Managing Tasks
The main Tasks page displays all tasks in a comprehensive list view. This allows for efficient management of your workload and your team’s responsibilities.
Task List Details
Section titled “Task List Details”The task list provides key information in sortable columns:
- Status: The current state of the task (e.g., Open).
- Title: The name of the task.
- Claim/Lead: The specific claim or lead number the task is associated with.
- Policyholder: The client related to the task.
- Assigned To: The user responsible for the task.
- Priority: The task’s priority level (e.g., Normal, High).
- Date Due: The deadline for the task. Overdue tasks are highlighted in red.
- Assigned By: The user who created the task.
Interacting with Tasks
Section titled “Interacting with Tasks”You can manage tasks directly from this list:
- View/Update Task: Click on any task row to open a side panel with the full task details. From here, you can update the title, description, priority, due date, and re-assign the task.
- Mark as Complete: In the task detail panel, click Mark as Complete to resolve the task.
- Navigate to Claim/Lead: Click the claim or lead number to go directly to that record.
Filtering Tasks
Section titled “Filtering Tasks”Use the Filters button to narrow down the task list based on specific criteria, such as assignee, status, or priority, helping you focus on what needs to be done.