Create an ad-hoc task on a claim

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a task in a Individual Life Claims case to help prioritize, check the case progress, and plan your claim work. An example is that you can request additional supporting documentation.

    Before you begin

    Role required: sn_ins_claim_indl.dbn_adjuster, sn_ins_claim_indl.manager

    About this task

    You can create additional tasks as needed on a claim by using the Add task button from the Actions menu, or by using the Create a new record button from the Related records panel.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Create a task from the claim workspace tab in a case or from the tasks list.
      OptionSteps
      From the claim workspace in a case In the Tasks section, select Add claim task. The new task has the case set as the parent record.
      From the tasks list
      1. Select the lists icon (lists icon).
      2. On the Lists tab, select Individual death claims tasks, and then select All.
      3. Select New.
    3. On the form, fill in the fields.
      For a description of the field values, see Claim Task form fields.
    4. Optional: In the Work notes field, enter any necessary comments.
      The manually posted comments and system-generated work notes are added to the activity stream for the task.
    5. Assign the task to yourself or to another user.
    6. Select Save.
      The task status is now New. The active and inactive claim tasks are displayed on the claim case and on the claim Adjuster evaluation step.

    What to do next

    After a task is created, the task can move to the following statuses depending on the requirement for the task.
    • Work in Progress: A task has this status if one of the following conditions occurs:
      • After a new task is assigned to you if you have the either the sn_ins_claim_indl.dbn_adjuster or sn_ins_claim_indl.manager role.
      • A task assignee selects Accept to accept the task.
      • A task assignee selects a task that is in the Awaiting info status.
      • After a task assignee selects Open task to continue working on the task.
    • Awaiting info: A task assignee selects Awaiting info.
    • Closed complete: A task assignee selects Close to close the task.