---
title: "Best Practices"
slug: "bestpractices"
status: "update"
updated: 2025-11-14T08:12:02Z
published: 2025-11-14T08:12:02Z
canonical: "support.whatfix.com/bestpractices"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices - Whatfix Desktop 

Best Practices are a set of recommendations that, when followed, help you use Whatfix efficiently.

| **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Analytics.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Guidance Analytics**](/desktop/docs/guidance-analytics-best-practices) | ![Contentgovernance.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Content Governance.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D) [Content Governance](/desktop/docs/content-governance-best-practices) | ![LaunchStudio.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Launch the Whatfix Studio on your application.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D) [Studio](/desktop/docs/clone-studio-best-practices) | **![TaskList.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Task List.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Task List**](/desktop/docs/task-list-best-practices) |
| --- | --- | --- | --- |
| **![Beacons.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Beacons**](/desktop/docs/clone-beacons-best-practices) | **![Smart-tips.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating a Smart Tip.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Smart-tips**](/desktop/docs/bestpractices) | **![Flows.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating a Flow.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Flows**](/desktop/docs/flow-best-practices) | **![Tooltips.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Tooltips.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Tooltips**](/desktop/docs/tooltips-best-practices) |
| **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Get%20access%20to%20Dashboard.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Dashboard**](/desktop/docs/common-best-practices) | **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating the Pop-up.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Pop-ups**](/desktop/docs/pop-up-best-practices) | **![SelfHelp.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create Self Help Segment.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D)** [**Self Help**](/desktop/docs/self-help-best-practices) | ![Icon library.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Add content from library or tags.svg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A21%3A22Z&se=2026-11-10T17%3A21%3A22Z&sr=c&sp=r&sig=hZ3dJadF%2B8O%2F2JU0jIvHsJfb6783%2FcnYC9JbuhIj5nA%3D) [**Icon Library**](/desktop/docs/icon-library-best-practices-1) |