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Technical and Interface Writing

When we write technical documentation, guides, forms, and interface messages, it’s safe to say that the reader is learning something new or troubleshooting.

These guidelines will help you write clear, concise instructions, which will provide your reader with the best possible experience.

Basics

Do the hard work to make it simple

Help the reader follow along. Break instructions or processes down into individual steps. Use short, simple sentences with words people use in everyday conversation.

Refer to navigation labels, buttons, and menus as they appear in the app or website. Verify the spelling and capitalization as you write. Be specific.

Instead of:

Open a new meeting invitation.

Use:

In Google Calendar, click Create.

Direct the reader

Start your sentences with active verbs or clear objectives.

Instead of:

Help us understand what kind of help you need by creating an issue in GitHub.

Use:

Create an issue with details about your request.

Or:

To get started, create an issue in GitHub with details about your request.

Focus on what the reader can do rather than what they can’t (also known as using positive language).

Instead of:

You cannot continue without signing in.

Use:

Sign in to continue.

Guidelines

Titles and headings

Be consistent with how you phrase titles. If your guide or tutorial has several pages, stick to the same naming convention for scannability, such as:

  • Nouns: Policies, Teams, Offices, etc.
  • Verbs: Create an account, File a report, Download our data, etc.

Use sentence case for headings.

Introduction

Include a short two- or three-sentence summary about the document to help the reader confirm whether they’re in the right place, and improve search engine indexing.

Code

Use backticks to style text and code snippets readers may want to copy and paste. For example:

Use the legend element to offer a label within each form element.

Copy and paste mkdir /home/foo/doc/bar && cd $_ into Terminal.

In the first example, legend is an HTML element and should be styled as code. “Element” is a technical concept and shouldn’t be marked up as code. “Label” is both a concept and an HTML element but is used here in the former sense and should not be styled as code.

Do not capitalize code elements, even at the start of a sentence, unless the term is capitalized in the code itself.

Use fenced code blocks for multi-line code snippets and specify the language to enable syntax highlighting on GitHub:

In JavaScript, to get the current value of a select element with an id of mySelect, use this:

var el = document.getElementById("mySelect");
var value = el.options[el.selectedIndex].value;

Use straight quotes within code blocks rather than curly (or smart) quotes.

Code-like elements

The same rules apply to pieces of text that must be used exactly as presented, such as passwords or Wi-Fi network names:

someCl3v3rN4me is the name of our Wi-Fi network. Your password is PleaseChangeMeSoon.

Interface elements

Use clear verbs to tell readers how to interact with interface elements:

  • Choose from drop-down menus.
  • Select or deselect checkboxes and radio buttons.
  • Click or tap buttons.
  • Follow or open links.

For instance, to emphasize the name of an interface label:

  1. In the File menu, choose Save.
  2. Select I agree.
  3. Click Continue.

Tables

Tables are generally suitable only for data: two or more “objects” (rows) that share two or more “values” (columns). In tables, column widths are the same for all rows, which can make them easier to scan visually. Tables are easily navigable for sightless users so long as the content is organized in a logical way.

Here are some other guidelines to consider:

  • When listing numbers, it’s good practice to align them to the right of their cell, with the same decimal precision (“40.50” and “1.00”) so that the numbers are easier to compare while scanning.
  • Always align column headings up with the values in the columns. For example, numeric column headings should be aligned right if the values are, too.

It’s rare that a document lives on its own. Tell people where to go for help if they have questions.

For documentation and guides, you might say:

For more information, see the FPAC Editorial Guide.

If your work relates to several other documents, pick the most important ones or gather the links in a section at the bottom of your content.

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