Task - Office 6.9

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

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

: Ensure the guide is detailed enough that little to no additional information is needed to perform the task. Task Office 6.9

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

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

: Navigate to the settings or gear icon and select Task Recorder .

: Add "Info steps" to describe actions that happen outside the application or to prepare the user for what's next. : Break long processes into sections (sub-tasks) to

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