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ScreenSteps Documentation » ScreenSteps 2.9 » Creating a Lesson

Topics

  • Getting Started 9
    • New Features in ScreenSteps 2.9
    • Learn About The Blue Mango Learning Systems Customer Support Methodology
    • Creating a Lesson
    • Key ScreenSteps Concepts
    • Display Overview
    • How ScreenSteps Deals With Large Images
    • Registering ScreenSteps With a Serial Number
    • Registering ScreenSteps With a ScreenSteps Live Account
    • Upgrading from ScreenSteps 1 to ScreenSteps 2 Pro or Standard
  • Capturing Images 11
    • Capturing Images Using the Global Key Command
    • Using the Capture Tool
    • Using the Capture Tool Delay
    • Using the Capture Palette
    • How to Update Images in a Lesson
    • Using the Clipboard Recorder
    • Importing Images Into a Step
    • How to Capture a Menu
    • Using SnagIt with ScreenSteps
    • Dragging and Dropping Images Onto Lessons
    • Embedding Video in a Step
  • Editing Steps 14
    • Formatting Text
    • Insert a Link to a Web Page Into Your Lesson
    • Insert a Link to Another Lesson in the Same Manual
    • Removing a link from your text
    • Annotating Images
    • Using the Blur Tool
    • Cropping Images
    • Image Tools
    • How do I Change the Layering of Annotations?
    • How do I Check Spelling?
    • How do I Search for Text in a Lesson?
    • What is Lesson Status?
    • Setting the Draft Status of a Lesson
    • Reordering Steps in a Lesson
  • Exporting and Templates 12
    • Exporting Lessons
    • Getting Started With a ScreenSteps Live Account
    • Configure ScreenSteps to Upload Lessons to Your Blog
    • Uploading a Lesson to a Blog/Wiki
    • Configuring a Clarify-it.com account
    • Assigning a File Name to use for a Lesson or Manual
    • Selecting Word, PDF and HTML Templates for Lessons
    • Changing/Setting the Default Template
    • Overriding the Default Template for a Lesson
    • How Can I See Which Web Servers I've Uploaded a Lesson To?
    • Breaking a Link Between a Lesson and a Web Server
    • How to insert a ScreenSteps Lesson into a forum post or other web application
  • Exporting to the System Clipboard 6
    • Exporting a Lesson to the Clipboard as HTML
    • Exporting a Lesson to the Clipboard as PDF
    • How do I Specify Which Template Is Used When Exporting To Clipboard?
    • How do I paste the path to the PDF file into a file selection dialog on OS X?
    • How do I paste the path to the PDF file into a file selection dialog on Windows?
    • Why don't images show up in emails I send that I pasted a lesson into?
  • Searching/Filtering Lessons 1
    • Searching in Tag Mode
  • Tags 5
    • How Do I Tag a Lesson?
    • How Do I Tag Multiple Lessons Quickly (Using the Tag Palette)?
    • How do I delete tags from a lesson?
    • How do I delete all instances of a tag from my library?
    • Tagging Tip - Dragging Lessons Onto Tags in Tag Mode
  • Manuals 6
    • How to Create a Manual and Stub Out Lessons
    • Adding Existing Lessons To Manuals Using the Lesson Palette
    • What are Draft Chapters?
    • How do I reorder Chapters?
    • Exporting a Manual to Word, PDF or HTML (Pro only)
    • Choosing a Template for a Manual (Pro only)
  • The Library Folder 6
    • Introduction To The ScreenSteps Library
    • Creating New Libraries
    • Opening Libraries
    • Renaming a Library
    • How to Move a Library From One Computer to Another
    • Importing a Library
  • Customizing Output 5
    • Configuring HTML and Blog Templates
    • Customizing PDF Output
    • The ScreenSteps Templates Folder
    • Customizing HTML Templates
    • Updating Your Templates
  • Additional Topics 13
    • Editing Images in an External Editor
    • How to copy an image to the clipboard
    • Importing a Plain Text File Into a Lesson
    • Syncing Image Filenames to Step Titles
    • Using Split Step
    • How to Split a Lesson in Two (Create Two Smaller Lessons Out of One Large Lesson)
    • Duplicating Lessons and Manuals
    • Uploading HTML Lessons to Your Mobile Me or .Mac Site
    • Sharing ScreenSteps Lessons with Other Users of ScreenSteps
    • How do I Resize an Image Without Resizing Annotations?
    • How do I Copy Steps Between Lessons?
    • Where Is The ScreenSteps Preference File Stored?
    • How to have ScreenSteps automatically check for updates

Quicklinks

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  • View forums
  • Submit a help request
  • Contact us
  • Retrieve a lost license key

Last Updated

May 10, 2011

Download Manual PDF

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

Comments

4 comments for this lesson

  • Prev: Learn About The Blue Mango Learning Systems Customer Support Methodology
  • Next: Key ScreenSteps Concepts

Creating a Lesson

Learn how to create a lesson using ScreenSteps 2.

Select New Lesson

Media_1289837035581_display

To create a new Lesson, click on the New Lesson button.

Edit Lesson Title

Edit_lesson_title_display

A new lesson will be created and opened for editing. Click on the lesson title to edit it.

Media_1268345007379_display

Capture Images/Create Steps

Capture_imagescreate_steps_display

There are several ways to create new steps:

  1. Click the Step button - this creates a blank step.
  2. Click the Capture button to capture a screenshot and create a new step. You can also open the Capture Palette by clicking on the arrow next to the camera.
  3. Turn on the Clipboard Recorder. Any image you place on the system clipboard will be added to your ScreenSteps lesson.

Add Some Text

Add_some_text_display

Here you can see that I have captured an image. A step has been created. You can add a step title (1) and/or step instructions (2). Just click on the fields to edit them.

Annotate Images

Annotate_images_display

Select an image by clicking on it.

Media_1289837111010_display

You will see the image annotation tools appear in the toolbar. Select the tool you want to use and draw on the image.

Adjust Annotations

Adjust_annotations_display

Open the Inspector palette to adjust the color, thickness and other annotation parameters.

Media_1268345514963_display

Here I have used the rectangle tool.

Saving and Other Stuff

Media_1289837159527_display

Don't worry about saving. All of your changes are saved as you make them. Some additional things you might want to do are:

  1. Export the lesson to HTML, PDF, to your own blog/wiki, Word (Pro only) or to ScreenSteps Live.
  2. Share the lesson using ScreenSteps.me or by copying it to the system clipboard as HTML or PDF.
  3. Add tags
  4. Enter a description for the lesson
  5. Go back to the Lesson Library (that is where you can see all of the lessons you have created)
  • Prev: Learn About The Blue Mango Learning Systems Customer Support Methodology
  • Next: Key ScreenSteps Concepts

Comments (4)

crystal monet Wednesday Aug 25 at 02:17 AM

My line and arrow annotations will not go past the outer line of the graphic. In this lesson it appears that it does. I have a lot of text and graphic images outside of my target image so there isn't any white space to pull the arrow into. How do I do this?

Trevor DeVore Wednesday Aug 25 at 02:22 AM

@crystal: Annotations cannot currently be drawn outside of the image itself. The annotations you see in this lesson are drawn on screenshots of the ScreenSteps interface.

If you need more space around the image you will need to take a larger snapshot or add white space using an external image editor. If you right-click on an image there is an option to edit it in an external editor.

Being able to add white space around images from within ScreenSteps is planned for a future version.

Steve Tuesday Aug 23 at 01:26 AM

Is there a way to place text next to an image? Instead of being able to add the step at the bottom of an image can you place it literately to the sides of images.

E.G. ( text IMAGE text)

If the answer is no, then are their ways to actually insert text blocks in screensteps?

Thank you

Blue Mango Tuesday Aug 23 at 05:57 AM

@Steve-

You can't position text to the side of an image in the editor. But you can position the image to the right of the text in HTML or PDF exports.

See here for HTML template configuration:

http://help.bluemangolearning.com/s/screensteps/m/screensteps/l/2415-Configuring-HTML-and-Blog-Templates

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