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How to Make a Screencast Explainer Video: 6 Steps (2026)

Lan He avatarLan He
·Last updated Aug 10, 2026
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How to Make a Screencast Explainer Video: 6 Steps (2026)
Summary

Covers six steps from choosing one task through exporting a screencast explainer. Step 2 covers the screen setup that most recordings get wrong: resolution, cursor size, notifications, and a clean demo account. Step 3 explains recording each action as its own take with handles. Step 4 covers narrating after the capture rather than during it, and why that produces a better result. Includes editing out dead time, zooming to the part that matters, captions and chapter markers, aspect ratios, and five mistakes that make a screencast hard to follow. 9 frequently asked questions cover tools, length, and voiceover timing.

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How to Make a Screencast Explainer Video

UPDATED: 2026-08-10 By Lan He, Senior Video Producer at Pexo

Making a screencast explainer takes six steps: choose one task, set up the screen properly, record each action separately, narrate afterward, edit out the dead time, then export. A screencast explainer takes about 20 minutes end to end.

Quick Version: How to Make a Screencast Explainer Video

  1. Choose one task with a visible finished state.
  2. Set up the screen: resolution, cursor, notifications, clean account.
  3. Record each action as its own take with handles.
  4. Narrate after the capture, not during it.
  5. Edit out loading, hesitation, and anything off the path.
  6. Export 16:9 for docs and YouTube, 9:16 for social.

How to Make a Screencast Explainer Video Step by Step

Step 1: Choose one task

Pick a task with an unambiguous finished state: connect an account, publish a draft, build a report, export a file. One task per screencast, and name it in a sentence before recording.

Anything not on the path to that finished state comes out. Screencasts fail most often by becoming a tour of the interface, which happens naturally because everything is right there on screen and easy to mention in passing.

A hand-drawn card row with one card circled and hatched, three plain cards beside it

Step 2: Set up the screen

Size the window to 1920x1080 rather than recording a full ultrawide display and scaling it down, which is the single most common reason interface text ends up unreadable. Increase the system cursor size, because a default cursor at 1080p is genuinely hard to follow.

Turn off notifications, close unrelated tabs, and use a clean demo account with realistic data. Placeholder text and a browser full of personal bookmarks both undermine the credibility that recording a real screen was supposed to buy.

A hand-drawn browser window with a sized viewport and a large cursor

Step 3: Record each action separately

Record each step as its own take, with a couple of seconds of stillness before and after. Those handles are what let the edit control pacing, and without them every cut lands tight against an action.

Move deliberately and more slowly than feels natural. Cursor movement that reads fine live becomes a blur in a compressed video, and a viewer following along cannot see where you clicked. Re-record a step rather than accepting a fumbled one, since one bad take costs a minute here and cannot be fixed later.

A hand-drawn storyboard grid with six numbered screen captures

Step 4: Narrate after the capture

Record the voiceover against the finished screen footage rather than while performing the actions. Narrating live means a stumble in either the words or the clicks ruins the whole take, and the two failure modes compound.

Write the narration to explain intent rather than mechanics: "give it a name your team will recognise" beats "type in the name field". For content without a shoot at all, Pexo's image-to-video workflow animates uploaded screenshots into a moving sequence, which covers the cases where a live recording is not possible.

A hand-drawn audio waveform with screen markers aligned beneath it

Step 5: Edit out the dead time

Cut every page load, every hesitation, and every second where nothing changes. This is most of the editing work in a screencast, and it is why raw recordings feel four times longer than they are.

Zoom in on anything small: a menu item, a toggle, a field. A full-screen view held for the whole video shows every detail at a size a phone viewer cannot read. Add click highlights so the viewer can see where the action happened rather than inferring it from the result.

A hand-drawn timeline with loading gaps crossed out and zoom markers

Step 6: Export for your placement

Export 16:9 at 1080p or higher for a help centre, documentation, and YouTube. Add captions and chapter markers for anything over about five minutes, since chapters let a viewer return to the step they got stuck on.

Export 9:16 for social by framing one column or panel at a time rather than shrinking the whole screen. Pexo exports both from one project. Check the export on a phone before publishing: interface text that reads on a desktop preview frequently does not survive.

A hand-drawn export dialog with two aspect ratio options labeled Docs and Social

How to Make a Screencast Explainer Video with Pexo

The six steps above cover a live recording. Where a recording is not possible, Pexo generates the equivalent sequence from screenshots or a description, which covers unreleased features and interfaces that change too fast to keep a recording current.

Open the tutorial video page, upload the screens in order, and describe the task: "A 3-minute walkthrough of connecting a payment account, slow zoom to each control, click highlight on every step, calm narration explaining why each field matters." Pexo builds the sequence, adds motion and highlights, and records the narration.

Pexo create page for tutorial video showing the description box and preset chips

Adjust any step by describing the change in the chat, and Pexo regenerates that segment alone. The platform runs across Seedance 2.0, Kling AI, and more.

For related formats, the video from screenshots tutorial covers still-image walkthroughs, and product explainer video covers the shorter marketing piece.

5 Mistakes That Make a Screencast Hard to Follow

1. Recording an ultrawide display. Scaling 3440 pixels down to 1080p makes every label unreadable. Size the window first.

2. Leaving the cursor at default size. At 1080p it is genuinely hard to track, and viewers lose the thread without knowing why.

3. Narrating live. A stumble in the words or the clicks ruins the take, and the two failure modes compound.

4. Keeping the loading time. Nobody watches a page load. Cutting dead time is most of what makes a screencast watchable.

5. Holding a full-screen view throughout. Every detail then appears at a size a phone viewer cannot read. Zoom to what matters.

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Frequently Asked Questions (FAQ)

What is a screencast explainer video?

A screencast explainer records a real screen while explaining what is happening, usually with narration. It suits software, web tools, and anything where showing the actual interface is what makes the explanation credible.

How long should a screencast be?

Two to five minutes for a single task, up to ten for a full feature walkthrough. Screencasts run long by default because real interfaces have waiting in them, and cutting that dead time is most of the editing work.

Should I narrate while recording or after?

After, in most cases. Narrating live means every stumble ruins a take, while recording the screen clean and voicing it afterward lets you get the actions right and the words right separately. Live narration suits only very short clips.

What screen resolution should I record at?

1920x1080 or higher, with the browser or app window sized to that rather than a full ultrawide display scaled down. Recording a 3440-wide screen and exporting to 1080p makes interface text unreadable.

What tools record screencasts?

Camtasia, ScreenPal, and Loom are common. OBS is free and more configurable. macOS and Windows both include basic capture. The tool matters far less than the setup: resolution, cursor visibility, and a clean account.

How do I make the cursor easier to follow?

Increase the system cursor size before recording, and add click highlights in the edit. A default-size cursor at 1080p is genuinely hard to track, and viewers lose the thread without being able to say why.

Should I zoom in during a screencast?

Yes, on anything small enough to be missed: a menu item, a field, a toggle. A full-screen view held for a whole video means every detail is shown at a size the viewer cannot read on a phone.

How do I handle slow loading in a recording?

Cut it. Nobody needs to watch a page load in real time. Cut from the click to the loaded state, or speed the gap up eightfold if the wait itself is part of the point.

What aspect ratio should a screencast use?

Use 16:9 for a help centre, YouTube, and documentation, since interfaces are landscape. Use 9:16 for social by framing a single column or panel rather than shrinking the full screen.

Lan He avatar
Lan He

Meet Lan, Senior Video Producer at Pexo, with over a decade of experience turning complex creative workflows into steps anyone can follow. A hands-on video editor and motion designer, he has taught thousands of creators how to ship video without the overwhelm, and he puts dozens of creative tools through real production work each year to see which ones actually hold up. At Pexo, he writes both step-by-step tutorials and best-of tool roundups, screen-recording each workflow himself and ranking tools on what they deliver in a real project rather than on their feature lists.

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