All plans4 min read5 steps

Managing Tasks

Tasks keep the work moving and visible. Every task can be tied to a claim or a cash job, assigned to a teammate, and tracked in a list or on a Kanban board.

Step 1
1
Open Tasks
Click Tasks in the left rail. Toggle between list view and board view in the top right. The board has four columns: To Do, In Progress, Waiting, and Done.
app.claimory.io/tasks
Step 2
2
Create a task
Press Create, then set the title, due date, priority (Low, Medium, High), the claim or job it belongs to, and the assignee. The assignee is notified.
app.claimory.io/tasks
Step 3
3
Bulk-create one task per claim
Use Task per claim to create the same task across many claims at once. This is the fast way to run a sweep, for example a follow-up call on every claim waiting on insurance.
Step 4
4
Filter and sort
Use the quick chips (Overdue, Due Today, In Progress) and filters for status, priority, assignee, and claim. Sort by due date, priority, or newest. Export to CSV when you need a list outside the app.
Step 5
5
Drag to update status
On the board, drag a task between columns to change its status. The update is instant, so the whole team sees the current state.