✏️ Team Member
FuturnFlow · Role manual

The Team Member's guide to FuturnFlow

You do the work: pick up assigned tasks, keep their status current, and collaborate in comments. This covers the Member system role and company roles such as Employee.

Your role at a glance

Member is a system role. A typical company role for it is Employee (rank 20).

✓ You can

  • Open and work on the projects your teams are on, and projects you were added to
  • Start tasks, move your cards, and submit them for review
  • Comment, @-mention teammates, and tick checklist items
  • See your teammates on the Teams page

Not part of your role

  • Creating projects or clients, unless your role has those permissions
  • Accepting your own review. A manager decides In Review to Done
  • Settings and people management
  • Seeing projects your teams aren't on

Start here

  1. Accept your team invitations. A banner at the top of the page shows each one. Until you accept, nothing is shared with you.
  2. Open Home. The My open tasks card and the My assigned tasks list lead to My Work.
  3. Open a task. If you were just assigned it, click Accept (or Reject with a reason).
  4. Change your password from your avatar → Profile & preferences → Change password.

Your daily loop

WhereWhat you do
HomeSee due-today, overdue, and high-priority counts, and pending approvals. A banner lists any task sent back for revision.
My WorkYour task list. Tabs: Assigned to me, Reported by me, Watching, Recently done. Search with Search my tasks.
Tasks (board)Drag your card from To Do to In Progress when you start. You can put it back or move it to In Review.
The task pageComments, checklist, files, and a Submit for review button (Mark as done on a subtask).
TeamsWho is on your teams and who leads them.
The status pipeline

A task goes To Do → In Progress → In Review → Done. If a manager sends it back, it goes to Revision with a note, and you resume or resubmit. Blocked and archived are flags, not statuses.

Key how-tos

Finish a task

  1. Open the task from My Work or the board.
  2. Make sure the checklist is ticked.
  3. Click Submit for review. The task moves to In Review and the manager decides.

Comment on a task

  1. Type in the comment box. Use @Name to pull someone in.
  2. Check the label before posting. Internal only is hidden from clients; Client-visible is shown to them.

Add a subtask

  1. Open the parent task and use the add control in Subtasks (if you can edit the task).
  2. Click Mark as done on a subtask to finish it. The person who raised it is told.

Request a sign-off

  1. In the task's Approvals panel, click Request.
  2. Pick the approver from the list. It shows people above you in the reporting line and the project manager.

Notifications and reminders

The bell shows assignments, @-mentions, team invitations, and approval requests. When a task assigned to you is due in about two days and isn't finished, you also get one reminder email. Under avatar → Profile & preferences you can switch In-app notifications and Important only.

The AI assistant

If the AI assistant module is switched on, a round sparkle button sits at the bottom-right of every page. It answers questions from the data you can see, and explains how FuturnFlow works from these manuals. When you ask it to change something (create, assign, move, comment, archive, delete), it shows a card. Nothing happens until you click Confirm; Decline dismisses it. Stop & undo halts it while it is thinking.

Team Member FAQ

"I can't find my project"

Accept your team invitation. If it is still missing, ask an admin or the project manager to add your team.

"I can't move my card to Done"

A manager decides the review. Move it to In Review (or click Submit for review).

"I can't change priority or assignees"

Those fields are for managers. Ask your lead or project manager.

"How do I change my password?"

Click your avatar (top-right) → Profile & preferences → Change password. Starter passwords arrive by email, so change yours on first login.