All Orders Dashboard

3 min read

The main Orders screen — every client order in one place, grouped by status, in the view that suits you.

Overview

An order is the core work item in Clientish — one client’s purchase of one service. The list page opens on a paginated table with status tabs across the top, each showing a live count so you can see where the work sits without applying a single filter.

Three Ways to View Orders

WHERE IT SITS — ORDERS HEADER, TOP RIGHT

Table
Kanban
Cards

The view toggle sits in the Orders header, next to Tasks and Export.

Table view

The default. Dense rows with every column visible — best for scanning volume, sorting, and bulk actions.

Kanban view

One column per status. Drag a card between columns to change its status — the fastest way to move work along.

Card / grid view

Larger cards with client, service, assignee, and due date together — easiest to read when you have fewer, bigger orders.

Switching: use the view toggle at the top of the list. Your search, filters, and status tab carry across all three views.

Status Tabs

Tabs run across the top with a live count on each, so you can read where the work sits before applying a single filter.

WHERE IT SITS — DIRECTLY BELOW THE PAGE TITLE

All 171
Pending 22
Submitted 53
Working 25
Complete 62
Canceled 9

Each tab carries a live count; All shows every order regardless of stage.

Any custom statuses you create appear here as extra tabs alongside the defaults.

Header Actions

View toggle

Switch between Table, Kanban, and Cards

Tasks

Jump to the task board across all orders

Export orders & ratings

Download as Excel (.xlsx) or CSV (.csv)

Add Order

Create an order by hand

Route: /orders

Table Columns

Order no.

Unique reference, also shown under the service as Ref

Client

Avatar, name, and email

Service

What was purchased

Amount

Order value in your workspace currency

Assigned

Stacked avatars with a + to assign more; reads “Unassigned” when empty

Status

Current stage, including custom statuses

Due date

Colour-coded — red once it’s overdue, green while on track

Updated & Created

Relative last-touch time plus the creation date

Sorting: every column header is sortable.
Selection: the checkbox column enables bulk status change and bulk delete.

Row Actions

WHERE IT SITS — THE ⋮ BUTTON AT THE END OF ANY ROW

View Details
Edit Order
Duplicate

Delete

Most order work starts here rather than by opening the record. Each item is gated by its own permission, so a member may see fewer options than you do.

View Details

Open the full order page

Edit Order

Change client, service, quantity, or notes

Duplicate

Clone the order for repeat work

Delete

Remove the order

Permissions: edit, duplicate, and delete are separate permissions — a member can update an order without being able to remove one.

Who Can Access

Agency AdminTeam & Remote Members (assigned only)

Tips & Best Practices

Work the status tabs left to right each morning — anything sitting in an early stage for days is your bottleneck.