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Page Help Wizard

Audience: All Users
Page Type: Guide

What is this?​

Every page in COS has a ? (question mark) button in the bottom-right corner. Clicking it opens a help panel specific to the page you're on. This panel:

  • Explains what the page does
  • States why it's important
  • Provides a step-by-step usage guide
  • Shows tips specific to your role
  • Links to related pages

How to use​

  1. Click the ? button in the bottom-right corner of any page
  2. In the panel you'll find:
    • Title & Description — Brief summary of the page
    • Prerequisites — Things to do before using this page
    • Steps — Numbered action sequence
    • Related Pages — Links to connected modules
    • Role-Specific Notes — Customized notices based on your role
    • Tips — Professional usage recommendations
  3. Close the panel by clicking X or clicking outside

Which pages have it?​

The help wizard is currently active on 40+ pages:

Organization / Situation Analysis / Strategy / Goals & Tracking​

Org Structure, Products & Services, Mission & Vision, Planning Periods, Status Reports, Resource Analysis (VRIO), PESTLE, Porter's 5 Forces, BCG Matrix, SWOT, Focus Areas, Balanced Scorecard (legacy reports, read-only; not in the menu), OKR Cycles, My OKRs

Digital Maturity​

Digital Maturity Assessments, My Tasks

Reports​

Roadmap (not shown in the menu; open via /reports/roadmap)

Settings & Library​

Users, Organization Settings, Integrations, KPI Library, Resource Library

Account​

Profile, Role Guide

Product Management​

Product List, Product Scorecard

Enriched content​

The latest release includes the following improvements:

  • FeatureGate warnings — Prerequisite info for modules not active in your plan
  • KPI Drawer usage — Steps for adding KPIs and opening the KPI detail on detail pages
  • Approval workflow — OKR approval process steps
  • Read-Only mode — Warnings when OKR cycle is locked
  • VRIO Framework — VRIO framework explanation for Resource Analysis page
  • Role-based fixes — Role notes corrected to match actual RBAC permissions

Language support​

Help content is available in both Turkish and English. It automatically displays in the correct language based on your preference.

See also​