Record a Workflow

Who records workflows?

Subject Matter Experts (SMEs) usually record workflows. An SME records the workflow using the built-in screen recording tools on a device like the one Learners use, or on another approved device. The recording gives the design team the screen actions and the spoken explanation needed to build a Lesson.

How do you prepare to record?

Set yourself up for success before you record. Complete the following preparation.

Preparation	What to do
Match the device	Use the same type of device the Learner will use whenever possible. This gives a clean visual match and a more accurate match to the Learner experience.
Set a standard resolution	If you record on a computer, set a standard screen resolution, such as 1920x1080 or 1366x768. Make sure all SMEs use the same setting for consistent video.
Enable recording features	Make sure your device has screen recording and microphone features enabled. If it does not, use a device that does.
Plan file transfer	Choose a way to transfer the recording as an .mp4 file from the device to a shared storage location.

How do you record the workflow?

Step	Action
1	Open the application on the same type of device Learners will use. Maximize the application window.
2	Go directly to the start of the workflow. You do not need to start from the application home screen.
3	Start your screen recording tool with microphone input enabled. Insert image here: s2_03_img01_screen-recording-toolbar.png — The device screen recording toolbar with microphone input enabled; highlight the record button and the microphone toggle. Alt: A screen recording toolbar with the record button and microphone input highlighted.
4	Work through each step of the workflow. Explain your actions aloud as you go.
5	Stop the recording when you finish, then save the video file.
6	Transfer the video file to the designated storage location.

How do you upload the recording to Skyllful Studio?

A recorded workflow is a source video. Upload it to the Source Videos tab of the Video Library in Skyllful Studio.

Step	Action
1	In Skyllful Studio, open the Video Library.
2	Select the Source Videos tab.
3	Drag your .mp4 file into the Video Upload area, or select it to browse for the file.

Note: The Video Upload area accepts files up to 1 GB. To upload from a mobile device, scan the QR Code shown on the Source Videos tab.

What makes a good recording?

A good recording includes both your screen actions and a clear voiceover. When you explain each action as you perform it, you give the design team everything they need to build an accurate Lesson.

Important notes

Save recordings in .mp4 format. Keep the screen resolution the same across all SMEs so the videos match. Record on the same type of device the Learner will use whenever possible.

What if you cannot record or upload?

Contact your Local Administrator first. If your Local Administrator cannot resolve the issue, submit a case through the Skyllful support portal.

[LINK TO: Capture Content] — An overview of ways to capture screens and workflows in Skyllful Studio.
[LINK TO: Capture an App] — How to capture screens directly from an application.
[LINK TO: Best Practices for High-Quality Screen Captures] — How to capture clean, usable screens.

^{Last Reviewed: July 29, 2026 | Skyllful Knowledge Base | Subject Matter Experts, Content Developers, Instructional Designers}