Before you start the Task recorder, you are advised to:

  1. Create the activity and add it to a flow.
  2. Have the activity description fully finished. This description is automatically copied to the task recording.
    Note: Later changes to an activity description must be manually copied to the related task recording!
  3. Prepare the data in your application. So, you can do a smooth recording.
  4. Try/test the steps to be recorded. So, you know exactly what/where to click, fill in, etc. during the recording.
  5. Prepare/write activity step descriptions, titles, and notes in a separate document, for example, in Notepad.
  6. Consider the use of subtasks in the task recording. If you want to include a subtask, make sure you know in advance:
    • How to name it.
    • After which step it starts/must be inserted.
    • After which step it ends.