| The Task Video Training Course provides a comprehensive overview of task-related functionality in ClickClaims. Designed for a wide range of user roles—including Owners, Administrators, Adjusters, Company Examiners, Claims Supervisors, and Team Leads - the course explores how tasks are created, assigned, tracked, and managed throughout the claims process. Particular attention is given to automated task templates, which can be configured to trigger based on claim events, statuses, or user assignments. These automated workflows help eliminate manual steps by ensuring key actions are assigned when certain claim conditions are met. |
- Video 1: Automated Claim Tasks Video Tutorial - The first video in the ClickClaims Tasks course discusses how authorized users can create templates for Automated Claim tasks which are preconfigured to automatically generate on claims based on predefined trigger points and attributes.
- Video 2: Accessing "My Tasks" Video Tutorial - The second video in the ClickClaims Tasks course discusses how to access and manage assigned tasks across all claims via the "My Tasks" page accessed from the Dashboard.
- Video 3: Claim-Specific Tasks Video Tutorial - The third video in the ClickClaims Tasks course discusses how to create Claim-Specific tasks from the claim's "Tasks" tab.
- Video 4: Task Notifications Video Tutorial - The fourth video in the ClickClaims Tasks course discusses how to be notified and access tasks via email and (if applicable) text message notifications.
- Video 5: Search Claim Tasks Video Tutorial- The fifth video in the ClickClaims Tasks course discusses how users associated with the Owner, Administrator, or Claims Supervisor user role can view and manage all claim tasks via the "Claim Task Report".
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