Integration With Task Capture

This video presents how to use Task Capture in order to document an automation idea.

The main topics are:

1. Document the flow from submitting an idea;
2. The Open Task Capture pop up window from the browser;
3. Presentation of the Task Capture version that you need to have installed and what happens if you don't have the tool installed at all;
4. Overview of the download options;
5. Document the flow in Task Capture;
6. Overview of the export and renaming options available in Task Capture;
7. Explain how the process looks in Automation Hub - Documentation section;
8. Explain how to overwrite the imported documentation if you have not closed Task Capture;
9. Explain how to close Task Capture;
10. Overview of the download ZIP file option;
11. Overview of the ZIP file content from the Documentation section;
12. Present the Preview option;
13. Present the Continue documenting flow if you have clicked Download Task Capture.

Who has access:

As the tool can be opened from two different locations the access is given as follows:

• The page displayed after an Employee-driven idea was submitted

  The option is available for the idea submitter.

• The Documentation module under the Automation Profile page

  The option is available onlyfor the idea submitter and users assigned with editing rights for that specific Documentation page.