Integration With Task Capture

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

The main topics are:

Document the flow from submitting an idea;
The Open Task Capture pop up window from the browser;
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;
Overview of the download options;
Document the flow in Task Capture;
Overview of the export and renaming options available in Task Capture;
Explain how the process looks in Automation Hub - Documentation section;
Explain how to overwrite the imported documentation if you have not closed Task Capture;
Explain how to close Task Capture;
Overview of the download ZIP file option;
Overview of the ZIP file content from the Documentation section;
Present the Preview option;
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.

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