In Momentum AMS, Tasks are action items used to track and manage specific to-do items associated with a policy, insured, quote, or internal workflow. Unlike Service Requests, which are often submitted by clients or external users, Tasks are primarily internal and serve as the foundation of agency operations and accountability.
This article will help you understand what tasks are, how they function, and how they fit into Momentum AMS’s workflow and pipeline structure.
✅ What Is a Task?
A Task is a time-bound action or follow-up that needs to be completed by someone in the agency. Tasks can be:
Manually created by users
Automatically triggered by workflows (if configured)
Assigned to individuals, roles, or teams
Tied to insureds, policies, notes, or opportunities
Examples of typical tasks:
Request loss runs from carrier
Collect driver list for renewal
Follow up on a quote proposal
Upload final dec page
Complete binding checklist
Tasks vs. Service Requests
| Tasks | Service Requests |
|---|---|
| Internal action items | Client- or agency-submitted change or help requests |
| Used by CSRs, producers, back office | Submitted by staff or via smart forms |
| Organized by Category (e.g., Commercial Auto) and Stage (e.g., Loss Runs) | Organized by Request Type |
| Visible in Task Pipeline Overview | Visible in Service Requests Overview |
Tasks often result from or are connected to service requests but are tracked independently for action and follow-up.
Task Structure in Momentum AMS
Each task is made up of several key fields:
Assigned To: Person responsible
Due Date: When it must be completed
Category: Usually the Line of Business (e.g., GL, WC)
Stage: The workflow step (e.g., Driver List, Renewal Notice)
Priority: Normal, High, or Rush
Linked Records: Insured, policy, quote, or claim
Comments: Ongoing updates or communication
Attachments: Optional documents or files
Where to Access Tasks
You can view and manage tasks from several areas in Momentum:
Global Tasks View
Go to Left Navigation → Tasks
Filter by date, stage, user, or status
Within an Insured or Policy
Navigate to the insured’s profile
Use the Activity History tab and click on Tasks to see or add related tasks
Task Pipeline Overview
Go to Left Navigation → Pipelines → Task Overview
Visual Kanban-style board by Stage and Category
Why Tasks Matter
Tasks help agencies:
Ensure nothing falls through the cracks
Maintain accountability across producers and CSRs
Track deadlines and follow-ups tied to renewals, quoting, or servicing
Replace sticky notes, inbox flags, and siloed spreadsheets
Used correctly, Tasks create transparency, consistency, and a clear workflow across your entire agency.
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