Track Orders

Track Orders

Track your orders to see what's in progress, what needs your attention, and what's already been completed or cancelled.

Things to Keep in Mind

  1. Members see their own orders under My Orders. Owners and Managers can also view every workspace order under All Orders.
  2. Each order carries one of four statuses: In progress, Needs action, Completed, or Canceled.
  3. Open orders show orders that are In progress or Needs action. Closed orders show ones that are Completed or Canceled.
  4. Only Owners or Managers can Reassign an order.

How to Track Orders

  1. Go to Orders from the sidebar and select My Orders or All Orders.
  2. Choose All, Open, or Closed to filter the list.
  3. Click an order to open its Glance, or double-click to open its full Summary.

Glance View

Glance gives you a quick preview of an order without leaving the list.
  1. Basic Info: Amount paid by customer and assigned member.
  2. Meeting Info: When the order's meeting is next scheduled, and the meeting location.
  3. Mark Complete is always the primary action for an open order.
  4. Use the overflow menu to Reassign or Cancel. Click the arrow icon to open the full Summary.

Summary View

Summary is the full detail view of an order, organised into four tabs: Details, Activity, Files, and Notes.
  1. Details: Basic info, payment info, and a status banner reflecting where the order stands.
  2. Activity: A log of everything that's happened on the order.
  3. Files: Documents shared between the member and the customer.
  4. Notes: Your own record of progress and context.