Tasks and Flagged Items

9 articles

How do I filter flagged items?

Click Personal Property in your Tasks menu. Click Flagged. Click Search and filter items [ ] at the top of your dashboard. Select the filter condition. Select the filter options you want to use. Clic…

Updated 2 years ago by Jennifer B.

How do I see the details of a flagged item?

Click Personal Property in your Tasks menu. Click the Flagged tab. Click the flagged item. For a brief overview, watch the Reviewing Flags video tutorial.

Updated 2 years ago by Jennifer B.

How do I complete a Flagged Item task?

You are notified when a Flagged Item task is assigned to you. Click on the link in the notification email. Click Personal Property in the Tasks menu on your dashboard. Click Flagged. Click the item y…

Updated 2 years ago by Jennifer B.

Who can flag a replacement item?

Only primary contacts and team members with full access to a project can flag items and request additional information for replacement items. For a brief overview, watch the Flagging Items video tuto…

Updated 2 years ago by Jennifer B.

How do I reset the flagged item filter settings?

Option 1 Click Personal Property in your Tasks menu. Click Flagged. Click Search and filter items [ ] at the top of your dashboard. Click Reset. Option 2 Click Personal Property in your Tasks menu. C…

Updated 2 years ago by Jennifer B.

How do I know if I need to work on a flagged item?

You are notified when the claim’s primary contact or a user with full-access to the project assigns a flagged item task to you.

Updated 2 years ago by Jennifer B.

How do I track flagged items?

Click Personal Property in your Tasks menu. Click FLAGGED.

Updated 2 years ago by Jennifer B.

How do I know if I can participate in a personal property task?

You are notified when a personal property task is shared with you.

Updated 2 years ago by Jennifer B.

How do I share a personal property task?

Option 1 Share Personal Property task if no inventory is available Select Personal Property from the Tasks menu on your dashboard Click Share Task to open the Share Personal Property drawer Select ...

Updated 2 years ago by Jennifer B.

Powered by HelpDocs (opens in a new tab)