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

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