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Record your screen to show a problem

Record your screen (and your voice) for up to 5 minutes and send it in Team chat or a Help desk reply, instead of screenshots.

Where to find it: Team chat or Help desk → Record screen For everyone 2 min

Before you start

  • A computer with Chrome, Edge, Firefox or Safari.

The steps at a glance

1Open Team chat2Start recording3Choose what toshow4Stop and send5In a Help deskreply
Step 1 of 5
  1. In the menu on the left, tap Team chat. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KMenuHelp deskMailUploadsTeam chatLive chatBoardsDeadlines
  2. Next to the message box, tap Record screen (a screen with a red dot). Leave Include my microphone (talk while you record) ticked to talk, then tap Start recording.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KRecord screenInclude my microphone (talk while you record)Start recordingTeam chatRecord screenInclude my microphone (t…Start recording
  3. Your browser asks what to share. Pick a window, a tab or your whole screen and press Share. Then show the problem.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KShareTeam chatShare
  4. Tap Stop when you're done (or Pause for a break). Watch it back, then tap Send recording. Not right? Tap Record again.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KStopName (optional)Invoice page won't saveSend recordingTeam chatStopName (optional)Invoice page won't saveSend recording
  5. Open a request in Help desk and tap Record screen above the reply box. The customer can watch it on their request page.

    companyflowhq.com/ticketsCompanyFlowHQLeadsInboxCallsHelp deskMailUploadsTeam chatHelp deskSearch ⌘KRecord screenSend replyHelp deskRecord screenSend reply

✅ How do I know it worked?

  • A video player appears in the chat or on the request. Everyone who can see that chat or request can watch it.

⚠️ Common mistakes

ProblemIt says screen recording works on a computer.FixPhones can't record the screen from a web page. Use your phone's own screen recorder, then tap Choose a video.
ProblemOn a Mac, the recording shows nothing or won't start.FixIn your Mac's Privacy & Security settings, allow your browser to record the screen, then restart the browser.
ProblemIt says the space for screen recordings is full.FixDelete old recordings (Delete under the video). Recordings are removed automatically after 90 days.

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