{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2fb85882961c4787a2bbf8d18f35da39\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2fb85882961c4787a2bbf8d18f35da39-cec06698cec200a6.gif","duration":156.736,"title":"Creating Tasks from Notes Workflow","description":"This Loom explains the core workflow steps for creating and assigning tasks, including how to generate a task directly from a note. It describes where the article lives under core workflows in task and workflow management, covering how to start tasks and assign them properly. The main example shows starting with a note such as an endorsement like adding a mortgagee, assigning it to a specific policy, and then using Actions to create a task. The task automatically pulls the note information into the description, allowing you to set priority and optionally create a reminder before saving and moving it forward."}