How to Create and Assign a Task

How to Create and Assign a Task
Creating and assigning tasks in Momentum AMS is a core function that helps your team manage follow-ups, workflows, and accountability across the entire customer lifecycle. Tasks can be created from the insured’s profile, a specific policy or note, or from the global Tasks tab. You can assign tasks to yourself or other team members based on their role or responsibility.

This guide walks you through how to create a task manually and connect it to the right records for visibility and tracking.

✅ Ways to Create a Task

You can create tasks in three main places:

1. From the Global Tasks Page

Go to Left Navigation → Tasks
Click “Add Task”
Fill out the task details (see below)

2. From an Insured’s Profile

Navigate to the insured's detail page
Click the “Activity History” and Select "Tasks"
Click “Add New” button

3. From a Note, Policy, or Quote

Add a new Note and scroll down to the “Task” field to link a task to that note
On a Policy, use the Tasks tab or Actions → Add Task

Fields to Complete When Creating a Task

Field	Description
Title	A clear name (e.g., “Send Loss Runs Request”)
Description	Instructions or details for the task
Category	Choose the Line of Business or function (e.g., Commercial Auto)
Stage	Choose the workflow stage (e.g., Driver List, Renewal Notice)
Assigned To	Pick the responsible person or team member
Due Date	The target date for completion
Priority	Normal, High, or Rush
Reminder Date	Optional system reminder before due date
Status	Defaults to “Open”; can be changed to “In Progress,” “Completed,” etc.
Linked Records	Select related Insured, Policy, Quote, or Note

Tasks can be updated or reassigned as work progresses.

Task Creation Best Practices

Always include a Category and Stage so the task shows in your Task Pipeline
Assign to a specific person to maintain accountability
Use consistent titles (e.g., “Bind Policy,” “Renewal Prep – GL”)
Attach relevant documents or link to notes for context
Use tags or naming conventions to keep tasks searchable

✅ After Creating the Task

Once saved:

The task will appear in the assigned user's Dashboard and Task list
It will also appear under the Insured’s Tasks tab and in the Task Pipeline
You can now comment, complete, or track the task over time