video1.0<iframe src="https://www.loom.com/embed/5188452a45044dc294787433683c13d2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/5188452a45044dc294787433683c13d2-00001.gif258.652In this video, I will show you how to synchronize your onboarding tool with your task system. By completing certain steps in the onboarding tool, tasks will be automatically created in the task system. I will guide you through the process of setting up the synchronization and creating tasks. This is a simple and efficient way to ensure that tasks are not missed after onboarding a client. Watch the video to learn how to streamline your workflow and improve task management.