Web Tour
Create guided tours and interactive tutorials for user onboarding
Web Tour Overview
Web Tour module enables creating interactive guided tours to guide users through Odoo.
Tooltips, highlights, and step-by-step instructions help onboard new users and train on new features.
Key points
• Step-by-step Guides: Step-by-step instructions with tooltips
• Element Highlighting: Highlight elements to interact with
• Auto-navigation: Auto-navigate between pages
• Conditional Steps: Steps shown based on conditions
• Progress Tracking: Track user progress in tour
• Skip/Restart: Allow skip or restart tour
• Multi-language: Support multi-language tours
• Analytics: Track tour completion rates
Use Cases
Web Tour Applications
| Scenario | Tour Type | Benefits |
|---|---|---|
| New user onboarding | Welcome tour covering basics | Reduce learning curve, increase adoption |
| Feature launch | Tour highlighting new features | Educate users on new capabilities |
| Process training | Step-by-step workflow guide | Standardize processes across team |
| Troubleshooting | Guided troubleshooting steps | Self-service support |
| Best practices | Tour showing optimal workflows | Improve efficiency |
Creating Tours
Steps
1. Define Tour: Create tour with name, description, sequence
2. Add Steps: Add steps with trigger elements and content
3. Set Tooltips: Write tooltip content for each step
4. Configure Navigation: Set auto-navigation between steps
5. Add Conditions: Conditional steps based on user state
6. Test Tour: Test tour flow end-to-end
7. Deploy: Activate tour for target users
Best Practices
Key points
• Keep tours short (5-7 steps max) to avoid overwhelm
• Use clear, concise language in tooltips
• Highlight only essential elements
• Allow users to skip tours
• Track completion rates to optimize tours
• Update tours when UI changes