Video / Screen Recording & Screen Capture

Video recording tools allow you to record video of your screen and voice over audio.  The main difference to Screen Sharing (discussed in the previous section) is that video recording is not for viewing in real time, it can be saved and viewed later.  Video editing usually includes editing and sharing capabilities.  In my opinion Screen Recording is one of the most underutilised collaboration tools.  It is a great opportunity for your organisation and a huge timesaver once you incorporate it into your workflow.  

There is a spectrum when it comes to video recording tools.  There is professional software for people who are looking to make lengthy video courses and professional presentations.  On the lower end of the spectrum there exist cheaper, no frills options designed for creating quick shareable tutorials and internal team instructions.  

Professional Screen Recording Tools

The most popular tool in the professional category is Camtasia by Techsmith.  It is a professional level tool that comes with powerful editing features.  Camtasia allows you to do things like layer audio and video tracks as well as annotations.  All sorts of effects can be added in like zoom in and fade away.  Video and audio can be edited to improve quality.  A full list of features can be found on the techsmith website.  The screenshot below shows the Camtasia interface.  You can see multiple video and annotation tracks along the bottom of the screen and editing features and effects in the left sidebar.

Lightweight Screen Recording Tools

For running remote teams, an easier and cheaper option is more lightweight software like useloom.  Useloom is free software that allows you to quickly and easily record your screen and voice over audio.  It comes with basic editing features compared to Camtasia but for the purposes of creating quick demonstration videos it has everything you need and is easier to work with.  Loom can also be run as a browser extension in Chrome, once inside your Chrome browser you can start recording what’s on your screen with the click of a button.  Loom has detailed instructions as to how to install and use their browser extension for chrome here

Possibly the best feature of Loom is that when you finish recording your video is automatically uploaded to your Loom account in the cloud and you are provided a link.  You can then quickly share this link with whoever you want to view the video.  Furthermore you can then track if the video was viewed and how many times.  Below is a screenshot showing my recording library in Loom which I can easily access and share.

We have been long term users of loom and we have found that it has saved us a lot of time and increased accuracy and efficiency.  Often you sit down and start writing an email to describe something, but then realise you could just record a quick video of your screen.  We also have a database of videos that we have already recorded showing how certain repetitive tasks are done.  The same applies for client recordings. This can be a better option than screen share, since it can be recorded and viewed at more convenient times.  This shows clients work that has actually been done or uncovers issues for them that they can see for themselves and share with colleagues.

Screen Recording in ClickUp

Recently ClickUp, our project management tool added screen recording as a tool as well.  This has been great for us, as we can record a screen record from inside a task, with the click of a button.  It also allows us to minimise the number of different applications we use.  Another reason we recommend ClickUp. 

Screen Capture Tools

Windows comes out of the box with ‘Snip and Sketch’.  This is a fairly basic tool, but for most of your needs will be sufficient.  It allows you to capture what’s on your screen and draw over the screen highlighting certain things.  

There are many tools you can use for Screen Capture.  The one I use again comes out of ClickUp.  It has some great features that Snip & Sketch doesn’t include.  Most of the screenshots in this article have been taken using the ClickUp Screen Capture, which allows me to blur parts of the image and create coloured boxes to highlight and number elements.