Tasks

You can add Task cards to your Overview page. If you know you'll need to add some documents later in the process, you can add a task to remind you to add it once it's ready.

To add a Task:

1. Go to the Transaction Overview page
2. Hover your mouse on the documents section, either above or below an added documents
3. Click the purple + droplet
4. Select Task
5. Enter the Task name
6. Click enter on your keyboard