Add an ad-hoc task

---
title: Add an ad-hoc task
description: Create a task as a processor, adjuster, or manager to help prioritize and plan your claim work better.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/insurance-claims/add-task-personal.html
release: brazil
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Personal Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Add an ad-hoc task

Create a task as a processor, adjuster, or manager to help prioritize and plan your claim work better.

## Before you begin

Role required: sn\_ins\_claim\_pers.auto\_processor, sn\_ins\_claim\_pers.auto\_adjuster, or sn\_ins\_claim\_pers.manager

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

## Procedure

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

2.  Open the claim one of the following ways.

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Option

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Steps

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**From the landing page**

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

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**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.  In the **Lists** tab, navigate to one of the following applicable lists:
    -   As a processor, select **Personal auto claim cases**, then select **All**.
    -   As an adjuster, select **Personal auto claim adjuster tasks**, then select **All**.
    -   As a manager, select **Personal lines claims approvals**, then select one of the following:
        -   **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.  Select **Add task**.

4.  Fill in the details on the Create New Personal Auto Claim Task form.

5.  In the **Work notes** field, enter any comments that are related to your findings.

    Manually posted comments and system-generated work notes add to the Activity stream for the task.

6.  Assign the task to yourself or another user.

7.  Select **Save**.

    The task shows in New status. Active and inactive claim tasks display 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
    -   After a newly created 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.