Task Office 6.9 File

: Add "Info steps" to describe actions that happen outside the application or to prepare the user for what's next.

: Schedule time annually to revisit the guide and update it for any new system changes or process adjustments. Task Office 6.9

: Navigate to the settings or gear icon and select Task Recorder . : Add "Info steps" to describe actions that

: Use clear, concise text. If the guide is part of a template, ensure instructions are clearly labeled. Task Office 6.9

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

: Once finished, stop the recorder and save the file to your PC or a shared library.