Task Office 6.9 «Chrome Certified»

: Give the guide a descriptive name and hit Start .

: Walk through the actual business process (e.g., "Create a New Customer"). The system will automatically record your clicks and entries.

: Break long processes into sections (sub-tasks) to make the final guide easier to follow. 3. Adding Annotations & Steps Task Office 6.9

: Use icons, arrows, or circles within screenshots to highlight specific controls. 4. Finalizing and Maintenance

: Schedule time annually to revisit the guide and update it for any new system changes or process adjustments. : Give the guide a descriptive name and hit Start

: Use headings and parallel structure (e.g., "Create a profile," "Add an account") so users can find information quickly.

: Ensure the guide is detailed enough that little to no additional information is needed to perform the task. : Break long processes into sections (sub-tasks) to

If you are using a built-in Task Recorder (common in ERP systems like Dynamics 365):