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.