This video tutorial discusses how to create, manage, and view claim tasks from the claim's "Tasks" tab. Use the video's chapters to navigate to a specific topic within the video itself. Use the displayed links when available to navigate to additional videos and/or articles related to this claim tab.
Video Chapters
- Introduction
- Add New Task
- Assign To
- Task Detail
- Created By
- Priority
- Due Date/Time or # of Days Due
- Override Automatic Task Update at File Closure
- Associated Claim Date
- Document Attachment
- Upload New Document
- Select Existing Document
- Notify Monitored By User & Notify Assigned To User
- Notify Other User(s)
- Save Task
- Load from Library
- Manage Task Library
- Creating/Editing a Claim Task Library Template
- Tasks Tab Status Panel
- Modifying/Updating an Existing Task
- Tasks Tab Data Grid
- Contact Us
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