How do I create a task?
Elisa avatar
Written by Elisa
Updated over a week ago

In Claimable there are two types of tasks:ย 

  • Standard Tasks

  • Repeating Tasks

Standard Tasks are tasks you 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.

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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