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How-to guides

These guides provide step-by-step instructions for common scenarios, including detailed explanations and code samples. They are divided into two categories: basic and advanced. The basic guides will help you get started with the core concepts of Argilla, while the advanced guides will help you explore more advanced features.

Basic

  • Manage users and credentials


    Learn what they are and how to manage (create, read and delete) Users in Argilla.

    How-to guide

  • Manage workspaces


    Learn what they are and how to manage (create, read and delete) Workspaces in Argilla.

    How-to guide

  • Create, update, and delete datasets


    Learn what they are and how to manage (create, read and delete) Datasets and customize them using the Settings for Fields, Questions, Metadata and Vectors.

    How-to guide

  • Add, update, and delete records


    Learn what they are and how to add, update and delete the values for a Record, which are made up of Metadata, Vectors, Suggestions and Responses.

    How-to guide

  • Distribute the annotation


    Learn how to use Argilla's automatic TaskDistribution to annotate as a team efficiently.

    How-to guide

  • Annotate a dataset


    Learn how to use the Argilla UI to navigate Datasets and submit Responses.

    How-to guide

  • Query and filter a dataset


    Learn how to query and filter a Dataset.

    How-to guide

  • Import and export datasets and records


    Learn how to export your Dataset or its Records to Python, your local disk, or the Hugging Face Hub.

    How-to guide

Advanced

  • Custom fields with layout templates


    Learn how to create CustomFields with HTML, CSS and JavaScript templates.

    How-to guide

  • Use Markdown to format rich content


    Learn how to use Markdown and HTML in TextField to format chat conversations and allow for basic multi-modal support for images, audio, video and PDFs.

    How-to guide

  • Migrate to Argilla V2


    Learn how to migrate Users, Workspaces and Datasets from Argilla V1 to V2.

    How-to guide