Create an ad-hoc task on a claim

---
title: Create an ad-hoc task on a claim
description: Create a task in a Individual Life Claims case to help prioritize, check the case progress, and plan your claim work. An example is that you can request additional supporting documentation.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/insurance-claims/add-an-adhoc-task.html
release: brazil
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Individual Life Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Create an ad-hoc task on a claim

Create a task in a Individual Life Claims case to help prioritize, check the case progress, and plan your claim work. An example is that you can request additional supporting documentation.

## Before you begin

Role required: sn\_ins\_claim\_indl.dbn\_adjuster, sn\_ins\_claim\_indl.manager

## About this task

You can create additional tasks as needed on a claim by using the **Add task** button from the Actions menu, or by using the **Create a new record** button from the Related records panel.

## Procedure

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

2.  Create a task from the **claim workspace** tab in a case or from the tasks list.

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Option

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Steps

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**From the claim workspace in a case**

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In the Tasks section, select **Add claim task**. The new task has the case set as the parent record.

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**From the 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, select **Individual death claims tasks**, and then select **All**.
3.  Select **New**.


</td></tr></tbody>
</table>3.  On the form, fill in the fields.

    For a description of the field values, see [Claim Task form fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/insurance-claims/claim-task-form-fields.md).

4.  In the **Work notes** field, enter any necessary comments.

    The manually posted comments and system-generated work notes are added to the activity stream for the task.

5.  Assign the task to yourself or to another user.

6.  Select **Save**.

    The task status is now New. The active and inactive claim tasks are displayed on the claim case and on the claim Adjuster evaluation step.


## 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: A task has this status if one of the following conditions occurs:
    -   After a new task is assigned to you if you have the either the sn\_ins\_claim\_indl.dbn\_adjuster or sn\_ins\_claim\_indl.manager role.
    -   A task assignee selects **Accept** to accept the task.
    -   A task assignee selects a task that is 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.