What is Task per Claim?

Task per Claim writes the same task onto every active claim in one action. Type the title once, set a priority and a due date, and Claimory creates it against each claim that qualifies. It is the fastest way to push a shop-wide check, like confirming a pre-scan and post-scan are both on file, across thirty open repair orders without opening thirty claims.

Which claims count as active for Task per Claim?

Every claim that is not archived, not Delivered and not a Total Loss. A Completed claim still counts, because a completed repair can still owe paperwork. The fan-out never touches archived claims or total losses, so a car that left the lot in March does not collect new work.

Will Task per Claim create duplicates if I run it twice?

No. Before it writes anything, Claimory checks each active claim for a task with the same title that is not marked Done. Any claim that already has one open is skipped, and the result tells you both numbers: how many tasks were created and how many claims already had it. A claim whose copy is already finished gets a fresh one, which is what makes running the same check next week safe.

What are the task statuses in Claimory?

To Do, In Progress, Waiting and Done. Waiting is the one that earns its place in a collision shop, because a supplement sitting with an adjuster and a part sitting on a truck are both real work that nobody in the building can move today, and neither belongs in the column for what your technicians are on right now.

Does a task have to be attached to a claim?

No. A task hangs off an insurance claim, or off a cash job, or off nothing at all. The database enforces that it is never attached to both a claim and a cash job at once. Shop admin work that belongs to no repair order is a first-class task, not a note somebody leaves on a whiteboard.

Does Claimory create tasks automatically?

From one source, yes. When the AI Claim Audit finds something worth $200 or more, or flags a finding as high priority, Claimory writes it onto that claim as a task titled with the opportunity and the dollar figure. Re-running the audit on the same claim does not duplicate those tasks. That is the only automation that writes tasks. Nothing in Claimory spawns a task when a claim status changes, when a part is received, or on any other claim event. The description on a task the audit writes ends with a reminder to confirm the OEM or state-regulation evidence before anything goes to a carrier.

Can I assign a task to a role instead of a person?

No. A task in Claimory is assigned to a named person, or to nobody. There are no role queues, so you cannot route a task to the parts desk and let whoever is free take it. Tasks created by Task per Claim and by the Claim Audit arrive unassigned, and somebody picks them up.

Can I reassign or reschedule a batch of tasks at once?

No. You cannot multi-select existing tasks and reassign them to another person or push their due dates in one action. Bulk creation exists in Claimory, through Task per Claim, which writes one task onto every active claim at once. Bulk editing does not, so changing the owner or the due date on a task is done one task at a time.

Can I set up recurring tasks or task templates?

Not today. A task does not repeat on a schedule, and there is no library of saved task sets to drop onto a claim at a given stage. The closest thing in Claimory is Task per Claim: run the same title across every active claim whenever the check comes round, and it fills in the claims that do not already have it open.

Can I export my tasks?

Yes, as CSV, and the export respects whatever your filters are showing rather than dumping the whole table. Eleven columns come out: title, description, status, priority, assignee, due date, claim number, claim customer, job number, job customer and created date. Filter the board to one carrier's claims and the file matches what is on screen.

Do my technicians need a login to be assigned tasks?

Only the ones who will open Claimory themselves. A tech who marks work done or uploads teardown photos from the bay needs an account. A tech whose status the production manager updates on their behalf does not. A technician account starts with none of Claimory's eight permissions, so it shows the work without showing financials, labor rates or per-claim margin.

Can I see the tasks for one specific claim?

Yes. Every claim carries its own Tasks tab listing the work tied to that repair order, which is also where tasks created by the AI Claim Audit appear. If a car has been sitting, the claim tells you what is open against it without you filtering the shop-wide board.

Tasks and Workflow

Run the whole shop's work from one task board

Claimory gives a collision repair shop one place for everything that has to happen today. Drag work across a four-column board, flip to a list that groups by what is late, hang a task off a claim or a cash job or nothing at all, push one task onto every open claim in a single action, and export exactly what your filters are showing.

The Claimory task board for a collision repair shop, showing three columns titled To Do, In Progress and Done, with task cards for creating an estimate on an urgent claim, following up with a USAA adjuster, negotiating OEM parts approval and completing a fender repair, each card carrying its claim number, assignee, priority and an Overdue or Today flag.

Task statuses that already speak collision repair

01
To Do
Where a new task lands. Anything you write yourself, and anything Task per Claim fans out across the board, starts here waiting to be picked up.
02
In Progress
Someone has picked the task up. On the board a task moves here by dragging the card, which is the only status change that does not need a dialog.
03
Waiting
The task is real, it is not done, and it is not the shop's move. A supplement sitting with an adjuster and a part sitting on a truck both live here.
04
Done
Finished work, and the only column with a time filter. It shows today by default, then past week or past month, so a busy board does not fill up with last month's wins.

Two views over the same tasks

A board cannot tell you what is late

The Claimory task list view grouped by when work is due, with an Overdue heading and its task count above rows that each show a checkbox, the task title, its claim number, the assignee, a one-line description, a priority, an overdue chip and the due date.

Kanban board
Drag a card, change its status
The kanban board is what opens by default. Each column is a status and each card is a task, carrying its claim number, its assignee, its priority and an overdue flag on the face of it. Drag a card from one column to the next and the status changes with it, which is the only way to move a task without opening a dialog. It is the view for a morning walk-through, when the question is what is everybody on.
List
Grouped by when it is due
The list view sets status aside and groups by due date instead: overdue, due today, due soon, no due date, and completed, each with its own count. It is the view for the question a wall of cards cannot answer, which is what is late and how far. Whichever view you leave it on is the one that opens next time, remembered per browser.
Assign it to somebody and they hear about it
Notified on assignment, and on reassignment
Putting a person on a task notifies that person, and changing the assignee later notifies the new one. Claimory stays quiet in the two cases where a message would be noise: assigning a task to yourself, and anyone who has turned that notification off in their own preferences.

One title, every open claim

It will not write the same task twice

The dialog says so itself: a task is created for every active claim that does not already have a task with the same title. Claims that already carry it open are skipped, and the result tells you both numbers. That is what makes running the same check again next week safe rather than a mess.

The Create Task for All Claims dialog in Claimory, which states that it will create a task for every active claim that does not already have a task with the same title, above fields for task title, description, priority and due date.

Adding a task

Log a task in two simple steps

01
Essentials
Title, description, status and priority, with To Do and Medium already chosen. The only thing you have to type is the title: that is the whole of what step one validates.
02
Context & Assign
Where the task gets its claim or its cash job, its assignee and its due date. A task with none of the three is still a valid task, which is why they are not on step one.

The Create New Task dialog in Claimory, on step one of two labeled Essentials, showing fields for task title and description with status set to To Do and priority set to Medium, and a Next Step button leading to Context and Assign.

Push one check across every open claim tonight

Run Task per Claim on your real board and see how many claims were missing the thing you assumed everybody was already doing.

Straight answers

Run the whole shop's work from one task board

Task statuses that already speak collision repair

To Do

In Progress

Waiting

Done