Searching tasks and reminders

• If you are in a claim, select ‘TASKS’ from the left-hand side menu to view tasks allocated to that claim.
• If you want view all tasks, select the Task icon  in the top right-hand corner of every page to navigate to the task management section.

Viewing claim tasks and reminders

• Select ‘TASKS’ from the left-hand side menu.
• A list of all active tasks and reminders on the claim is displayed. Reminders can be identified by the bell icon  in the title.
• Urgent tasks will be displayed as red and sit at the top of the list.
• Search for tasks using the content and status filters at the top of the page.

Note: Some reminders are automatically generated from claim actions that are overdue. This is configured for each instance. 

Adding a task

• Select ‘TASKS’ from the left-hand side menu.
• Click ‘NEW TASK’ button.
  • Choose the priority for this task.
  • Select a user to assign the task to.
  • Enter a title and a description if required.
  • Select the start and due dates (required).
    Note: If the start and due dates are the same dates, start and due time will be required.
• Click ‘SAVE’ at the bottom of the screen.
• Note: Tasks assigned to another user will appear in their task list once saved.

Updating a task

• Find the task you want to update.
• Click the pencil icon  to the right-hand side to edit the task.
• A pop-up window will display the details of the task.
• Update the details on your task and click the ‘UPDATE’ button.

Place a task on Hold

• Find the task you wish to put on hold
• Click the padlock icon  on the right-hand side to put the task on hold.
• Putting the task on hold removes it from the ‘Active’ task list and puts it on the ‘On Hold’ task list
• When a task has been put on hold, you will be able to click the unlocked padlock icon  to reopen the task

Closing a task

• Find the task you want to close.
• Click ‘x’ icon at the right-hand side to close the task.
• Automated tasks will not display a ‘CLOSE’ button. These tasks will close as you complete the action required, eg task 'Emergency Assistance Request follow up' will require supplier follow up on claim to close the task.