How do I add a Task to an Insurance policy?

Once you have recorded your Insurance policies within the portal, you can create Tasks for reminders of policy due dates or other important Insurance related tasks. 

To add a Task to an Insurance item: 

1. Navigate to 'Financial' > 'Insurance' > Locate your Insurance policy. 
   
   
   
    
2. Click the 'Tasks' tab.
   
   
    
3.  From the Tasks area there are two ways you can add a Task:
   
    Option 1 - Create a rapid Task straight from the Task name.
   
   
   
   Option 2 - Click 'Add' and create the task from the slide out window. 
   
   
   
    
4. Tasks created within an Insurance item are saved within the Insurance item itself, and are also visible within the 'Tasks' area of your portal.