On the Toolsmenu, click Task Recorderto open Task Recorder toolbar.

Click the Start recordingicon located at the far left on the toolbar to start recording.

Complete the task that you want to record.

Examples of tasks to record are the purchase order cycle, the sales order payment cycle, or the production planning process.

Tip
Use the Capture screenicon on the Task Recorder toolbar to take additional screen shots at any time during the recording.

Click the Stop recordingicon on the Task Recorder toolbar to stop the recording.

In the Stop recordingform, click Yesto save the recorded sequence of steps and subsequently enter a suitable name for the recorded task. To easily identify the task later, you can also add a brief description of the task.