: Use headings and parallel structure (e.g., "Create a profile," "Add an account") so users can find information quickly.
: Navigate to the settings or gear icon and select Task Recorder . Task Office 6.9
: Once finished, stop the recorder and save the file to your PC or a shared library. : Use headings and parallel structure (e
: Walk through the actual business process (e.g., "Create a New Customer"). The system will automatically record your clicks and entries. : Walk through the actual business process (e
: Use clear, concise text. If the guide is part of a template, ensure instructions are clearly labeled.
: List any software versions or access levels required before starting.
: If your system allows, create a folder structure first to organize multiple versions or related tasks. 2. Recording the Process (Digital Systems)