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How to Use Loom: 10 Screen Recording Use Cases

How do you ensure seamless knowledge transfer and collaboration across your workplace? Even without considering the complexities of remote and hybrid setups, it’s a tough nut to crack.

People rarely have time to read lengthy documentation, meetings eat into focus time, and the back-and-forth of instant messaging is bothersome at best and a productivity killer at worst.

Thankfully, there’s another way to ensure crisp, clear communication that doesn’t disrupt anyone’s day: screen recording.

Screen recording software can prove useful in various scenarios. Imagine a salesperson creating a quick video showcasing a product feature for a client. Similarly, a marketing team could record a social media campaign mockup to share with stakeholders for feedback. An HR team could strengthen the onboarding process using pre-recorded videos and increase retention by 82% by effectively communicating the key concepts, workflows, and company culture to new hires.

Examples of popular screen recording software

Loom is a popular screen recording tool. It helps you capture exactly what’s on your screen— documents, website layouts, and design mockups—and complements the information with descriptive voiceovers.

It also lets you record your screen along with your webcam feed. This creates a picture-in-picture effect where your face appears in a smaller window or a camera bubble while you demonstrate or explain what’s on the screen. This is a great way to add a personal touch and build rapport with your audience.

But work doesn’t happen in silos. Workflows have evolved to include more collaboration on projects even when the teams are in different time zones or are working remotely. That is, we need a more integrated approach. Enter ClickUp Clips, a built-in screen recording feature within the ClickUp project management platform

ClickUp Clips
Record your entire screen or specific tabs and windows with voiceover via ClickUp Clips and easily attach them to a comment, Task, or Doc in ClickUp for complete context

ClickUp Clips can capture demonstrations and explanations given on your computer screen, all while keeping everything neatly organized within specific projects and tasks. The best part? ClickUp acts like an all-in-one workspace where you can manage any task and project from initiation to completion. 

Let’s explore how these screen recording tools will help you enhance your communication and make it more effective.  

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10 Loom Screen Recording Use Cases

Here are 10 scenarios where tools like Loom and ClickUp Clips can transform team and client communication. 

1. Quick software demos

Lengthy text documents with impersonal screenshots are useless if you want to win and keep customers for your software products.

ClickUp Clips, a screen recording tool with no watermark, lets you create quick and engaging software demos within the ClickUp platform. You can walk clients or teammates through the program’s features visually. 

ClickUp Clips makes it easy to create video recordings of specific app functionalities and user interactions, ensuring your demos are focused and informative. You can share your Clips recordings directly within ClickUp Tasks, keeping all communication and training materials conveniently organized and searchable.

ClickUp Tasks
Turn videos into Tasks, assign the Task to relevant team members, and add Custom Statuses to track progress on ClickUp

2. Providing personalized customer support

Generic support emails don’t have the personal touch that most clients expect. So, you can walk customers through troubleshooting steps one-on-one with a screen recording tool. You can record a screencast demonstrating how to resolve a customer’s issue. It can also serve as a knowledge base resource that your support team can refer to for solving similar issues.

Loom’s drawing tool allows you to highlight key elements on the screen during your recording session for enhanced clarity. 

via Loom

You can tweak the recording settings to even record videos directly within a support ticket to personalize the support experience, leaving customers feeling valued and resolving issues faster.

3. Remote onboarding for new hires

Give a virtual tour of the company’s software and workflows for a smooth onboarding experience. 

Leverage ClickUp Clips to create a comprehensive video tour of the company’s existing software and workflows. Right from the remote interview stage, new hires can visually learn about key tools, navigate different functionalities, and understand your team’s processes. 

ClickUp Clips also integrates with ClickUp Tasks and ClickUp Docs to embed relevant training materials alongside your video walkthroughs. 

4. Creating explainer videos for marketing campaigns

Did you know that your social media audience retains 95% of the information when it’s communicated via video as compared to 10% when they’re reading it in text?

Let go of information-dense posts for your campaigns and engage your audience with clear and concise video explanations of your product or service. 

Loom’s Chrome extension lets you create short, engaging screen recordings that present your product or service in action. You can begin recording right from your browser!

Chrome Extension with Loom
via Loom

Walk viewers through key features, explain complex concepts visually, and add narration to give a personal touch to your Loom recording. 

Loom allows you to record concise videos using snippets of your screen easily. String these snippets together in Loom to create a polished explainer video that keeps your audience engaged and informed.

5. Providing remote technical support

Are you having trouble explaining complex troubleshooting steps over text or phone? Start recording your screen while walking users through the process. You can point out specific buttons, demonstrate actions, and even highlight areas of confusion on the screen itself. 

ClickUp Clips can be combined with Loom to ensure users get the help they need quickly and efficiently. This improves customer satisfaction and reduces the volume of repetitive support tickets that your team must handle.

6. Creating video tutorials and digital products

Online course creators can transform complex concepts into engaging video tutorials. 

Record your full screen using ClickUp Clips to guide viewers through each step. 

ClickUp Clips lets you zoom in on specific elements of YouTube videos, record them, add annotations for emphasis, and even narrate your recordings directly within the platform or browser. 

In fact, ClickUp Brain, ClickUp’s built-in AI assistant, can be paired up with Clips to automate audio transcription from your meetings and screen recordings.

ClickUp Brain
Generate transcription of audio using ClickUp Brain

You can easily share your video clips with team members or use them as digital products that you can sell or distribute. 

7. Documenting design handoffs

ClickUp Clips is perfect for demonstrating micro-interactions or animations with exceptional clarity. This makes it highly suitable for effortless design handoffs where no detail gets lost in translation.

Walk developers through your design mockups or prototypes and clarify doubts simultaneously.  Zoom in on specific elements with ClickUp Clips’ annotation features and use voice narration to explain your design decisions and thought processes to achieve great results. 

ClickUp Clips
Download Clips, embed them within a task, or send public links to share your videos with your team 

ClickUp’s Clips Hub lets you store all your Clips in one place for easy reference. Turn any design handoff Clip from the Hub into a ClickUp Task for your development team so that developers have the complete context they need. This reduces the risk of miscommunication and ensures a smoother design handover.

8. Creating visual case studies

When you put your heart and soul into developing a product or service, you always want to know who bought your solutions and how they benefited from it. Case studies from customers not only highlight the impact of your product but also give you valuable feedback on how to improve it. 

What’s more? You can use them as social proof to bring in more business!

Loom helps transform lengthy case studies and customer feedback responses into interactive, evergreen assets. This helps you demonstrate the success of your product or service with real-world examples. 

Record a video of your screen as you describe how your product or service was used by a real customer and why they loved it. There’s also a pause button on the left-hand side of the interface to regain your footing if you stumble mid-recording! And when you’re ready to record again, just press the restart button.

Visual case studies
via Loom

You can share these compelling video case studies on your marketing microsite, social media, or sales pitches to build trust and credibility with potential customers.

9. Recording online lectures or presentations

The post-pandemic era has made flexible learning very popular. A video-sharing tool makes knowledge sharing easy. 

Educators can record lectures, presentations, or training sessions directly from the screen. Loom’s interface lets you easily switch between your slides and presenter view. 

You can share your Loom videos with students or colleagues, allowing them to learn independently. Loom’s desktop app even lets you add timestamps and calls to action to guide viewers through key points and resources. Students can also speed up or slow down the video’s pace for better comprehension.

10. Creating video customer testimonials

Your customers can record video testimonials directly on their screens, showcasing how your product or service helped them succeed.

Loom’s webcam recording feature allows customers to share their personal stories, building trust and credibility with potential customers. 

Loom’s video editing capabilities enable the addition of text overlays or calls to action, making your video testimonials impactful.

Loom's webcam recording
via Loom

As you’ve seen, there are many innovative use cases for screen-recording apps like Loom and ClickUp Clips. But there’s a good way and a better way to use them.

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Loom Best Practices

Here are some best practices to ensure that your video presentations are clear, concise, and leave a lasting impression:

  • Speak clearly and with confidence: Enunciate your words and avoid speaking too quickly. A conversational tone works well, but eliminate filler words like ‘um’ and ‘like’.
  • Microphone check: Double-check your microphone quality before recording, as background noise or a muffled mic can be distracting for viewers
  • Embrace natural light: Natural light is always a flattering choice; avoid strong overhead lighting, as it can create harsh shadows
  • Dress for success (even on video): While you don’t need a suit and tie, dressing professionally creates a good first impression, especially if it’s a client-facing presentation
  • Visual clarity is key: Only share the relevant tabs or applications on your screen. Use the screen recording tools to zoom in on the specific elements you want to highlight
  • Less is more: Keep your recordings concise and focused. Avoid unnecessary rambling, and stick to the core message you want to convey
  • Trim to perfection: Use the trimming tools to remove unwanted sections, pauses, or verbal fillers, ensuring a polished final product
  • Captions for all: To improve accessibility for viewers with hearing impairments or a noisy environment, add captions to your videos
  • Polish your work: Take advantage of the basic editing features to fine-tune the small details, such as adding a title card or including a call to action at the end
  • The power of preview: Preview your video before sharing to catch any awkward pauses, typos in on-screen text, or areas that need clarification

These practices transform how your videos resonate with your audience. They’ll find the videos more professional, engaging, and easier to follow. 

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Benefits of Screen Recording in the Workplace

In the past, working remotely often meant sacrificing teamwork and sometimes efficiency. However, screen recording software provides productivity benefits that go way beyond avoiding miscommunication. 

Here are a few ways that recorded videos can positively affect your workplace flexibility:

  • Boost collaboration: Creating video content for knowledge transfer allows team members or clients in different time zones to access information at their convenience and avoid the need for real-time online meetings
  • Empower remote teams: For geographically dispersed teams, video recording allows you to share complex processes, walk-throughs, and even team introductions, promoting a more connected work environment
  • Create a knowledge base: Build a library of reusable videos that new hires can use to learn essential workflows at their own pace, and existing team members can revisit procedures for quick refreshers
  • Enhance training and development: Create step-by-step video tutorials or record videos of live training sessions for future reference, thus creating a more engaging and interactive learning experience
  • Improve transparency and accountability: Provide a clear record of decisions, discussions, and project progress, encouraging transparency within teams and keeping everyone on the same page
  • Build-in feedback mechanisms: Give more detailed feedback since you can visually highlight comments and areas for improvement while maintaining a positive tone
  • Raise customer satisfaction levels: Customers can watch the demonstration of troubleshooting steps, leaving them feeling empowered and reducing support ticket resolution times
  • Infuse a human touch: In a remote work environment, Loom injects personality into communication. Seeing someone’s screen and hearing their voice narration together with their face in the camera bubble adds a human element that text-based communication often lacks

Screen-sharing software is a great remote collaboration tool that goes far beyond fast-tracking and clarifying communication. It’s a versatile tool that can organize workflows and boost efficiency.

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Going Beyond Basic Screen Recordings

We agree that Loom simplifies complex communication with its intuitive recording settings. It lets you create clear, concise videos that boost collaboration, knowledge sharing, and productivity.

But where do you store these recordings? This is where ClickUp shines bright! Upload your Loom videos directly into ClickUp Tasks or ClickUp Docs, discuss specific video points, and assign tasks using ClickUp’s commenting system.

ClickUp complements Loom by offering:

  • Project management: The ClickUp platform lets you assign deadlines, dependencies, and priorities to tasks linked to your recorded videos. This keeps your projects on track
  • Gantt charts: Visualize project timelines and critical paths with recorded videos embedded at key milestones for a clear workflow overview
  • Time tracking: Track time spent creating and reviewing videos to ensure efficient resource allocation

Loom captures clear instructions, and ClickUp provides organization—the perfect teamwork duo! Together, they unlock the full potential of screen recording for you and your team. 

And if you’d like to stick to just one tool and prevent scattered workflows, record your screen using ClickUp Clips!

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