Property Tree: 02. Create Tasks and Notes on the profile - Video

Course 2 of 6 in Property Tree: Task Management & Notes

Learn how to create Tasks and Notes on the profile.

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About this course

This video will walk you through the process of adding a Task on a profile, including the status, description, task category, priority and due date.  It will also show you how to add the Task to the Tribunal Report. I will also show you how to add a Note on a profile and if require add a Task on the fly.

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

  • Add a Task on a profile entering the relevant information
  • Add a Note on a profile entering the relevant information
  • Add a Task while entering a note to create a Note and a Task at the same time

Curriculum00:02

  • Property Tree: 02. Create Tasks and Notes on the profile - Video 00:02
  • Survey

About this course

This video will walk you through the process of adding a Task on a profile, including the status, description, task category, priority and due date.  It will also show you how to add the Task to the Tribunal Report. I will also show you how to add a Note on a profile and if require add a Task on the fly.

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

  • Add a Task on a profile entering the relevant information
  • Add a Note on a profile entering the relevant information
  • Add a Task while entering a note to create a Note and a Task at the same time

Curriculum00:02

  • Property Tree: 02. Create Tasks and Notes on the profile - Video 00:02
  • Survey