Use tasks to manage claim work

The Tasks tab contains a Gantt chart that you and your team may use to manage the work involved in working through the claim.

To add a new task:

1. In the Tasks tab, click Add.

2. There are four options:

   • Select Create New Item if your site has been configured to enable you to create a new Gantt chart entry in a workspace that manages Gantt chart tasks.

   • Select Add Existing Item if your site has been configured to enable you to select an existing Gantt entry from a workspace that manages Gantt chart tasks.

   • Select Add manual entry to add a new Gantt chart task.

   • Select Create Milestone to create a milestone on the Gantt chart.

     Note: This is not the same as milestones found in the Milestone tab.

3. Under the Start Date, End Date, and Duration columns, enter timing information for the task.

4. (Optional) In the Predecessor column, click to select a task that must be completed before the current task can be completed.

   Note: The Gantt chart on the right updates automatically as you add tasks.

5. Click Save.

Now, as tasks are completed, you can fill in the Progress % column to track this information.