In Claimable there are two types of tasks:ย
Standard Tasks
Repeating Tasks
Standard Tasks are tasks you manually create on the Claim Checklist that relate to that particular claim.
To create a Standard Task just open the claim you wish to add the task to, click on the Checklist tab and then click into the "New Task" field. Type the task title and press "Enter" on your keyboard or the green tick button to the right.
Repeating Tasks are a set of tasks that are automatically added to new claims of a specific type.
To create Repeating Tasks you just need to contact us and provide a list of tasks you wish to be automatically populated on the checklist for every claim.
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