My Roof CRM

Produce a tutorial video from a guide, step by step

The end-to-end workflow for video editors: pick the lesson, prepare the demo data, record each scene from the shot list, edit to the chapter list, publish, and hand the link to the admin.

Intermediate 10 minTesters & video team, Platform administrator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

One lesson equals one video. The course outline is the playlist plan with planned runtimes; the Video script tab of each lesson is the shot list and teleprompter. Follow the scenes in order and you cannot drift from the written guide, which is what keeps the written and video versions in sync.

By the end you can

  • Plan a video from the course outline
  • Record scene by scene from the script
  • Edit, publish and get it attached

Before you start

  • You have read the recording standards
  • A demo workspace with the data listed under "Before you record"

Screens used

Step by step

  1. Plan from the outline/help/course

    Open "Full course outline". Note the module order, each lesson's planned runtime and which lessons already have a play icon (a video exists). Pick the next lesson without one.

    You should see: A lesson slug and a target runtime.

  2. Read the script/help/[slug]

    Open the lesson and click "Video script". Read "Before you record", the shot list table (scene, time, screen, on screen, narration) and the narration in order. Click "Copy script as Markdown" to load it into your teleprompter.

    You should see: You know every click and sentence before recording.

  3. Prepare the demo state/help/[slug]

    Set the demo workspace to the state in "Before you record". Open the first screen listed in scene 0.

    You should see: The first frame is ready.

  4. Record scene by scene/help/[slug]

    Record the intro over the first screen. For each step scene: perform the "On screen" action while reading the narration, then hold until the "Show before cutting" result is visible. Record the outro on the final result.

    You should see: One take per scene is fine; scenes are cut together later.

  5. Edit to the chapter list/help/[slug]

    Assemble scenes in order, add the title and end cards, trim dead time to hit the planned runtime, and add the chapter markers from "Copy YouTube chapters", corrected to the final timestamps.

    You should see: Runtime within about 20% of the plan; chapters match scenes.

  6. Publish and hand over/admin/help

    Export and upload per the recording standards (unlisted first). Send the link, the lesson slug and the final chapter list to the admin, who attaches it in Admin → Help videos.

    You should see: The guide shows the video; the outline shows the play icon.

Tips

  • If a step in the guide does not match the product while you record, stop and report it like a tester would (slug, step, expected, actual). Do not improvise around it; the guide is fixed first.

Related lessons

Attach tutorial videos to help guides

Paste a YouTube, Vimeo, Loom or direct video link onto a guide from the admin panel, order multiple videos, edit or remove them, and see the result on the public guide.

Platform administrationIntermediate5 min

How to use this help center

Search, browse by module or role, follow the course in order, mark lessons complete, print a guide, and switch between the Guide, Video script and Test checklist tabs.

For testers & video producersBeginner4 min

Recording standards for tutorial videos

Resolution, browser setup, demo data, narration style, pacing, chapters, thumbnails and the file naming every My Roof CRM tutorial follows so the series feels like one course.

For testers & video producersIntermediate8 min

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