How to Comment on, Update, and Complete a Task

How to Add a Comment (Using a Note)

To record progress or add internal communication to a task, you’ll create a Note and link it to the related task.

Option 1: From the Insured’s Activity History

1. Go to the Insured’s Profile

2. Click on the Activity History tab

3. Click the Notes sub-tab (or scroll to the bottom of the page)

4. Click Add New

In the note creation form:

• Enter a Subject (e.g., “Follow-up on Driver List”)

• In the Task field, select the related task from the dropdown

• Add your comment or update in the body

• Attach files if needed

• Click Save

Option 2: From Within the Task

1. Go to the Insured’s Profile → Activity History

2. Find the task and click its title to open the detail view

3. Click Add New within the task window

4. The task will auto-link to the note

All notes tied to a task appear in both the Activity History and the Task Detail for full visibility.

✅ How to Complete a Task

Once the task is resolved, you should mark it complete to remove it from your open pipelines.

Steps:

1. Open the task from Activity History

2. Click on Actions on left, the click Mark Closed

3. (Optional but recommended) Add a final Note summarizing what was done

✅ Completed tasks no longer appear in the Task Overview Pipeline by default but remain searchable.

Attaching Files to Notes

Files related to a task — such as driver lists, signed forms, or confirmations — should be uploaded as part of the Note.

• They’ll stay visible with the note in Activity History

• This keeps the task and its supporting documentation together

Best Practices

• Always use notes to document progress on a task

• Link each note to the related task to preserve workflow continuity

• Use clear, consistent subject lines (e.g., “Requested Loss Runs”)

• Upload relevant files with the note instead of storing them separately