Recording in ClickLearn Attain allows users to effortlessly capture their interactions within any application to create detailed, step-by-step training materials. The built-in ClickLearn Recorder automatically identifies and records user actions such as clicks, typing, and mouse movements. These actions are then transformed into clear, illustrated instructions with cropped screenshots highlighting key interface elements.
Whether you’re recording a simple form submission or a complex multi-system workflow, the ClickLearn Recorder helps you create learning content that’s easy to understand and ready for reuse.
Once a recording is complete, it can be opened in the ClickLearn Editor to refine and enhance your content, adding text, notes, images, and more. This seamless process helps organizations produce accurate, consistent, and engaging training content for onboarding, process documentation, and user education.
Best Practices Before Starting the Recording
Before pressing the record button, proper preparation ensures a smooth, accurate, and professional recording. Follow these pre-recording guidelines to minimize errors and rework:
System and Environment Setup
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Set your screen scaling to 100% for accurate screenshots.
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Set your screen resolution to 1920x1080 for best image clarity and alignment across all output formats.
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Restart your computer before starting to ensure optimal performance.
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Close or minimize unused applications to prevent pop-ups or distractions.
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Use a clean desktop: hide files, minimize the taskbar, and use a standard wallpaper.
Recording Preparation
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Ensure you have access to all necessary systems and environments (training, sandbox, or development).
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Verify that all required data is available for the process you are recording.
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Familiarize yourself with the entire process before starting.
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Decide the recording scope, whether you’ll capture the entire workflow or individual steps.
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Choose the correct UI language that matches your project requirements.
Proper setup ensures a clean recording that accurately and professionally reflects the actual process.
Best Practices During Recording
Once you begin recording, focus on clarity, consistency, and control. These during-recording best practices help you maintain recording quality and minimize editing time later:
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⚠ Wait for the green rectangle to appear before clicking; it ensures your action is captured correctly. If you click before the green rectangle appears, your step will NOT be recorded correctly, and you’ll have to recapture it, which takes longer than simply waiting. Think “1....2” before each click to give the system time to detect your action.
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Avoid using the Tab key for navigation; instead, click directly on elements.
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For mouse movements, press Ctrl + Shift after the green rectangle appears.
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Maintain a steady rhythm, don't rush your actions.
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Use generic application settings and standard navigation for consistency.
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If needed, pause the recording using the sidebar to fix or prepare steps.
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Stay focused on the task, avoid switching between apps during recording.
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To end the recording, press both Ctrl keys together or stop it from the sidebar.
These habits ensure your recordings are clean, structured, and easy to edit later.
Steps to Start a New Recording
Here’s how to create your first recording in ClickLearn Attain:
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Open ClickLearn Attain on your system and navigate to the Recordings screen and click Start new recording.
- Enter a name for your recording and click Next.
- Choose a recording mode – Automatic (continuous) or Single-step (one at a time).
- Wait for the recording panel to appear (this may take a few seconds). Click the play button; it will start the recording.
- Always wait for the Green Rectangle. Once it appears, count “1–2” before clicking to ensure the action is properly captured. If you don’t wait, your step might not be recorded, and you’ll have to redo it.
- Note: If you click too quickly and don’t wait for the green box, you might see only the word “Click” captured in your step, this means your action wasn’t fully recorded. Delete this misclick step and re-record it properly. The recorder control panel will often insert itself to alert you about this, don’t ignore that alert!
- If needed, click Pause to take a break or fix anything.
- To finish, click Stop Recording.
Your recording will automatically save and appear in your Recordings list. You can import existing recordings anytime using the Import Recordings option.
Common Issues and Solutions
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If the green rectangle doesn't appear, it could be due to the application's design or the connector. Wait a moment or contact ClickLearn Support if the issue persists.
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To properly detect Excel cells, make sure to use the correct Excel connector.
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Ensure the recorder checks for the required connector before starting to record user actions in the application.
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If the relevant connector is not found, the recorder will use the default Windows connector, which may not capture the desired output.
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In case the Windows connector icon appears during web application recording, clear your browser's cache and restart the recording.
How to Edit Your Recording
After you’ve recorded your steps, it’s time to refine them in the ClickLearn Editor. To access the editor, open your project and locate your recording. In each recording line, you’ll see the Edit button, click on it or double-click the recording to open it. You can also right-click the recording and select “Edit” from the context menu.
Editing ensures your instructions are accurate, visually consistent, and easy for users to follow.
Types of Editors in ClickLearn Attain
ClickLearn Attain provides multiple editors to help you customize content for various output formats:
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Written Editor: For creating text-based documentation. This is your “master editor.” Any changes made here will be reflected across all content outputs. It’s recommended to make your edits primarily here and use the Video and Assist editors to preview how those edits appear in different formats.
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Video Editor: Allows you to fine-tune your videos and get a preview of what they look like.
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Assist Editor: Allows you to customize the content and settings of the assist experience for your recordings.
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Flow Editor: Allows you to add questions in your recordings that redirect users to specific steps based on the selected answer.
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Data Editor: Allows you to edit the data values used in your recordings.
Each editor is designed to serve a unique purpose, whether it’s creating manuals, walkthroughs, or visual guides, giving you full control over the learner experience.
Now, let's look at some must try written editor functions.
How to Summarize Your Steps in the Editor
Summarization condenses lengthy recordings into concise overviews.
For recordings with 200+ steps, summaries highlight key actions and essential insights without overwhelming the user. This feature helps reviewers or learners quickly grasp the purpose and flow of the task, saving time while retaining clarity.
How to Add Narration in the Editor
ClickLearn Attain’s PowerPoint Narration feature allows you to bring your presentations to life with AI-generated voiceovers.
This tool automatically converts the text on your slides into a natural-sounding narrative, helping you create engaging and accessible presentations without manual recording.
By integrating narration, you can ensure consistent tone and pacing across your training materials, ideal for remote learners or multilingual audiences.
How to Add AI Avatar in the Editor
AI Avatars transform written text into realistic, human-like video narrations.
Tools like Synthesia and Colossyan let you choose from a range of avatars, voices, and languages to personalize your learning content.
To get started:
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Click on the button Settings and click on the button Text-to-speech settings and retrieve your API key and add it to your ClickLearn settings.
- Preview voices and avatars.
- Apply them to your training videos for dynamic, multilingual delivery.
AI avatars save time, reduce production costs, and make learning experiences more relatable for users worldwide.
Conclusion
Recording in ClickLearn Attain is a powerful, intuitive process that empowers teams to create effective training and onboarding materials quickly. By following best practices, using the right editor tools, and exploring AI enhancements, you can deliver localized, engaging, and professional learning content that drives user adoption and confidence.
ClickLearn turns every workflow into an easy-to-understand story, all starting with one simple click on Start Recording.
