Primary contact: Assign a task

Updated by Jennifer B.

Assign via ClaimXperience

Option 1

  1. Click ASSIGN TASK in the Welcome! card on your dashboard.
  2. Select the task.
  3. Select the recipient.
  4. Click ASSIGN.

Option 2

  1. Click Custom Tasks in your Tasks menu.
  2. Click ASSIGN for the task you want to assign.
  3. Confirm the task you are assigning.
  4. Select Within ClaimXperience as the delivery method.
  5. Select the recipient.
  6. Click ASSIGN.

Assign outside of ClaimXperience

Option 1

  1. Click ASSIGN TASK in the Welcome! card on your dashboard.
  2. Select the task you want to assign.
  3. Select the delivery method.
  4. Enter the assignee’s name.
  5. Select Copy URL as the notification/access method.
  6. Click ASSIGN.
  7. Click COPY URL in the Copy external task URL dialog box.
  8. Insert the link into your external delivery method.

Option 2

  1. Click Custom Tasks in your Tasks menu.
  2. Click ASSIGN for the task you want to assign.
  3. Confirm the task you are assigning.
  4. Select the delivery method.
  5. Enter the assignee’s name.
  6. Select Copy URL as the notification/access method.
  7. Click ASSIGN.
  8. Click COPY URL in the Copy external task URL dialog box.
  9. Insert the link into your external delivery method.

How Did We Do?