Administrator: What options are there for task assignment automation?
Updated 9 months ago
- 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.