How-to Pages
Use to help constituents complete an action and achieve a goal.


The How-to page helps users do something. It’s an essential part of the service suite, since needing to accomplish something is one of the main reasons users visit Even if they’re looking for information, they usually need that information in order to achieve some goal. When you author a How-to page, you’re describing the steps users need to take to do what they want to do.
Here are a few examples of what How-tos help users do:
  • Apply
  • Pay
  • Request
  • Register
  • Submit required forms or proposals
  • Access and use offsite applications

Required fields

To save a draft of a How-to, you’ll need to author/select:
  • An action type
  • A title and short description
  • At least 1 method
  • At least 1 contact
You might also need to make:
  • A Fee item (but you can do this while authoring your How-to)

Customize header text

How-to pages include optional sections under the “Details” and “Additional info” tabs that by default have headers such as What you need and Fees. Those headers may or may not accurately reflect your content.
You can override those default section headers by going to the bottom of the Quick Actions section under the “Overview” tab and checking the Customize header text box.
Choosing Customize header text will display optional header fields across the How-to page’s sections that you can fill in as you like.
Customized section header field
If you leave any of these fields blank, then the default header (e.g., What you need) will appear on your page if there is content in that section.
The more precise the wording is in your section headers, the easier it is for visitors to scan for information they need to complete a task.
Rather than forcing eligibility information into a section titled What you need, for example, you could change the title to Eligibility requirements to make the information clearer and easier to find.
Another example: You could replace the general Downloads section header with something more specific, such as Required forms.

Overview tab

Action type

When you pick a verb from this menu, that verb will fill in the section header “How to__.” You’ll see this verb in the navigation menu on the left, and in the section header above the methods section. For example, if you pick “apply,” here’s what the user will see:

Time callout

Use this to tell your audience how much time it’ll take to complete the transaction or task you’re writing about. This might be as simple as, “It will take us 2 weeks to process your application,” or it might be more complicated:
These links might be the most important part of your How-to page. Use them to link to your offsite application, a list of your locations, or the critical download users need. If one of your key links is a document, make sure that you follow best practices for linking to documents. If you’re linking to an offsite page, you’ll need to fill in the “link text” so that knows what to label your quick action buttons. Good link text usually starts with a verb that emphasizes what the link lets users do.
You’ll be given an option, at the bottom of the Quick Actions section to check a Customize header text box.


You’ll find the Organization(s) field at the bottom of the first tab in every content type, and in documents. This field tells’s search which pages belong to which organization. ‌ This field also powers the "Offered by" relationship indicator that displays at the top of all pages. "Offered by" displays on the top right if there is a "Part of" relationship indicator on the left in a desktop view, or on the top left if there is no "Part of" link. On a smaller screen, "Offered by" appears directly under "Part of" at the top of the page. ‌ Making sure your Organization field is filled out correctly will help users who land on your content find their way to your Organization Page.

Intended audience

Choose the audience this content is intended for. This information will help measure how well these audiences are being served and won't be displayed on the public-facing site. This is currently only for internal use. Choose from:
  • Not Set (default)
  • Personal
  • Professional (For their jobs)
  • Both equally
  • Unclear


This is optional, however it is very helpful. Add one or more labels to be used to used for grouping and finding related content and documents within the CMS.
Start typing in the Label(s) field to choose an existing label from a dropdown menu that will appear or add a new label by entering it directly.
Label(s) field
Be sure to create specific labels: The label field is shared across the whole site; your label should be unique and identifiable to prevent overlap with others.

Details tab

The What you need field

Here, tell users what they need to gather to complete your task or transaction. It might also tell them what they need to know or organize before proceeding. It’s a good place to use the bulleted list function on the rich text editor. For example:

Adding a fee to your How-to

This field is for Fee content types. You can either create the Fee in the How-to page’s authoring interface, or you can add one that you created earlier. If you create a Fee in order to make a How-to, it will be saved in the CMS for you to use later. You’ll be able to find it by searching My content by Fee content type.
Sometimes, payment is complicated. You can add more explanation in the Fee description field. For example, you might say, “Different locations accept different forms of payment. Check your local location to see what you should bring.”


You need to add at least one method before you can publish your How-to page. This section looks different from the user’s perspective than from the author’s: It begins with “How to” and the verb you selected at the top of the page. Then, each of the methods you create is displayed in a dropdown:
Each dropdown should tell users what they need to to complete the task using that method. This might be as simple as linking to your online application, or it might involve a list of items to send to several addresses. Sometimes it’s a good idea to repeat some of the information from What you need, or add another link to a quick action.

Next steps

Some transactions might involve more action after the initial action. For example, if you expect users to track the process of a proposal, you could tell them how to do that in this section.

Additional info tab

More info

If you need to add supplemental information related to this particular transaction, add it to the More info field.

Manage your account

This section will let visitors check the status of their application or download additional paperwork needed to complete the next step of their transaction. You can also include a link to an account management page if it’s different from first-time links already on the page.

Contacts tab

This area uses Contact Information that you create separately. Find the contact you want by beginning to type its title and selecting the appropriate item from the list that appears. On a How-to page, Contact Information appears both on the right and in the bottom dropdown.
Note: If you don't put a phone number in the Contact Information, it will not show up in the upper right section of the How-to Page.

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Last modified 6mo ago