View ad-hoc and system generated tasks for a claim

View a pending task to prioritize your claim work.

Processors can view assigned tasks from a claim case or task, and adjusters can view their assigned tasks when working from within an adjuster task. These roles can also view assigned tasks from My pending tasks on the landing page.

View or search for a task from a claim case or parent adjuster task by selecting the Tasks tab or the Related records icon ( from the contextual menu.

Search for a task in these ways:

• Enter a short description into the search
• Filter on these options:
  • Overdue
  • Due today
  • Upcoming
  • High priority
  • All
• Select the icon to open tasks filtered accordingly in a list view.