video1.0<iframe src="https://www.loom.com/embed/2fb85882961c4787a2bbf8d18f35da39" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2fb85882961c4787a2bbf8d18f35da39-cec06698cec200a6.gif156.736This 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.