Administrator: How do I specify which reports should automatically be shared with the task assignee?

Updated 1 year ago by Jennifer B.

1. Click Custom tasks in your Tasks menu.
2. Click for the damage assessment automation task with reports that you want to have automatically generated.
3. Select Edit [].
4. Click Automation.
5. Switch Damage Assessment Automation to 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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