- Tutorial Builder User Guide
- Introduction to the Tutorial Builder
- Content guidelines
- Photoshop Tutorial Builder
- Illustrator Tutorial Builder
Canvas
A Canvas placement in the TB Ai is used to add secondary Steps. A Canvas placement does not currently create coach marks pointing to a specific location.
Menu Bar
Most Menu Bar options can be recorded. However, if a particular Menu Bar option is not available for recording, add a new numbered Canvas Step to continue to lead users through your tutorial.
Important
When instructing users to open a panel, create a coach mark using the Menu Bar and NOT Panel elements.
Menu Bar |
Menu Item |
Create a Coach Mark |
File |
MOST |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
|
Open recent file |
Avoid in tutorials |
Edit |
MOST |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
|
Start Diction… |
Avoid in tutorials |
Object |
ALL |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
Type |
MOST |
|
|
Font |
Produces a CM in preview that says undefined. Add a Canvas Step instead. |
|
Find/Replace Font |
Produces a CM in preview that says undefined. Add a Canvas Step instead. |
Select |
MOST |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
|
Text |
Anything under Text produces a CM in preview that says undefined. Add a Canvas Step instead. |
Effect |
MOST |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
|
3D and Materials |
Produces a CM in preview that says undefined. Add a Canvas Step instead. |
View |
MOST |
|
|
Outline |
Produces a CM in preview that says undefined. Add a Canvas Step instead. |
|
Hide Slices |
Produces a CM that says Show Slices |
|
Show Binding |
Produces a CM that says Hide Binding |
|
Show Gradient Annotator |
Produces a CM that says Hide Gradient Annotator |
|
Show Edges |
Produces a CM that says Hide Edges |
|
Perspective Grid > Hide Grid |
Produces a CM that says Perspective Grid > Show Grid |
|
Perspective Grid > Hide Rulers |
Produces a CM that says Perspective Grid > Show Rulers |
|
Perspective Grid > Unlock Grid |
Produces a CM that says Perspective Grid > Lock Grid |
|
Perspective Grid > Unlock Station Point |
Produces a CM that says Perspective Grid > Lock Station Point |
|
Rulers > Hide Rulers |
Produces a CM that says Rulers > Show Rulers |
|
Show_Print_Tiling |
Produces a CM in preview that says undefined. |
|
Hide_Print_Tiling |
Produces a CM in preview that says undefined. |
|
Show_Text_Thread |
Produces a CM in preview that says undefined. |
|
Hide_Text_Thread |
Produces a CM in preview that says undefined. |
Window |
MOST |
Add a Canvas Step to explain what the user should do if there is a dialog box. |
|
Workspace |
If the TB disappears, reopen TB, Stop Recording, delete any unnecessary actions, and click Done. |
|
3D and materials |
Produces a CM in preview that says undefined. |
Help |
|
Avoid in tutorials |
Panels
These are only two scenarios where you should use Panel > Panel elements to create a CM: Panel > Properties and Panel > Layers. You create these steps by choosing a series of drop-down menus directing where the coach mark will be placed. The record button does not appear for Panel elements items.
Point to the Panel element for the first Step. This will add a coach mark to the correct area. For sequential panel items, do not send the user to the Panel again, as they are already focused on that element. Instead, add a new numbered Canvas step and continue leading users through your tutorial.
Tool Bar
Most Tool Bar options can be recorded to create coach marks.
Tool |
Sub-tool |
Create a coach mark |
Selection tool |
ALL |
|
Direct Selection tool |
ALL |
|
Lasso tool |
ALL |
|
Magic Want tool |
ALL |
|
Pen tool |
ALL |
|
Curvature tool |
ALL |
|
Type tool |
ALL |
|
Line Segment tool |
ALL |
|
Rectangle tool |
ALL |
|
Paintbrush tool |
ALL |
|
Shaper tool |
ALL |
|
Eraser tool |
ALL |
|
Scale tool |
ALL |
|
Rotate tool |
ALL |
|
Width tool |
ALL |
|
Free Transform tool |
ALL |
|
Shape Builder tool |
ALL |
|
Perspective Grid tool |
ALL |
|
Mesh tool |
ALL |
|
Gradient tool |
ALL |
|
Eyedropper tool |
ALL |
|
Blend tool |
ALL |
|
Symbol Sprayer tool |
ALL |
|
Column Graph tool |
ALL |
|
Artboard tool |
ALL |
|
Slice tool |
ALL |
|
Hand tool |
ALL |
|
Zoom tool |
ALL |
|
Fill and Stroke |
Does not create a CM. Create a Step using a Canvas placement instead. |
|
Color/Gradient/None |
Does not create a CM. Create a Step using a Canvas placement instead. |
|
Draw |
Does not create a CM. Create a Step using a Canvas placement instead. |
|
Change Screen mode |
Does not create a CM. Create a Step using a Canvas placement instead. |