video1.0<iframe src="https://www.loom.com/embed/05eefe16e4184e3baf34525c80268866" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/05eefe16e4184e3baf34525c80268866-cb3fad7779829279.gif126.514This Loom shows how to create a task for review actions in the policies and procedures reporting and feedback submissions area. The presenter navigates to the relevant meeting notes or checklist form, identifies an issue against a specific criteria, then uses the right-hand Tasks panel to add a task by typing it in and pressing enter. Clicking the task opens it in the task pane where assignees, a due date, an optional due time, and recurrence can be set before saving. After completing the checklist, the task appears in the task pane and remains linked back to the source form.