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How do I add a new task?

To add a new task click the “Create New Task” Button in the top right corner.

To add a new task click the “Create New Task” Button in the top right corner. Fill out the details, due date, and assignee. Select the task type from one of the following options: Document Request - Specified, Document Request - Unspecified, Financial Institution Connection Request, Custom (Other), or Password Credential Request. Once done, click the “Create” button on the lower-right side.