: Walk through the actual business process (e.g., "Create a New Customer"). The system will automatically record your clicks and entries.
: Give the guide a descriptive name and hit Start . Task Office 6.9
: Use clear, concise text. If the guide is part of a template, ensure instructions are clearly labeled. : Walk through the actual business process (e
: Break long processes into sections (sub-tasks) to make the final guide easier to follow. 3. Adding Annotations & Steps : Use clear, concise text
: If your system allows, create a folder structure first to organize multiple versions or related tasks. 2. Recording the Process (Digital Systems)
: Ensure the guide is detailed enough that little to no additional information is needed to perform the task.
: List any software versions or access levels required before starting.