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How To Document Processes Using Loom

how to document your sops using loom
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Does writing out a step by step procedure have you running for the hills?

Or even worse, is the time it takes to write these SOPs a barrier to you delegating and getting them off your to-do list for good?

If you’re not already using Loom life is about to get a lot easier for you! You might be vaguely familiar with the screen recording tool, but have you considered how it could revolutionise the way you document your processes? Loom videos complement SOPs since they make explaining procedures clearer. Because Looms are easily shareable and can be referred back to, they aid communication and coordination between team members, allowing an employee to understand what needs to be done by seeing it in action while they listen to (or watch) you describe it.

A Beginners Guide to Loom

Here’s a guide overview of the basics you should know to document your processes via Loom, with links to the respective pages in their Help Center for more in-depth information. Be sure to check out the Help Center for any more questions you might have and to learn how to edit, share and access analytics along with more advanced tips once you know your way around.

HD Recording: When you are on the Business (or Enterprise) plan, your desktop app recordings can be captured in Full HD, from 1080p up to 4K. With the Chrome extension, the average video quality is 720 p. However, this works best when your device meets system requirements (webcam quality and screen resolution) and is paired with a high-speed internet connection.

Time Limits: On Loom’s Starter plan, you can only record videos up to 5 minutes long. You’ll notice a timer under the Stop button on the left side of your screen (this can be turned off in your desktop preferences as it shows in the recording). With the Starter plan, the timer will count down from 5:00 until you either stop the recording or it reaches the end (you also can pause the recording). However, the Business plan allows for recordings up to 6 hours long so the timer will start from 0:00. Once your recording has finished, the share page will automatically open.

Storage: The Starter plan has a storage limit of 100 videos or screenshots, while the Business plan’s storage space is unlimited. However, neither plan has an expiration date for the storage of Looms.

Highlight Cursor: Highlighting mouse clicks helps bring attention to the action you’re performing, and you can toggle it on/off in your desktop preferences.

Drawing Tool: The drawing tool is a great feature for desktop users where you open a recording and hover over the ‘start-stop’ icon to reveal the drawing symbol. From that point, all you have to do is select the pen thickness and colour, then you can draw or annotate where you please. Keep in mind that any drawing will disappear after 5 seconds to keep your screen clear.

Keyboard Shortcuts: Save time down the track by memorising frequently used shortcuts.

Recording Internal Audio: If part of your process means you need to record the audio from a Youtube video, Zoom meeting, webinar or another browser player as part of your Loom, figure out how to do capture that through this link.

Loom Cost Options

Loom has two main plans: the Starter plan (which is free) and the Business plan for $8 (in USD per user per month, billed annually). Note, they also offer Education and Enterprise plans. The big difference between the Starter and Business plans is that the paid version offers more features. No matter what plan you’re on, you can access Loom from three different platforms that each have their own distinct advantages.

Loom Applications

1. LOOM FOR YOUR DESKTOP

The desktop application allows you to enable the camera recording across any application (not just your internet browser), has the capabilities for high-def recording (if your device is compatible), as well as access to other features that are only available when you’re on a paid plan (e.g. the drawing tool and cursor highlights).

2. THE CHROME EXTENSION

Loom’s Google Chrome extension is as easy to use as it is to install. You can quickly record by choosing between camera only, screen only or screen and camera capture modes. However, this will work best if Google Chrome is your browser of choice since you can’t record your camera outside of Chrome on the extension.

3. LOOM FOR iOS

If you ever need to document something while you’re out and about, you can do so on Loom’s iOS app. Record with your screen or camera, then share it straight to Slack, Gmail, Messenger and more. Unfortunately for you Android lovers, you’re gonna have to wait for their Android app to launch (it’s currently in closed beta mode) since this app is only compatible with Apple devices.

Using Loom to Document your Processes

Next time you’re working on a task you have identified as one you’ll outsource, or adding instructions into your project management tool (i.e. Trello, ClickUp) simply record the task as you do it.

We suggest short videos which makes it easy to re-record in the future that task or part of the process changes.

If you keep your video resources in Vimeo or YouTube already, simply download your loom and add it to your existing resources.  Everything in one place!

the-business-managers-toolbox-tools

Finally, there are a few things to consider as you are sitting down to document your processes. You can prepare for a Loom as much or as little as you want, it will depend on the process you are recording and who will have access to it.

If your clients may view the Loom at some point, it’s a good idea to write a short script or outline before you record so you make fewer mistakes, are clearer in your description and avoid time wasted on tangents or pauses.  I’d also suggest branding your Loom in a video editor (or Canva!) with an intro and outro.  This adds a level of professionalism to your content.

If the Loom is just a quick explanation for an employee, going off-the-cuff adds some personality and gives a more casual tone.

To improve the efficiency of a Loom, ensure any tabs that you’ll need are already open to reduce loading time but close all unnecessary tabs that will slow down your browser. Obviously, a quiet background and a stable internet connection will make all the difference in quality, but you can’t always control those conditions when you have to record and share something on a time crunch.

 

Tools like Loom help to improve your business productivity.  Click here to download our free guide ‘The Business Managers Toolbox’ for more examples of tools we use. 

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