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Status Future consideration
Created by Guest
Created on Oct 7, 2021

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen.


I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks. Tasks can then only be views when physically going into each policy.


Another client wishes to implement recommendations and use tasks. To record a task the user has to go to location > recommendation > tasks. Impossible to view all tasks, tasks can only be viewed per recommendation.


All tasks - even the ones created for policy and recommendation are visible when clicking on the task app in claims.


Request: Provide ideally a task app. Make tasks usable in policy and properties as an app (recommendations) so this becomes usable.



Solution Platform ClearSight
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  • Admin
    Dianna Talmadge
    Reply
    |
    Jul 25, 2022

    Related Epic is tied to a parking lot release so leaving Idea as future consideration