How to Create a Request Information Task

How to Create a Request Information Task

Request Information is an open-ended task that allows you to collect information from your clients (photo of a drivers license, etc.).

To create a Request Information Task:

1. Click the +Add New at the upper-left hand side of your screen.

2. Click Task.

3. Click Request Information.

4. Select the Account and Client.

5. Enter a Subject and Description, or click into the subject line and select a task template.

6. Attach a file if necessary.

7. Click Create Task.


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