Assigning and Unassigning tasks

All Products > ClaimXperience Team Member > Custom Tasks > Assigning and Unassigning tasks

2 articles

Team member: How do I unassign tasks?

Click Custom Tasks in your Tasks menu. Click the ASSIGNED tab. Click for the task you want to unassign. Select Unassign task. Click UNASSIGN TASK in the Unassign Task dialog box. When tasks are unass…

Updated 1 year ago by Jennifer B.

Team member: Can I assign a task to myself?

Primary contacts and team members with access to the Custom Tasks tab can assign a task to themselves, other team members, and the policyholder.

Updated 1 year ago by Jennifer B.

Assigning and Unassigning tasks

Team member: How do I unassign tasks?

Team member: Can I assign a task to myself?

Contact