Cheat Sheet Tips

A cheat sheet is a view that opens in the active perspective to guide you through complex tasks.

Using a cheat sheet

Only one cheat sheet can be open and active. If a cheat sheet is open and another is launched, the opened cheat sheet is closed before the new one opens.

When a cheat sheet is closed, its completion status is automatically saved. The next time the cheat sheet is opened, the completion status appears.

Work through the steps in the order presented. For each step, you can choose actions that perform work automatically, allow you to perform the work, or allow you to skip optional steps.

Cheat sheet actions
Action Purpose and description
Click to Begin icon (right arrow on page)

Click to Begin – allows you to start working with the cheat sheet. After selecting this action, the first step is expanded and other actions become available.

The Click to Begin action is on the Introduction cheat sheet.

Click to Restart – after you select the Click to Begin action, it becomes Click to Restart. Select it at any time to restart the cheat sheet.

help icon (question mark) Link to Help – links directly to an online help topic that describes the step.
Click to Perform icon (right arrow) Click to Perform – automatically performs the work. For example, if you select Click to Perform from a step that describes how to launch a wizard, the wizard is launched automatically.
Click to complete icon (checkmark on page) Click to Complete – indicates that the described step is complete, either because you performed the work as described or because the work was complete before you started working with the cheat sheet. When the step is complete, a check mark ( Complete icon (checkmark)) appears in the left margin of the cheat sheet.
Click to Skip icon (down pointing right arrow) Click to Skip – indicates that the described step is optional. You can perform the step or to skip it. If you skip the step, the cheat sheet displays the skip step mark ( Skip step mark (down arrow)) in the left margin instead of the complete step mark.
Click to Redo icon (right arrow in box) Click to Redo – allows you to redo any step that is completed or has been skipped. To redo a step, click to expand the completed or skipped step, and select Click to Redo. After redoing a step, the cheat sheet continues from the redo step.

The following table identifies the toolbar buttons available on any cheat sheet.

Cheat sheet toolbar buttons
Button Description
Icon to collapse all but current item in cheat sheet Collapses all items in the cheat sheet except the currently active item. This button is useful when cheat sheets steps are lengthy.
Icon to open another cheat sheet Allows you to select and open another cheat sheet. The completion status of the active cheat sheet is saved, the active cheat sheet is closed, and the new cheat sheet is opened.
Icon to minimize the cheat sheet Minimizes the cheat sheet in the view.
Icon to maximize the cheat sheet Maximizes the cheat sheet to full size in the perspective.
Icon to close the cheat sheet Closes the cheat sheet. The completion status is saved, allowing you to return to the cheat sheet and continue work.
Related concepts
Using Cheat Sheets