Projects
Track active claims and jobs, manage workflows, communications, tasks, files, and team collaboration.
10 articles
Introduction to ProjectsLearn how projects help you organize all work related to a property or claim in one place.
Creating and Managing ProjectsLearn how to create, update, and manage projects throughout their lifecycle.
Managing Project View, Filters, and PipelinesLearn how to organize and track projects using views, filters, and workflow pipelines.
Configuring Project InformationLearn how to manage key project data such as property details, insurance, and claim information.
Tracking Project ActivityView a real-time timeline of all actions and updates within a project.
Managing People in a ProjectLearn how to add and manage all participants involved in a project.
Managing Project CommunicationsCentralize and manage all emails and communications within a project.
Managing Tasks and WorkLearn how to create, assign, and track tasks and scheduled work inside a project.
Managing Files, Notes, and TemplatesOrganize and access all documents, notes, and templates related to a project.
Sharing Projects and FilesLearn how to securely share project data and files using shareable links.