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Claim Mosaic

Tasks Overview

Open Goals & Tasks from the main menu to see work across your claims and leads. You can also open the Tasks tab on a claim or lead to focus on work for that record.

Use this workspace to:

  • Keep your work together: Switch between All, Goals, and Tasks.
  • Track progress: Group related tasks under a goal and see how much is complete.
  • Prioritize: Review task status, due dates, and priority in the task details.
  • Work with your team: Keep people, files, and discussion with each task.

Search goals and tasks in the left panel. Choose Open, Done, or All to control which task statuses are shown. Use All work, My tasks, Created by me, or Overdue to focus your list, then filter and sort the results. You can save a set of filters as a view to use again. See Managing Tasks for the steps.