Task Settings Overview
Task Settings enable you to create categories and standardized task templates, automate task creation based on downloads or policy actions, and organize tasks in your agency. They help you efficiently streamline task management and ensure consistency for your agency.
Before you begin
Before establishing task settings for your agency and creating tasks, HawkSoft recommends that you read Best Practices for Managing Tasks for Your Agency. Practicing these best practices enables your agency to do the following:
Determine standards and workflows for your agency tasks
Leverage task settings to create standardized tasks in your agency
Easily track the progress of your agency's tasks
Determine if you want your staff to always create a log note on a task for E&O purposes
To access Task Settings
Click Activities > My Tasks from the main menu bar, and then select the Settings tab in the Task Center.
OR
-
Log into the HawkSoft Web app, accessed from any computer.
-
Click the Task Center icon
in the left column of the HawkSoft web start page, then select the Settings tab.For more information about logging into the HawkSoft web app, see Logging In and Out of HawkSoft.
Task Categories and Templates
This article explains how to create and edit task categories and templates. Task Categories enable you to quickly group agency tasks in the Task Center and enable your staff to easily select a template related to a Category. Task Templates enable your staff to quickly create standardized tasks and allow for easier organization, review, and tracking of your agency's tasks.
Default Task Rules
This article explains how to configure default task rules to automatically trigger the creation of default tasks when specific actions are performed on a policy. Default Task Rules enable you to set consistent follow-up reminders and easily streamline task organization.
Download Task Rules
This article explains how to create and edit Task Rules within your Downloads Dashboard. Download Task Rules define when a task should be created, and to whom the task should be assigned to, upon receiving a carrier download. When downloads are received by HawkSoft, the downloads are checked against these Task Rules, and if the download matches the criteria of a rule, HawkSoft automatically creates a task for the specified user(s) associated with that particular task rule.
Related Topics