New here, very excited about setting up tasks, but just can’t seem to get them setup right.
I have watched the RM8 video.
For example I’d like to setup tasks to obtain Birth Certificates. What I would like to do is create a generic ‘Need Birth Certificate’ task. Then edit individual profile’s with specifics about their certificate #'s repository etc. So that when I am ready to visit that repository, I can print out a report of all persons with that repository with all of the cert #'s etc.
When I tried to do this with a test, and edit the repository/file #'s it cascades to all people with the same task. What am I doing wrong? Maybe I have to create a folder for each Repository?
Hope this makes sense.