> For the complete documentation index, see [llms.txt](https://docs.notionapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.notionapps.com/how-to-guides/how-to-guides-overview.md).

# How-to guides overview

How-tos are short jobs (about one or two screens). If a how-to needs more than \~400 words of “why,” that why belongs on the canonical page. This overview is a map, not a second manual.

| Job                                 | How-to (short)                                                                                                   | Canonical page                                                                                |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| First template / clone              | —                                                                                                                | Start from a template                                                                         |
| Validate email/phone                | Validate Email and Phone                                                                                         | Form (Add Item)                                                                               |
| Prefill a create form               | Prefill                                                                                                          | Form (Add Item)                                                                               |
| Sections / stepper                  | Organize Create Forms                                                                                            | Form (Add Item)                                                                               |
| Hidden screens                      | Open Screens Hidden From Navigation                                                                              | App Navigation                                                                                |
| User-property list filters          | Filter List Screens                                                                                              | Data restriction vs filters                                                                   |
| Nested / dynamic / URL list filters | Filter lists with groups and dynamic values                                                                      | Filtering, Sorting, or Grouping Items                                                         |
| Reuse a screen in the menu          | Reuse a Screen in Navigation                                                                                     | App Navigation                                                                                |
| Recalculate a formula or rollup     | [Recalculate calculated properties](https://docs.notionapps.com/how-to-guides/recalculate-calculated-properties) | [Formulas & Rollups](https://docs.notionapps.com/screens-and-components/formulas-and-rollups) |
| Mixed public/private                | Mixed portal                                                                                                     | Content + Users                                                                               |
| Client review in 15 min             | Client Review Hub                                                                                                | Client Portal + Topics that perform work                                                      |
| Metric / gallery / timeline / chip  | Matching how-tos                                                                                                 | View data components                                                                          |
| Custom CSS / font / JS              | Matching how-tos                                                                                                 | Appearance / Advanced                                                                         |

Do not add how-tos that retell Work Queue, sync, or the trigger catalog.


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# Agent Instructions
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```
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