How to Draw While Screen Recording in ClickUp

Using ClickUp to draw while screen recording lets you create clearer walkthroughs, bug reports, and tutorials in just a few clicks. This guide walks you through everything you need to know, step by step.

Why Use ClickUp for Screen Recording and Drawing

When you combine drawing tools with screen recording, your videos become easier to follow and faster to understand. Inside ClickUp, you can record quick clips that visually highlight exactly what you want viewers to see.

This approach is ideal for:

• Explaining product features to customers or teammates
• Reporting bugs with precise visual context
• Onboarding new team members with guided tours
• Walking clients through designs, dashboards, or documents

Instead of long emails or lengthy meetings, short annotated videos help everyone get to the point quickly.

Set Up Your Screen for ClickUp Recordings

Before you start drawing, prepare your screen so your recording looks clean and focused.

1. Close distractions
   Shut down any unnecessary windows, notifications, or apps.

2. Open what you want to show
   Load the app, tab, or document you plan to walk through in ClickUp.

3. Check your resolution
   Use a standard resolution so viewers can clearly read text and see your drawings.

A tidy workspace keeps your viewer’s attention on your annotations and instructions.

How to Start a Screen Recording in ClickUp

Your goal is to quickly capture your screen, voice, and cursor while you walk through a process. Follow these steps to begin recording inside the ClickUp workspace using an integrated or connected recording tool.

1. Open the relevant task or view
   Navigate to the task, Doc, Whiteboard, or view you want to explain.

2. Choose your recording option
   Use your recording integration or built-in recorder from within the browser where ClickUp is open.

3. Select capture area
   Pick whether you will record an entire screen, a browser tab, or a specific window that displays ClickUp.

4. Enable microphone and camera (optional)
   Turn on your mic so you can narrate. Add your camera bubble if you want a personal touch.

5. Click Record
   Start the recording and wait for any countdown to finish before speaking.

Once recording begins, move through your ClickUp workspace just as your viewers should. Navigate slowly and keep your cursor steady when you highlight key areas.

How to Draw While Screen Recording

With your recording running, you can start drawing on the screen to emphasize important elements. Use your recording tool’s annotation options as you navigate through ClickUp.

Enable Drawing Tools During ClickUp Recordings

Most modern screen recording tools provide built-in annotation features that work seamlessly while you browse ClickUp.

1. Locate the annotation toolbar
   Look for icons such as a pencil, pen, or highlighter in your recorder’s controls.

2. Choose your drawing mode
   Select freehand drawing, shapes, arrows, or a spotlight cursor depending on what you want to highlight.

3. Pick color and thickness
   Use bright but not overwhelming colors, and choose a line weight that is clearly visible in your ClickUp walkthrough.

Activate the drawing tool only when you need it, then turn it off to continue navigating naturally.

Best Practices for Drawing on ClickUp While Recording

Clear, minimal drawing makes your videos more effective and prevents visual overload.

• Highlight, don’t clutter
  Circle or underline only the essential areas in ClickUp—buttons, fields, menus, or comments you want viewers to notice.
• Draw slowly and deliberately
  Give the recording tool time to render your strokes clearly.
• Use consistent colors
  For example, use one color for navigation steps and another for warnings or errors.
• Erase when needed
  If annotations start to pile up, clear the screen before you move to the next ClickUp view.

The goal is to guide the eye, not to decorate the interface.

Step-by-Step Example: Drawing Through a ClickUp Workflow

Here is a simple example of how to combine recording and drawing in a real workflow.

1. Open a task in ClickUp
   Start your recorder and show the main task pane.

2. Circle the task title
   Use a bright color to quickly show viewers where the title sits and explain how naming conventions work.

3. Underline key custom fields
   Draw a line beneath priority, status, or assignee to emphasize what must be filled out.

4. Use arrows for navigation
   Draw arrows from the task to subtasks, comments, or attached Docs so the workflow feels intuitive.

5. Highlight automation or dependency areas
   Call out areas in the ClickUp interface where automations, due dates, or relationships are configured.

6. Clear annotations between steps
   Erase markings before moving on so each new section of your recording stays uncluttered.

This structured approach keeps your visual instructions simple and easy to repeat.

Polish, Save, and Share Your Recording

Once you finish recording your annotated walkthrough in ClickUp, it is time to polish and share it with your team or clients.

Trim and Edit Your Video

Most recording tools let you make quick edits before publishing.

• Cut off any silent or messy sections at the beginning or end
• Remove long pauses where no drawing or navigation occurs
• Add a short title screen if your tool supports it

Short, focused clips are more likely to be watched fully.

Share Your Recording from ClickUp

After exporting or saving your video, attach it directly to a task, Doc, or comment thread inside ClickUp so it lives alongside related work.

• Paste the video link into a task description or comment
• Embed it in a ClickUp Doc as part of a larger process guide
• Link it from a Whiteboard to support visual brainstorming

Keeping the video with the relevant task or document makes it easy for collaborators to find exactly when they need context.

Advanced Tips for Better ClickUp Video Walkthroughs

To get even more value from your recordings, consider these best practices.

• Plan a short script
  Write a quick outline of what you want to show in ClickUp and when you will draw to underline key ideas.
• Keep videos under 5 minutes
  Shorter recordings with targeted drawings are easier to reuse in help centers or onboarding flows.
• Use consistent naming
  Name your videos clearly based on ClickUp spaces, folders, or workflows so teammates can search and find them quickly.
• Group related videos
  Attach a series of short clips to the same Doc or task to build a lightweight training library.

Learn More and Connect Your Workflow

If you want to go deeper into visual walkthroughs and annotation options, review the original guide on how to draw while screen recording on the ClickUp blog. You can also streamline your overall work management and implementation using expert consulting resources such as Consultevo, which focuses on optimizing digital productivity systems.

By combining clear narration, simple drawings, and focused ClickUp views, you can turn everyday workflows into visual guides that your team will actually use.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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