Tasks Tab

The Tasks tab provides a dedicated space to manage all actionable items related to a claim. This helps you and your team stay organized and ensures that all necessary steps are completed on time.

The Task List

The main view is a table that lists all tasks for the current claim. The table includes the following columns:

• Status: The current state of the task (e.g., Open, Completed).
• Title: A brief name for the task.
• Policyholder: The client associated with the task.
• Assigned To: The staff member responsible for completing the task.
• Priority: The urgency of the task (e.g., Normal, High).
• Date Due: The deadline for the task.
• Assigned By: The user who created the task.

Managing Tasks

• Add a Task: Click the Add button to create a new task. A modal will appear where you can fill in the details.
• Update a Task: Click on any task in the list to open the Update Task modal. Here you can:
  • Change the Title and Description.
  • Adjust the Priority and Due Date.
  • Re-assign the task to a different staff member.
  • Add supplementary Notes.
  • Use the Notify Now option to send an immediate notification to the assignee.