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Submitted Task Information

6 articles

How do I export custom task information to Xactimate?

Only completed custom tasks containing room dimensions and/or line items can be exported to Xactimate. Exporting information sends the data to the linked assignments adjuster. Click Custom Tasks in t…

Updated 3 weeks ago by Jennifer B.

Where do I find submitted task information?

A PDF of submitted task information is stored in the Files tab.

Updated 3 weeks ago by Jennifer B.

Who can see submitted task information?

The person who assigned the task and those who completed the task can see the PDF containing submitted task information.

Updated 3 weeks ago by Jennifer B.

What information is included in the submitted task PDF?

Submitted task information in the PDF includes the questions that were answered and those answers.

Updated 3 weeks ago by Jennifer B.

Are uploaded videos safe?

Yes. Videos are encrypted when first saved to the server.

Updated 3 weeks ago by Jennifer B.

Where do I find files uploaded as part of a custom task?

Any files uploaded as part of the task can be viewed within the Files tab.

Updated 3 weeks ago by Jennifer B.

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