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.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /help/course, /help/[slug], /admin/help · Guide last checked 2026-10-03

0 of 9 ticked · remembered in this browser

Preconditions

You have read the recording standards
A demo workspace with the data listed under "Before you record"
Course outline open; a lesson without a video chosen.

Steps

1. Plan from the outlineDo: 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.Expect: A lesson slug and a target runtime.Actual:
2. Read the scriptDo: 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.Expect: You know every click and sentence before recording.Actual:
3. Prepare the demo stateDo: Set the demo workspace to the state in "Before you record". Open the first screen listed in scene 0.Expect: The first frame is ready.Actual:
4. Record scene by sceneDo: 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.Expect: One take per scene is fine; scenes are cut together later.Actual:
5. Edit to the chapter listDo: 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.Expect: Runtime within about 20% of the plan; chapters match scenes.Actual:
6. Publish and hand overDo: 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.Expect: The guide shows the video; the outline shows the play icon.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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.

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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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