This video shows how to set up Tasks and the various options including:

  • Requesting an attachment be added as part of a task; 
  • Providing an attachment from the Data Room; 
  • Uploading a document to the Platform; and
  • Creating a Task Form to hold data, and the various form components.


There are other videos on the HelpDesk showing how to use various functions on the Platform.  Type "video" into the search bar on the HelpDesk for a full list of available videos.



Setting up Tasks