How do I become a team member of a project?

Team member: Remove yourself as a company resource

Team member: Supported file types

Team member: If you are removed from a project

Team member: Become a project's primary contact

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts a legal agreement

Primary contact: Who flags items

Primary contact: Project resources

Primary contact: Add team members

Primary contact: When to hide or unhide team members

Primary contact: Know if team members are visible

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Remove someone from a project

Primary contact: Grant someone full rights

Primary contact: Revoke someone's full rights to a project

Primary contact: Hide team members

Primary contact: Make hidden team members visible

Primary contact: How hidden team members participate

Primary contact: Removed and re-added team members

Primary contact: Add a resource

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Allow policyholder to request item return

Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Team member: See ContentsTrack inventory lists

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: Create a project through ContentsTrack

Team member: When to submit inventory changes

Team member: Participate in a personal property task

Team member: Who attaches images to an item

Team member: Add items to an inventory

Team member: Know about inventory changes

Team member: Find specific inventory items

Team member: Attach files to an item

Team member: Personal Property sheet explained

Team member: Learn where media files were captured

Team member: Submit inventory changes

Team member: Create Personal Property sheets

Team member: Know if items are requested for return

Team member: See clean/storage item details

Team member: Delete an inventory item

Team member: Add replacement inventory items

Team member: Edit replacement items

Team members: View item information

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filtering

How do I know if I need to work on a flagged item?

Team member: Track flagged items

Team member: Know if you have a contents task

Team member: Share a contents task

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task information pdfs

Team member: Security of uploaded videos

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Export expenses

Team member: Additional mileage

Team member: Add additional mileage

Team member: Select normal expense categories

Team member: Add normal expense amounts

Team member: Add temporary addresses

Team member: Edit temporary housing information

Team member: Add housing information

Team member: Edit housing company information

Team member: See previous housing companies

Team member: Add additional living expenses

Team member: Cancel the upload receipts link

Administrator: Instance information

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive project are reactivated

Administrator: Reactivation fee

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience color scheme

Administrator: Set default primary contacts for projects auto-created through XactAnalysis

Customize notification templates

Administrator: Revert to a default notification templates

Administrator: Save copies of project participant emails

Administrator: Set alert amounts

What information is available in the Custom Tasks Assigned tab?

Who can assign a task?

How do I see available tasks?

How do I set up automatic reminders to be sent when task assignees don't complete a task?

Administrator: Uploaded task files

Who can see submitted task information?

What options are there for task assignment automation?

What is an automatic trigger?

How do I enable a task for Damage Assessment Automation (DAA)?

What is automated task assignment?

How do I enable task assignment automation for a task?