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📋 How to Open a Record from Tasks

Use the Tasks module to create a new Record submission

  1. Navigate to the Tasks module in the side menu.

  2. Select the green Record button located in the top right corner.

  3. Select the Start Record option.

  4. In the side panel, select the following details to generate the form:

    1. Site

    2. Team

    3. Form

  5. Select the green Create button.

  6. The form will open, and you may begin entering data.