Task Office 6.9 Direct
: Schedule time annually to revisit the guide and update it for any new system changes or process adjustments.
: List any software versions or access levels required before starting. Task Office 6.9
: Use clear, concise text. If the guide is part of a template, ensure instructions are clearly labeled. : Schedule time annually to revisit the guide
: 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 .
: Navigate to the settings or gear icon and select Task Recorder .