The task recorder and task guides are an integral piece of the Finance and Operations help and training experience. Using task recorder, you can record actions that you take in the product's UI. When you use the task recorder, all of the actions that you perform are captured. The specific UI fields and controls that are used are also captured. Task recordings can be played as task guides. A task guide is a controlled, guided, interactive experience through the steps of a business process. The user is instructed to complete each step by means of a pop-up prompt (bubble), which will move across the UI and point to the UI element that the user should interact with. The bubble also provides information about how to interact with the element, such as Click here or In this field, enter a value. A task guide runs against the user's current dataset and the data that is entered is saved in the user’s environment.

This screenshot shows a user running the task guide to create a free text invoice: