What options are there for task assignment automation?

Updated 3 weeks ago by Jennifer B.

  • Schedule the task assignment - Assign this task to a pre-determined recipient at a specified time within ClaimXperience.
  • Company resource invited to the project - Assign this task when a company resource is invited. This task will be assigned within ClaimXperience to the company resource
  • Internal resource added as a team member - Assign this task to an internal resource within ClaimXperience when added to a project as a team member.
  • External resource joins the project - Assign this task to an external resource within ClaimXperience when they join the project as a team member.
  • Prerequisite task completed - Assign this task within ClaimXperience after a specified task is completed.


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