: Navigate to the settings or gear icon and select Task Recorder .
: List any software versions or access levels required before starting. Task Office 6.9
: If your system allows, create a folder structure first to organize multiple versions or related tasks. 2. Recording the Process (Digital Systems) : Navigate to the settings or gear icon
: Add "Info steps" to describe actions that happen outside the application or to prepare the user for what's next. Task Office 6.9
: Give the guide a descriptive name and hit Start .
: Schedule time annually to revisit the guide and update it for any new system changes or process adjustments.