Property Tree: 04. Create Tasks on the Communication Platform - Video

This video will walk you through the process of adding a Task directly from any sent or received Email or SMS within the Communication Platform. This will make it easier to turn conversations into actionable follow-ups without switching pages.

At the end of this video, you will be able to:

• Add a Task from any sent or received Email or SMS on the Communication Platform
• View the created task on the Profile and in the Task Management page