Create and Complete Task Template in CleanClaims Platform
Chase Norton
|
28 steps
|
2 minutes
Cleanclaims
1
Navigate to your project in https://app.cleanclaims.com
2
Once in your project, you can add project specific tasks and assign to any of your resources. To do so, please follow the steps below
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Click "Project Actions"
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Click "Tasks".
Create a Task Template
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To add a task, or create a new Templated Task, Click "Add task"
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Click the dropdown on "Select Template or Create New"
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Click "Create New Template"
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Give the Task a Name & Description
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Assign a priority for the template (Keep in mind, when you select this as a task, you can adjust the priority and interval at any time)
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See the priority list and select one.
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Assign a preferred Interval
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Click "Save as Template"
Tip! Once the template is created, you can then add the task by selecting the template
Add a Project Task
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Click "Add task"
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Select the preferred project task from the task list, or if needed you can create an additional template following the steps above
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Once your task is selected, you can edit/add any of the fields.
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Assign any user to the task you want completed
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Click "Save"
Task Actions
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You can take or add any uploaded images/files to the task by clicking the "Photo" icon here.
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Use the Quick Picture feature or Upload pictures to add an image.
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Click this icon to close the media manager
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You can add and view notes associated to the task. Click "Note"
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Click the "Enter your comment" field and add a comment.
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Click "Submit" to add your comment
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You will see a running log of your comments here.
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Click this icon to close the Comments modal.
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To make any edits to the task, as an Admin you can Click "edit"
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Adjust any of the fields, then Click "Save"
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Once the task has been completed, a user can Click "Mark complete". It will give a timestamp and log who has marked it as complete.
