How to Add a New Task

💡: Users with the Task Editing permission have the ability to create and edit tasks associated with a record in incidents,safety, assets, or locations and view tasks not assigned to them. 

To Add a Task:

• Log into your Aclaimant account
• From your Home tab, select the relevant tab and navigate to a record.
   
   
• In the record, go to the Summary tab and click New task
  
  

Create the task by doing the following:

1. Select an option from the Action dropdown

• Free-text - user can enter any text to explain a task that needs completing
• Submit files -  tells the user they need to submit a form that is already configured in Aclaimant
• Upload document - tells the user they need to upload a document relevant to the record

• Complete sections - tells the user they need to fill out a form that is already configured in Aclaimant

2. Add an Assignee by clicking the cog wheel next to it and choosing a name
3. Add a Watcher by clicking the cog wheel next to it and choosing a name
4. Add a due-date for the task using the date field next to due on

5. Click the Save button

💡: A watcher is a person who is notified of any changes to the task, they are also notified if the task is approaching its due date or if the task is overdue, but does not have the responsibility to complete the task. 

Adding a Task from an AI Next Step:

• When the AI Assistant is turned on for your account, the Next steps card on an incident or safety report has an Add to task option in its menu.
• Selecting Add to task opens a new task with the AI Assistant alongside it. The assistant drafts one task with the steps in its description.
• The assistant asks who should be assigned to the task.
• Review the draft, ask the assistant for any changes, and save the task yourself.
• Add to task follows the same rules as adding a task by hand. It appears on submitted reports, and it also requires permission to create tasks.

Assigning Tasks at a Collective Level:

💡: Company admins can create & assign tasks to users in a company account. A task can't be created until a report exists to create it under