Assigning and Unassigning tasks

About ClaimXperience®

Accounts and account IDs

Account passwords and logging in

Policyholder: Personal preferences

Policyholder: Files overview

Policyholder: View, add, share, and download files

Policyholder: File details

Policyholder: Find and filter files

Policyholder: File labels

Policyholder: Messages overview

Policyholder: Send and reply to a message

Policyholder: Satisfaction and feedback

Policyholder: Your claim team

Policyholder: Live call duration

Policyholder: Live call pictures

Policyholder: Live call videos

Policyholder: No pictures or videos from a live call

Policyholder: The Measure tool explained

Policyholder: See if you can use the Measure tool

Policyholder: Open the Measure tool

Policyholder: If your video collaboration buttons are disabled

Policyholder: Change Measure tool unit of measure

Policyholder: Take measurements using the Measure tool

Policyholder: Take measurement snapshots

Policyholder: Take measurement videos

Policyholder: Marking a wrong point

Policyholder: Exit the Measure tool

Policyholder: Shared calendar

Policyholder: Personal property overview

Policyholder: Add, submit, and delete personal property items

Policyholder: Find, filter, and edit personal property items

Policyholder: Flagged personal property items

Policyholder: Cleaned and stored personal property items

Policyholder: Find submitted task information

Policyholder: Who sees submitted task information

Policyholder: Find uploaded submitted task files

Policyholder: Submitted task information pdf

Policyholder: In-app notifications

Policyholder: Additional living expenses (ALE)

Policyholder: See an additional living expenses summary

Policyholder: Normal expenses overview

Policyholder: Add normal expenses

Policyholder: Add expenses

Policyholder: Edit expenses

Policyholder: Upload receipts

Policyholder: Add a temporary address

Policyholder: Edit temporary housing information

Policyholder: See a temporary housing history

Policyholder: See housing company information

Policyholder: Additional mileage overview

Policyholder: See expenses included in a payment

Policyholder: Glossary

Policyholder: ClaimXperience help articles and video tutorials

Team member: Become a project team member

Team member: Remove yourself as a company resource

Team member: Supported file types

Team member: If you are removed from a project

Team member: Become a project's primary contact

Team member: Find your Main File Name (MFN)

Team member: Link a project to an assignment

Team member: Who links a project to an assignment

Team member: Know if you're linked to XactAnalysis

Team member: Link a project to an assignment

Team member: Unlink a project from an assignment

Team member: Create a project from XactAnalysis

Team member: Link a project to an Xactimate instance

Team member: Unlink a project from an Xactimate instance

Team member: Why link a project to an Xactimate instance

Team member: ClaimXperience projects

Team member: Claims Library

Team member: Start a live call

Team member: Missing live call invitations

Team member: Invitees joining live calls

Team member: Take pictures during a live call

Team member: Record videos during a live call

Team member: Know if there are connection problems

Team member: No videos or snapshots from a live call

Team member: Live call duration

Team member: Live call viewers

Team member: Invite viewers to a live call

Team member: Use Viewer Chat

Team member: Remove viewers from a call

Team member: Add a scope

Team member: Delete a scope

Team member: The Measure tool described

Team member: Know if you can use the Measure tool

Team member: Know if your device is AR compatible

Team member: Open the Measure tool

Team member: Disabled video collaboration buttons

Team member: Using the Measure tool?

Team member: Take a snapshot of a measurement

Team member: Take a video of measurements

Team member: Change the Measure tool unit of measure

Team member: If you mark a wrong point

Team member: Exit the Measure tool

Team member: Live call transcriptions and summaries

Team member: Add files

Team member: Share and unshare files

Team member: When someone adds a file

Team member: View files

Team member: What filtering files does

Team member: How to filter files

Team member: How to download project files

Team member: Who can see project files

Team member: See file details

Team member: When and where media is captured

Team member: Take a snapshot of an image

Team member: Information for image snapshots

Team member: Take a snapshot of an uploaded video

Team member: Information for video snapshots

Team member: Create a media sheet

Team member: Remove a file from a project

Team member: Files in archived or complete projects

Team member: Edit a label

Team member: Remove a label

Team member: Delete a label

Team member: Create a label

Team member: Apply a label to a file

Team member: Share or unshare a file label

Team member: Supported file types

Team member: Privacy checks

Team member: Run a privacy check

Team member: Messages overview

Team member: Send and reply to a message

Team member: In-app notifications

Team member: Choose notifications to see in the portal

Team member: See your Notification History

Team member: Clear your in-app notification folder

Team member: The shared calendar explained

Team member: Open the shared calendar

Team member: See event details

Team member: Add an event

Team member: Edit an event

Team member: Delete an event

Team member: Add a shared calendar event to a personal calendar

Team member: Policyholder feedback

Primary contact: Primary contact actions

Primary contact: Save multiple-message conversations

Primary contact: Assign a task

Primary contact: Change the primary contact

Primary contact: Find a processed invoice

Primary contact: Track who accepts legal terms

Primary contact: Who flags items

Primary contact: Project resources

Primary contact: Add team members

Primary contact: When to hide or unhide team members

Primary contact: Know if team members are visible

Primary contact: Accept a request to join a project

Primary contact: Reject a request to join a project

Primary contact: Remove someone from a project

Primary contact: Grant someone full rights

Primary contact: Revoke someone's full rights to a project

Primary contact: Hide team members

Primary contact: Make hidden team members visible

Primary contact: How hidden team members participate

Primary contact: Removed and re-added team members

Primary contact: Add a resource

Primary contact: Invite a policyholder to a project

Primary contact: Re-send an invitation to the policyholder

Primary contact: Edit policyholder information

Primary contact: Policyholder Preference information

Primary contact: When to edit policyholder preferences

Primary contact: Change policyholder preferences

Primary contact: Start the additional living expenses (ALE) task

Primary contact: Allow policyholder to request return of items

Primary contact: Know if images are flagged

Primary contact: Alerts in an image File details drawer

Primary contact: Why an image is flagged

Primary contact: Hazard Recognition described

Primary contact: Provide feedback about missing or misidentified hazards

Primary contact: Submitting feedback benefits your company

Primary contact: Missing or incorrect potential hazards

Primary contact: Who sees hazard recognition scan results

Primary contact: Know if a hazard recognition check has been run

Primary contact: Submitting feedback benefits your policyholder

Primary contact: Find hazard recognition results

Primary contact: Examples of recognized hazards

360Value®

PLNAR

Primary contact: Share and unshare a personal property task

Primary contact: Initiate an inventory

Primary contact: Complete a flagged item task

Primary contact: Filter flagged items

Primary contact: Benefits of flagging items

Primary contact: Alert assignees of flagged items

Primary contact: Assign a flagged item task

Primary contact: Accept changes to flagged items

Primary contact: Reassign flagged items

Team member: General quote items

Team member: See ContentsTrack inventory lists

Team member: Export an inventory to Excel or Xactimate/XactContents

Team member: Create a project through ContentsTrack

Team member: When to submit inventory changes

Team member: Participate in a personal property task

Team member: Who attaches images to an item

Add items to an inventory

Team member: Know about inventory changes

Team member: Find specific inventory items

Team member: Attach files to an item

Team member: Personal Property sheets explained

Team member: Learn where media files were captured

Team member: Submit inventory changes

Team member: Create personal property sheets

Team member: Know items are requested for return

Team member: See clean/storage item details

Team member: Delete an inventory item

Team member: Add replacement inventory items

Team member: Edit replacement items

Team member: View item information

Team member: Filter flagged items

Team member: See flagged item details

Team member: Complete flagged item tasks

Team member: Who flags replacement items

Team member: Reset the flagged item filter

Team member: Know you have a flagged item task

Team member: Track flagged items

Team member: Know if you have a personal property task

Team member: Share a personal property task

Team member: Know when policyholder personal preferences change

Team member: Information in submitted task pdfs

Team member: Unassign tasks

Team member: You can assign custom tasks to yourself

Team member: Who enables tasks for DAA

Team member: Know if a task is enabled for DAA

Team member: Export task information to Xactimate

Team member: Find submitted task information

Team member: Who sees submitted task information

Team member: Submitted task pdf Information

Team member: Security of uploaded videos

Team member: Additional living expenses (ALE) explained

Team member: Share and unshare ALE tasks

Team member: Edit the ALE overview

Team member: Expense alerts

Team member: Export expenses

Team member: Policyholders submitting excluded expenses

Team member: Additional mileage

Team member: Add additional mileage

Team member: Edit the reimbursement rate

Team member: Select the payment date

Team member: Delete a payment

Team member: See recorded payments

Team member: Void a payment

Team member: Recorded payment pdf files

Team member: Pay part of what is due

Team member: Normal expenses explained

Team member: Select normal expense categories

Team member: Add normal expense amounts

Prevent policyholder changes

Team member: Add temporary addresses

Team member: Edit temporary housing information

Team member: Add housing company

Team member: Edit housing company information

Team member: See previous housing companies

Team member: Add additional living expenses

Team member: Edit additional living expenses

Team member: Resend the link to upload receipts

Team member: See if a receipt request was sent

Team member: Cancel the upload receipts link

Team member: Approve an expense

Team member: When policyholders can edit expenses

Team member: Deny an expense

Team member: Mark a housing company expense

Team member: Links to other product documentation

Team Member: Glossary

What's New in ClaimXperience

Team member: ClaimXperience tutorials and training

Administrator: Accessibility link

Administrator: ClaimXperience accessibility statement

Administrator: Scan forms for accessibility

Administrator: Instance Information

Administrator: Why is my project inactive?

Administrator: Reactivating a project

Administrator: Activities that reactivate an instance

Administrator: Inactive instances and billing

Administrator: When inactive projects are reactivated

Administrator: Reactivation fee

Administrator: Add your logo to your ClaimXperience website

Administrator: Link your logo to an external website

Administrator: Set your ClaimXperience website color scheme

Administrator: Hide the Shared Calendar

Administrator: Prevent sending messages within ClaimXperience

Administrator: Enable video collaboration options

Administrator: Enable web-based live calls

Administrator: Create a message to display to a live call initiator

Administrator: Hide policyholder preferences

Administrator: Collaboration options to enable

Administrator: Prevent sending policyholder invitations

Administrator: 360Value®

Administrator: Help options for 360Value® questions

Administrator: Tracking who makes changes

Administrator: 360Value® benefits

Administrator: Setting up a 360Value® contract

Administrator: See if 360Value® is available for an instance

Administrator: What is the Image Analytics service?

Administrator: How do I know why an image was flagged?

Administrator: What does Image Analytics check?

Administrator: How do I know if images have been flagged?

Administrator: How do I enable Image Analytics?

Administrator: Examples of hazards that Hazard Recognition identifies

Administrator: If you can't enable Hazard Recognition

Administrator: Hazard Recognition results

Administrator: Know if Hazard Recognition has been run

Administrator: Who sees Hazard Recognition scan results

Administrator: If potential hazards are missing or incorrect

Administrator: Use Hazard Recognition

PLNAR

Administrator: Integrated services

Administrator: Aerial Imagery

Administrator: Setting default primary contacts for projects auto-created through XactAnalysis?

Administrator: About resources

Administrator: Assign, edit, and remove resources

Administrator: Add resources to company instances

Administrator: Assign or edit resource rights

Administrator: Resources who haven't responded to invitations

Administrator: Remove resources

Administrator: Edit a team

Administrator: Delete a team

Administrator: Create a team resource

Administrator: Customize notification templates

Administrator: Revert to a default notification template

Administrator: Save copies of project participant emails

Administrator: Project emails

Administrator: Create notification signatures

Administrator: Number of signatures you can create

Administrator: How many signatures do you use

Administrator: Require signatures

Administrator: Edit notification signatures

Administrator: If you don't want to use signatures

Administrator: Delete a signature

Administrator: Require mobile app users to accept the fraud agreement

Administrator: Track who accepts legal agreements

Administrator: Disable the fraud agreement requirement

Administrator: Run a report

Administrator: Access a requested report

Administrator: Know if an invoice was processed

Administrator: Access requested invoices

Administrator: API overview

Administrator: Why use API keys and usernames

Administrator: Who needs the username and API key

Administrator: API offerings and documentation

Administrator: Generate a username and API key?

Administrator: If you forget the API key

Administrator: Enable the Current Satisfaction feature

Administrator: Enable adding replacement items

Administrator: Enable additional living expenses

Administrator: Additional living expense categories

Administrator: Set alert amounts

Administrator: Calculating payments

Administrator: Custom tasks assigned information

Administrator: Who assigns tasks

Administrator: See available tasks

Administrator: Set automatic reminders for incomplete tasks

Administrator: Uploaded task files

Administrator: Who sees submitted task information

Administrator: Automated task assignment options

Administrator: Enable custom task triggers

Administrator: Automatic triggers explained

Administrator: Enable tasks for DAA

Administrator: Customize DAA messages

Administrator: Know if tasks are DAA enabled

Administrator: How do I set the damage assessment automation (DAA) workflow?

Administrator: When you configure a task for DAA

Administrator: Submitted DAA tasks

Administrator: Configure tasks for assignees to accept or decline estimates

Administrator: Specify auto-generated reports

Administrator: Specify reports to automatically send task assignees

Administrator: Include legal language in pdf files

Administrator: Enable tax jurisdiction automation

Administrator: Automated task assignment information

Administrator: Enable task assignment automation

Administrator: Create a form

Administrator: Duplicate a form

Administrator: How can I find out what forms are available?

Administrator: See tasks associated with a form

Administrator: Revert to a previous form version

Administrator: Assign a form to a custom task

Administrator: Preview a form

Administrator: See if a form is published

Administrator: See when a form was last published

Administrator: See who last modified a form

Administrator: See when a form was last modified

Administrator: Before adding room-shape questions

Administrator: Delete a form

Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant templates

Administrator: Some best practices to make forms WCAG compliant

Administrator: Web Content Accessibility Guidelines- (WCAG-) compliant forms

Administrator: ClaimXperience trainings courses and tutorials

Links to documentation for other products

Administrator: Glossary

Administrator: Carrier letters

Video Collaboration Live Call Issues

System requirements for Contents Collaboration

What is Contents Collaboration?

Contents Collaboration: What to do if you can't log in

The Contents Collaboration process

Contents Collaboration: Create or edit a loss inventory

Contents Collaboration: Get help building your loss inventory with Claim Rep View

Contents Collaboration: What if I need to add items to my inventory?

Contents Collaboration: How long is my inventory stored?

Contents Collaboration: What do I do if I receive an information request?

Contents Collaboration: How do I submit my receipts?

Contents Collaboration: Getting help building your inventory

Contents Collaboration: How do I let my claim representative see my inventory?

Contents Collaboration: How do I print a copy of my inventory?

Contents Collaboration: View your account information

Contents Collaboration: Access previous claims

Is Contents Collaboration mobile-friendly?

Contents Collaboration: Is my information safe?

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

2 articles

Team member: 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 9 months ago by Jennifer B.

Team member: You can assign custom tasks to yourself

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 9 months ago by Jennifer B.