Administrator: Specify reports to automatically send task assignees

Updated by Jennifer B.

Reports are only auto-shared with the task assignee if the estimate amount is configured to show in the Workflow section on the AUTOMATION page.
  1. Click Custom tasks in your Tasks menu.
  2. Click the vertical ellipsis for the damage assessment automation task with reports that you want to have automatically generated.
  3. Select the Edit pencil icon.
  4. Click Automation.
  5. Switch the Damage Assessment Automation toggle on.
  6. Enter the required information in the Header, Model Statements, and Reports card.
  7. Select the reports you want to have automatically generated.
  8. Select the reports you want to have automatically shared with the task assignee.
  9. Select the workflow information in the Workflow card.
  10. Click Save.


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