Home > Manage Additional Profiles > Configure Guidance Profiles

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    Configure Guidance Profiles

    Guidance profile allow you to provide custom messaging to help guide assignees through the process of completing assigned tasks.

    To access Guidance profiles, click the Guidance profiles card on the Profiles & templates page.

    To create a guidance profile, click Create on the ribbon to open the Create guidance profile panel and configure the following settings:

    1. Profile name – Enter a name for this guidance profile.

    2. Description – Enter an optional description for this guidance profile.

    3. Guidance – To customize the guidance that is shown to the task assignees when they process the confirm governance details or renewal tasks, complete the following steps:

      1. Click the edit button of your desired languages.

      2. In the Edit message panel, enter your desired guidance in the text box.

      3. Click Save when you finish the configuration. The guidance will be shown to the task assignees before they start to process assigned tasks.

    4. Default language – Select a default language for the guidance shown to the task assignees. If a user’s Cloud Governance display language is not one of the enabled options, the guidance will be shown in the default language. Note that only the languages that are enabled as available languages can be selected as the default language.

    5. Click Save when you finish all your configurations.