Assign Status and Status Tabs

2 min read

See how work, orders, tickets and chats are spread across remote members.

See how work is spread across your remote members.

Overview

This guide covers Assign Status and the other status tabs on Remote Members.

Who Can Access

Agency AdminTeam Member

Team members need View Tasks Status or View Task Assign. Export CSV needs Export Remote Task Status.

Assign Status

Assign Status: task totals and each remote member's work by stage
  • The cards show total work and how much is Assigned, Processing, Working, Completed and Overdue.
  • The table shows the same for each member. Click a row to see their tasks, including Overdue and Completed late.
  • Filter by date, member or status, and use Export CSV.

The Other Tabs

TabShows each member’s
Order StatusOrders: Pending, Submitted, Working, Completed, Canceled
Order TasksOrder tasks: Working, Completed, Overdue
Ticket StatusTickets: Open, Pending, Closed
To-Do StatusTo-dos: Pending, In Progress, Completed, Overdue
Client StatusClients: Active, Inactive
Chat StatusChats: Assigned, Unassigned

Frequently Asked Questions

Why is a member missing?⌄
They have no work of that kind, or your filters hide them.