What You'll Learn
1 How Tasks Work
2 Available Task Types
3 Composition of a Task
4 Task Statuses
How Tasks Work
Tasks are an effective tool for tracking compliance progress and communicating between team members regarding the actions required for a case or policy.
Tip: Tasks can be used to design workflows for individual users or teams.
Tasks are created on the Case Overview tab and appear nested under the policy(ies) they are associated with.
From this view, users can see who each Task is assigned to, whether it is flagged, overdue, completed, cancelled, or not yet started.
Tip: To see the due date of a Task from this view, hover the cursor over the calendar icon and the Task's due date will appear. The calendar icon will turn orange the day a Task is due and red once the Task is overdue.
Tasks can also be filtered on the Overview tab for easier workflow management.
Available Task Types
When creating a new Task, the Advocate platform provides the following pre-existing Task types to choose from:
Waiver Required
End of Renewal Review – Handoff
Missing Asset Information
New Insurance Contact Needed
Non-Responsive Broker
No Document Received
No Policy Received
Invoice Received – Action Required
Policy-Certificate Mismatch
Borrower Involvement Noted
Policy Approved
Missing Coverage
Non-Compliant Policy
Change in Policy Term
Composition of a Task
Each task is comprised of the following editable fields: assigned to, due date, associated with, a Task description, and a comment section.
Task Statuses
Status | Description |
Open | The Task is active and requires action. |
Complete | The Task has been completed. |
Cancelled | The Task is not required and has been cancelled. |
Things to note about Tasks statuses:
Tasks can be cancelled but not deleted once created.
Look for the circle next to each task. Task statuses aren't shown as text but are represented by the circle next to each Task.
An empty circle means the Task is still Open.
A green checkmark in the circle means the Task is Complete.
A red diagonal line through the circle means the Task is Cancelled.
