality without consulting comprehensive manuals.[3] By using plain, empathetic language and scannable formats—such as numbered lists for procedures and code blocks for technical steps—these guides reduce user frustration and accelerate adoption, often completing a focused task in under five minutes.[2][1]
In practice, quickstart guides differ from full user manuals by their targeted scope, often including prerequisites, procedural sections, optional troubleshooting links, and suggestions for next steps, while adhering to audience-specific needs like developer familiarity or general accessibility.[3] Best practices recommend tailoring content to user intent, incorporating visuals for clarity, and limiting steps to essentials (e.g., no more than 12 per section) to maintain engagement and effectiveness.[2][1] This format has become a standard in modern technical communication, especially in platforms like Microsoft Learn and GitHub Docs, where it supports efficient knowledge transfer across diverse user bases.[2][3]
Definition and Purpose
Core Definition
A quickstart guide is a concise, user-focused document designed to enable rapid initial engagement with a product, software, or system by providing essential instructions for setup and basic use.[4] Typically spanning 1 to 10 pages or less than one-tenth the length of a full manual, it prioritizes brevity to minimize barriers for new users during onboarding.[5] Key characteristics of a quickstart guide include step-by-step procedural instructions that assume minimal prior knowledge or prerequisites, allowing users to achieve core functionality swiftly.[4] It employs simple language with limited technical jargon, emphasizes visual aids such as screenshots, diagrams, or icons to enhance clarity, and avoids in-depth explanations in favor of immediate, actionable guidance.[5] These elements ensure the guide serves as a procedural tool rather than a comprehensive reference, targeting end-users seeking quick productivity.[6] Unlike full user manuals, which offer exhaustive coverage of all features, troubleshooting, and advanced operations, quickstart guides provide only a high-level overview of initial tasks to get users operational without overwhelming detail.[4] In contrast to frequently asked questions (FAQs), which organize information around specific user queries in a question-and-answer format, quickstart guides are inherently task-oriented, sequencing steps to guide users through predefined workflows for primary goals.[7] This distinction positions the quickstart guide as an entry point in documentation ecosystems, bridging immediate needs and deeper resources.[6]Objectives and Benefits
The primary objectives of a quickstart guide are to accelerate user onboarding by guiding new users through essential initial steps, reduce support queries by 20-30% through effective self-service documentation as demonstrated in multiple industry case studies, and build immediate confidence in the product by enabling quick achievements of core functionalities.[8][9][10] For users, quickstart guides deliver benefits such as rapid success in basic tasks, which minimizes frustration and enhances early engagement with the product.[11][12] Organizations gain from faster adoption rates, as streamlined onboarding shortens the path to value realization, alongside cost savings in customer service by deflecting routine inquiries to self-help resources.[13][14] Key metrics for evaluating the success of a quickstart guide include time-to-first-value, such as the rapid completion of a core task to establish early momentum, and user satisfaction scores such as CSAT, which reflect improved perceptions of the onboarding experience.[15][16][17]Historical Development
Origins
Quickstart guides emerged in the late 1970s and early 1980s alongside the rise of personal computers, which democratized computing beyond specialized mainframe environments operated by trained professionals.[18] This period marked a pivotal shift from centralized mainframe systems, typically used in business and academic settings by experts, to affordable, user-friendly personal computers intended for home and office users without technical backgrounds.[19] The need for accessible documentation arose to bridge this gap, enabling non-experts to set up hardware, install software, and perform basic operations independently.[20] Early examples included the documentation bundled with the IBM Personal Computer (model 5150), released in 1981, which featured a "Guide to Operations" manual providing step-by-step setup instructions, basic troubleshooting, and introductory usage details for new owners.[21] This guide exemplified the initial efforts to simplify complex computing concepts for a broader audience, focusing on practical onboarding rather than in-depth technical specifications. Similarly, the 1984 launch of the Apple Macintosh 128K included a compact "Macintosh Owner's Guide" and a foldout setup leaflet titled "The Adventure Begins Here," designed to guide users through unboxing, connection, and initial software exploration with intuitive illustrations and minimal jargon.[22] These materials represented a departure from verbose mainframe operator handbooks, prioritizing visual aids and sequential steps to enhance user accessibility.[23] Pioneering technical writers at Microsoft further formalized simplified documentation during this era, amid the growing complexity of personal computing software. In 1983, Microsoft established Microsoft Press to produce user-oriented books, starting with titles like "The Apple Macintosh Book" in 1984, which offered beginner-friendly explanations of hardware and applications.[24] This initiative reflected broader industry trends toward concise, approachable guides that reduced barriers for novice users, laying the groundwork for modern quickstart practices that continue to lower support costs.[25]Evolution in Documentation Practices
In the 1990s and 2000s, quickstart guides increasingly integrated with emerging digital distribution methods such as CD-ROMs and early web platforms, marking a transition from printed manuals to more accessible electronic formats. Adobe Acrobat, introduced in 1993, enabled the creation of PDF-based quickstart documents that were bundled on CD-ROMs for software installations, allowing users to view interactive guides without additional hardware beyond a standard PC.[26] Similarly, the rise of open-source software saw the proliferation of community-driven quickstart install guides, exemplified by the Linux Documentation Project's "Linux Installation and Getting Started Guide," first published in 1992 and updated through the 2000s to support floppy disk, CD-ROM, and nascent network installations for distributions like Slackware and Debian.[27][28] These developments reflected the PC era's emphasis on self-service documentation to accommodate growing user bases in both commercial and open-source ecosystems. From the 2010s onward, quickstart guides shifted toward fully digital, multimedia-rich formats including PDFs, interactive web applications, and embedded videos, driven by the need for faster iteration and broader accessibility in software delivery. This evolution was influenced by agile development methodologies, which prioritized concise, just-in-time documentation over comprehensive manuals, encouraging quickstarts as lightweight artifacts integrated into development sprints to support rapid user onboarding.[29] Concurrently, mobile-first design principles gained prominence, prompting quickstart creators to optimize guides for responsive web viewing and touch-based interactions, ensuring compatibility across devices as mobile usage surged beyond 50% of web traffic by mid-decade.[30] As of 2025, recent trends in quickstart guides emphasize AI-assisted personalization, enhanced accessibility via standards like WCAG 2.2, and seamless integration with SaaS onboarding applications to deliver tailored, inclusive experiences. AI tools now enable dynamic content adaptation, such as generating user-specific learning paths in quickstarts based on behavior and prior knowledge, improving engagement in e-learning and software tutorials.[31] Accessibility compliance has become mandatory under updated regulations, with WCAG 2.2 requiring quickstarts to support features like screen reader compatibility and keyboard navigation, as evidenced by a 2025 analysis showing only 5.2% of top websites fully error-free but with incremental improvements in conformance.[32] In SaaS platforms, quickstarts are increasingly embedded within interactive onboarding apps, using AI-driven walkthroughs to reduce time-to-value through contextual guidance and progress tracking.Essential Components
Structural Elements
The structural elements of a quickstart guide provide the essential framework that organizes information for efficient user navigation and task completion. A title page or prominent heading serves as the entry point, clearly stating the guide's focus and scope to orient users immediately. A table of contents is recommended to enable quick access to sections, preventing overwhelm in multi-step processes. An introduction to prerequisites follows, specifying required tools, accounts, or knowledge to ensure users meet foundational needs before proceeding. The core of the guide consists of numbered steps for primary tasks, using imperative language and complete sentences to guide actions sequentially, ideally limited to seven or fewer steps for clarity. Troubleshooting tips address common pitfalls, such as error messages or failed configurations, often presented in dedicated notes or sidebars. Finally, next-steps links direct users to advanced resources, bridging the quickstart to deeper documentation.[33][34] Visual and layout features enhance scannability and comprehension, making the guide more approachable for time-constrained users. Bullet points organize sub-lists or options within steps, reducing dense text blocks, while icons highlight warnings, tips, or required actions for instant recognition. Flowcharts illustrate decision points or branching paths, visually mapping complex sequences that text alone might obscure. Emphasis on white space—through short paragraphs, ample margins, and consistent formatting—promotes readability, with scannable text achieved via bolded key terms, active voice, and hierarchical headings. Screenshots or diagrams accompany steps where UI interactions occur, cropped to relevant areas and supplemented with descriptive alt text for accessibility.[35][33][34] Length guidelines prioritize brevity to facilitate rapid onboarding, aiming for concise content that prioritizes action-oriented instructions rather than explanatory prose. Procedures should fit on a single screen when possible, using right-angle brackets (e.g., Menu > Option > Suboption) for simple navigation chains to minimize verbosity. This approach ensures users spend minimal time reading and maximum time applying steps, aligning with the guide's goal of enabling swift initial success.[33]Content Priorities
Content priorities in quickstart guides emphasize a focused selection of essential information to enable rapid user onboarding while avoiding unnecessary depth that could overwhelm beginners. Typically, these guides prioritize coverage of 3-5 core tasks, such as software installation, initial login, and basic operations, to guide users from setup to their first successful interaction with the product.[3][5][4] Warnings for common pitfalls, like dependency conflicts during installation or authentication errors on first login, are included to preempt user frustration and promote smooth progression.[5][11] Advanced features, theoretical explanations, or in-depth customizations are deliberately excluded to maintain brevity and prevent scope creep, reserving such details for comprehensive user manuals.[3][4][11] Tailoring content to the audience is crucial, assuming a beginner level with limited prior knowledge to ensure accessibility for novice users across diverse backgrounds. Plain language is employed, using short sentences, active voice, and avoiding technical jargon unless essential and clearly defined.[36][4][11] Diverse examples are incorporated, such as platform-specific instructions for Windows and macOS users or multilingual cues, to foster inclusivity and accommodate varying user contexts like non-native speakers or those with disabilities.[5][11] Achieving balance in quickstart guides involves dedicating the majority of space to clear, actionable instructions that outline the core tasks in a logical sequence, often relying on numbered steps for procedural clarity.[3][4] These instructions are accompanied by visuals, including screenshots or simple diagrams, to illustrate key actions and enhance comprehension without dominating the text.[5][36] Brief contextual snippets or FAQ elements, such as outcome summaries or links to further resources, reinforce understanding and address immediate follow-up questions.[11][3] This distribution ensures the guide remains concise, typically under 600 words or 1-2 pages, while maximizing user success rates.[3][4]Creation Guidelines
Prerequisites and Requirements
Creating a quickstart guide requires creators to possess basic technical writing skills, including the ability to write clearly and concisely while avoiding unnecessary jargon, to ensure accessibility for novice users.[4][37] Additionally, creators must have familiarity with the product or software, often gained by using it themselves to understand user perspectives and common setup challenges.[4] Essential tools for development include Markdown editors, such as those integrated in platforms like Document360, which support structured, web-friendly formatting ideal for quick guides.[38] For visual elements, diagramming software like TechSmith Snagit enables the creation of annotated screenshots and simple illustrations to clarify steps.[37] As of 2025, generative AI tools are increasingly used as a best practice for drafting consistent, personalized content and reducing production time.[39] These tools facilitate efficient production without advanced design expertise. Users following a quickstart guide typically need minimal hardware and software prerequisites, such as a standard computer with internet access for downloading installations and updates.[40] Assumed knowledge is limited to basic computer literacy, allowing the guide to focus on essential setup without requiring prior technical proficiency.[37] Organizations producing quickstart guides should ensure access to subject matter experts for content validation and feedback to maintain accuracy and relevance.[41] A modest budget for visuals supports effective production without significant financial strain.Step-by-Step Development Process
Developing a quickstart guide requires a structured, iterative workflow that prioritizes clarity and efficiency, varying depending on the project's complexity and team size.[42] This timeline allows for thorough planning, drafting, testing, and refinement while incorporating version control practices, such as using Git for tracking revisions, branching for collaborative edits, and descriptive commit messages to maintain document integrity.[43]- Define audience and scope (1-2 days): Begin by identifying the target users, including their technical proficiency and primary pain points, to tailor the guide's focus on essential onboarding tasks. This step establishes the guide's boundaries, such as limiting content to core setup and first-use actions, ensuring relevance without overwhelming details.[44][5][42]
- Outline core tasks: Create a high-level structure by listing the minimal sequence of actions needed for users to achieve initial success, such as installation or basic configuration. Prioritize sequential, logical flow and include placeholders for prerequisites like required software tools from standard documentation setups.[44][3][42]
- Draft content with placeholders for visuals: Write concise, step-by-step instructions using simple language, active voice, and numbered lists, while inserting markers for supporting elements like screenshots, diagrams, or code snippets. Aim for brevity, targeting 600 words or less to keep the guide focused and scannable.[44][5][3]
- Review and test with users: Share the draft with a small group of representative users for feedback, followed by hands-on usability testing to verify clarity and accuracy. Evaluate metrics such as task completion time, aiming for under 10 minutes to confirm the guide enables rapid onboarding.[44][42][3]
- Iterate based on feedback: Refine the content by addressing identified issues, simplifying confusing sections, and updating visuals or instructions as needed. Repeat testing cycles as necessary to enhance usability and eliminate errors.[44][5][42]
- Publish in accessible format: Finalize the guide in a user-friendly medium, such as PDF, web page, or interactive HTML, ensuring compatibility with common devices and including links to further resources. Implement accessibility features like alt text for images and semantic markup for screen readers.[44][5][42]
Applications and Examples
Common Use Cases
Quickstart guides are extensively applied in the software and technology sectors to streamline user onboarding for mobile applications and hardware devices. In mobile app installation, these guides provide concise instructions for account setup, feature activation, and initial usage, enabling users to experience core functionalities rapidly. For instance, many apps include in-app quickstart flows that walk users through permissions and first actions to build immediate engagement. Similarly, hardware setups, such as home routers, rely on quickstart guides that detail physical connections, power-on sequences, and basic network configuration to minimize setup errors.[4][45] These applications contribute to faster onboarding, reducing the time users spend troubleshooting initial hurdles. A key benefit in software contexts is the mitigation of high uninstall rates, with 80% of app uninstalls attributed to users' lack of knowledge on how to use the product effectively.[46] Surveys indicate that 92% of top SaaS applications now integrate in-app onboarding tours akin to quickstart guides, up from 68% in 2020, reflecting their widespread adoption to enhance retention.[47] Effective implementation of such guides can increase user retention by up to 82% by clarifying product value early.[48] Beyond technology, quickstart guides serve non-technical industries by simplifying physical product assembly and operation. In consumer goods, companies like IKEA employ pictorial quickstart instructions for furniture assembly, breaking down complex builds into sequential, visual steps that empower users without requiring advanced tools or expertise.[49] In healthcare, quickstart guides for medical devices such as blood pressure monitors outline cuff placement, button operations, and reading interpretation to ensure accurate self-monitoring and compliance with safety protocols.[50] These resources promote user independence and reduce errors in everyday applications. In emerging fields like the Internet of Things (IoT) and virtual reality (VR), quickstart guides address the complexities of interconnected and immersive setups. For IoT devices, they guide users through pairing, network integration, and app synchronization to enable seamless smart home or industrial deployments.[51][52] VR quickstart resources similarly cover headset calibration, controller pairing, and environment safety checks, facilitating entry into virtual experiences for gaming or training.[53] As of 2025, with connected IoT devices reaching 21.1 billion globally (a 14% increase from the previous year), these guides play a pivotal role in bridging technical barriers for diverse users.[54]Notable Implementations
GitHub's CLI quickstart guide exemplifies effective command-line onboarding through interactive prompts that streamline authentication and task execution. Released with the tool's general availability in 2020, the guide walks users through installation, login viagh auth [login](/page/Login)—which includes browser-based or token options with guided prompts—and basic commands like gh repo clone for repository management.[55][56] These prompts reduce cognitive load by anticipating user needs, such as selecting protocols (HTTPS/SSH) during setup, fostering rapid adoption among developers. What worked particularly well was the integration of real-time feedback and error-handling cues, enabling users to view repository status or create issues interactively without switching contexts.
Tesla's vehicle setup guide integrates multimedia elements within the mobile app to facilitate seamless onboarding for new owners. The process begins with app download and account linkage via vehicle VIN, followed by Bluetooth pairing for phone-as-key functionality, and includes video tutorials and touchscreen prompts for features like charging and climate control.[57][58] QR codes appear in multi-factor authentication setup and some model manuals for quick access to digital resources, minimizing manual input errors during initial configuration.[59] This app-centric approach, combining visuals and remote controls, enhances user convenience by allowing pre-delivery familiarization, which correlates with broader customer satisfaction gains from over-the-air updates and self-service tools.[60]
Duolingo's language app onboarding employs gamified steps to engage users immediately, starting with a brief translation exercise to demonstrate value before account creation. Users then select goals (e.g., travel, work) and undergo skill assessment via placement tests, progressing through bite-sized lessons with progress bars, badges, and the mascot Duo for motivational nudges.[61][62] Gamification elements like streaks and XP rewards during these initial steps have boosted day-one retention to over 50%, a significant improvement from early rates of 15%, by creating habitual engagement.[63][64] Users completing three or more lessons on day one show 50% higher retention at day 30, underscoring the efficacy of progressive, reward-driven onboarding.[65]
These implementations demonstrate measurable impacts, such as a 25% reduction in support tickets for users engaging with interactive guides, as seen in similar onboarding optimizations.[66] In 2025, adaptations like augmented reality (AR) overlays are emerging in quickstart guides, providing contextual digital instructions over physical devices to improve understanding and accelerate setup.[47][67] This trend builds on digital interactivity, enabling scalable, error-reducing experiences in hardware and software onboarding.[68]