Custom Tasks Delivery

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3 articles

Administrator: What options are there for task assignment automation?

Schedule the task assignment - Assign this task to a pre-determined recipient at a specified time within ClaimXperience. Company resource invited to the project - Assign this task when a company reso…

Updated 6 months ago by Jennifer B.

Administrator: How do I enable a trigger?

Click Custom Tasks in your Tasks menu. Click Delivery. Select the task you want to enable for automation. If the task requires additional information, select that information from the drop-down menus…

Updated 6 months ago by Jennifer B.

Administrator: What is an automatic trigger?

An automatic trigger is a response to an event that causes a custom task to be sent. For example, enabling the "Company resource invited to the project" trigger causes the selected task to be assigne…

Updated 6 months ago by Jennifer B.

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