Repeating tasks are those tasks which reoccur on every claim. In other words, they represent the core activities required for your claim process, performed by your team again and again.

For example you may find that you often have tasks such as "Send confirmation email", "Arrange a site visit", "Appoint a supplier" or "Request invoice" - things that apply in most or all instances. These can be set to repeat on every claim.

Repeating tasks can be distinguished from standard tasks thanks to the yellow star icon next to them on the claim checklist.

Repeating tasks are a great way to:

To set up repeating tasks you just need to contact us, and provide the list of tasks you perform for every claim you process, or those you consider essential for processing claims. There is no limit to the amount of repeating tasks you can add to your claim checklist. However, we advise our customers to choose a lean list so that only core duties are included.

Claimable allows you to automatically set up Repeating Tasks to be assigned by default to the Claim Assignee, when present, or the Claim Creator when that is not available.
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However, if a specific task is always performed by the same team member, Claimable also allows you to assign a particular task to specific user.

This allows you to delegate areas of responsibility for specific things. For instance, a task called "Request repairer invoice" might be assigned to a member of your accounts team. Whereas, "Appoint an adjuster" might be assigned to a claim handler.

To better manage your workflow and ensure deadlines are respected, Claimable allows you to have the Due Date on Repeating Tasks automatically populated at the time of creation.
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You can set the Due Date to be a number of days relative to existing dates on the claim: either "Date Created", "Date Reported" or "Incident Date". For instance, you may want to have the task "Review Supporting Documentation" to be due 7 days after the claim has been created.

When setting up the automatic Due Date, Claimable allows you to choose between calendar days or working days. Claimable will then be able to automatically generate the task Due Date taking into account public holidays in your region, when needed.

You will just need to just select the correct "Public Holidays Region" option under your Account Settings. To learn more about it, read here.

Repeating Tasks can have one or multiple Labels automatically applied to them.

This enables you to categorise or flag tasks and drive your team's attention to specific tasks.

For instance, if the task "Submit Report" has to happen within 30 days from when the claim is reported and it is subject to an external deadline, you may want the task to have the label "External Deadline" automatically applied to make this clear.

You can specify that certain repeating tasks only apply to a specific claim type. This is useful if you have multiple claim types configured on your Claimable account, and it allows you to treat each type of claim differently.

This is a great way to cater to the idiosyncrasies and variations in workflow for each type of claim you deal with.

Repeating tasks can be edited and deleted, just as with standard tasks. By clicking on the task you can view the details and from here you can:

Note: All changes to repeating tasks on the Claim Checklist affect those specific tasks for that particular claim only, and do not change the repeating task template that applies to future claims.

To learn more about editing tasks, read our help article.