This is an experimental feature.
User tours can be a useful way of presenting additional information on-screen. There are many ways to use this feature including, to walk users through the information on a particular screen, to explain how to complete an action, or to produce a single introductory welcome-styled dialogue box.
For example, when onboarding new users to your site it is important to make sure they are comfortable with navigation and how to find the information they need. This can be tedious and logistically challenging, especially in larger organisations and those whose employees are geographically dispersed. The user tours feature allows you to setup an initial automated walk-through for orientation.
Users can end the tour at any time, navigate back and forth through the steps, or reset the tour then replay it as many times as they want (although it only plays automatically once).
What you end up with is a series of instructional bubbles that will step the users through the page you have created the tour for.
(The video above is taken from the Dashboards and basic theming course in the Totara Academy).
A Site Administrator, or another role with the Create, edit, and remove user tours (tool/usertours:managetours) capability, can set up the User tour by following these steps:
When creating a step in a user tour you can decide which feature to highlight using the settings in the Step target section.
First select the Target type from the following options:
If the element you want to highlight isn't a block you will need to use the Selector option. These steps will outline how to find the relevant CSS in Google Chrome, but the method may be different in other web browsers. Follow these steps to find the selector:
When you've created all of your steps your tour is ready. If you've not enabled it already, enable it (by going into the tour settings) to make it active.
Now you can browse to where your tour starts and experience it.
There is a Reset user tour on this page link in the footer than can be used to re-experience a tour.
Alternatively you can navigate Quick-access menu > Development > Experimental > User tours and select a tour, then click force the tour to be displayed again. All users will then see the tour when they next visit the relevant page.
After you have setup at least one tour you will be able to manage your existing user tours by going to Quick-access menu > Development > Experimental > User tours.
Within this page you can edit the name or description of a tour by clicking the pencil icon next to it.
The Actions column allows you to perform the following to the tour in the same row as the icons:
You may wish to import a user tour (perhaps if you have multiple Totara sites), this can be done from the user tours management interface. Before you can import you will need an exported tour file, which will have the extension .json.
You will then be shown the steps within the imported tour, so that you can edit them as desired.
The Totara Academy has a whole course dedicated to using Dashboards and basic theming in Totara. Here you can learn more on how to customise your site's appearance, see best practice, and give it a go yourself.