Add an ad-hoc task for an Insurance claims case

---
title: Add an ad-hoc task for an Insurance claims case
description: Create a task for an Insurance claims case to help prioritize and plan your claim work better.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/add-an-ad-hoc-task.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Use, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Add an ad-hoc task for an Insurance claims case

Create a task for an Insurance claims case to help prioritize and plan your claim work better.

## Before you begin

Role required: sn\_ins\_gen\_claim.processor, sn\_ins\_gen\_claim.adjuster, or sn\_ins\_gen\_claim.manager

## About this task

This procedure references service definitions and products that are used in the included travel insurance claim line of business. Your workflow may vary depending on your configuration.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Open the claim one of the following ways.

<table id="choicetable_fp4_xnh_vcc"><thead><tr><th align="left" id="d111869e89">

Option

</th><th align="left" id="d111869e92">

Steps

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**From the landing page**

</td><td>

From a claims list, select the claim case that you want to create a task for.

</td></tr><tr><td id="d111869e107">

**From the applicable case/tasks list**

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1.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
2.  On the **Lists** tab, navigate to one of the following applicable lists \(or the list category that is specific to your custom workflow\):
    -   As a processor, select **Insurance claim cases**, and then select **All**.
    -   As an adjuster, select **Insurance claim adjuster tasks**, and then select **All**.
    -   As a manager, select **Insurance claim flow approvals**, and then select one of the following options:
        -   **My approvals - Reserves**
        -   **My approvals - Payments**
3.  In the list, select the case or task that you want to open.


</td></tr></tbody>
</table>3.  Add a task in one of the following ways.

    -   If you are in a claim, select **Add task**.
    -   If you are in an adjuster task, select **Add claim task**.
4.  On the form, fill in the details.

<table id="table_ns2_qfk_fdc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Priority

</td><td>

Priority of the task.

</td></tr><tr><td>

Due date

</td><td>

Date when the task is due.

</td></tr><tr><td>

Short description

</td><td>

Brief description of the task.

</td></tr><tr><td>

Description

</td><td>

Detailed description of what needs to be done for this task.

</td></tr><tr><td>

Work notes

</td><td>

Comments related to your findings.Manually posted comments and system-generated work notes add to the activity stream for the task.

</td></tr></tbody>
</table>5.  Assign the task to yourself or another user.

6.  Select **Save**.

    The task shows that it's in the New status. Active and inactive claim tasks are displayed on the claim case and on the claim Adjuster review.


## What to do next

After a task is created, the task can move to the following statuses depending on the requirement for the task.

-   Work in Progress
    -   After a new task is assigned to oneself.
    -   A task assignee selects **Accept** to accept the task.
    -   A task assignee selects a task currently in the Awaiting info status.
    -   After a task assignee selects **Open task** to continue working on the task.
-   Awaiting info: A task assignee selects **Awaiting info**.
-   Closed complete: A task assignee selects **Close** to close the task.