Advocate

The tabs, search, and Group / View / Filter features of the Task Dashboard, and how to use them.

Navigating and Managing the Task Dashboard

This article provides an overview of tasks in the Advocate Platform, including how tasks are organized, the available task types, and the fields that make up a task.

Understanding Tasks

How to use the inbox to view and manage case and task notifications.

Understanding the Inbox

Comments let users leave notes and attach documents on a Task to track progress and communicate with other team members working a Case.

Understanding Task Comments

This article provides the steps required to create, assign, associate, and comment on a Task in the Advocate Platform.

How to Create an Escalation Task

Track outstanding action items across your Cases and manage your notifications in one place.

Tasks & Inbox

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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