Tasks are the steps we take to complete a loan and can be set up to keep us organized and efficient
Tasks can be created in different ways. It can be created on the fly, in a workflow step, in automation, or within the loan application.
1) Loan Application, under the "Task" tab
You can create a task by clicking on the "+" icon
Here below, you can create a task, provide a subject, comments, due date, reminder date and similar fields.
2) Workflow Step
Platform -> Settings -> Workflows
You can create a workflow step, once its activate you trigger a task to be created. Which if you see below images on creation, you can create a task and assign the users to be notified and also when the even is created/due.�
3) Workflow Automation (You can also see this link about automation)
You will need to create the task, email, or webhook that you would like to be triggered once an action created by a rule in the automation is created.
Below, after you have created a task in the task tab, then you can assign this new rule. We would suggest you take a look at this article, to better familiarize yourself with the automation tool.