Tasks Tab

The claim’s Tasks tab shows the Goals & Tasks workspace for that claim. You can create a goal or task here, or open Goals & Tasks from the main menu to see work across records.

Find and Plan Work

Choose All, Goals, or Tasks in the left panel. Search by name, select a goal to see its progress, or select a task to open its details. Use Create goal or Add task to start new work for this claim. Open a task and select Add subtask to break it into smaller steps.

Manage a Task

Use Open, Done, or All to choose which task statuses are shown. Open Filters to narrow the work by status, assignee, creator, priority, or due date, and use the sort dropdown to arrange tasks. These controls stay within the current claim. To create or use saved views across records, open Goals & Tasks from the main menu.

In the task details, update its title, status, due date, priority, and notification preference. Use Brief for the work to be done and Internal for team notes. People holds the task’s assignee and other participants; Files holds attachments; Discussion keeps replies and @mentions with the task.

For the full workflow, see Managing Tasks.