Associate Role
Associate Role

Associate Role

Associates are assigned tasks by supervisors. An associate is assigned a task directly by a supervisor or by membership in a group that is assigned a task. Associates accept a task assignment to initiate the task workflow and move the task to the In Progress state.
The
All Tasks
screen for an associate lists all assigned tasks.
List of tasks for an associate.
Associates can filter tasks by the date when the tasks were created or by status using the filter icon. An associate updates the status of a task by tapping
Accept
or
Complete
. Tasks with a status of In Progress display
Complete
.