# 3.2 Order

Clients can view and manage their orders, track tasks in list or board view, request new tasks, apply filters, sort orders, and export tasks for better organization and tracking.

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### **What:**

This feature allows clients to:

* **View all orders** in a structured list.
* **Access individual order details** and track progress.
* **View tasks** associated with orders in **list or board (Kanban) view**.
* **Request new tasks** and monitor the status of requested tasks.
* **Filter and sort orders** for quick navigation.
* **Export tasks** for record-keeping and offline access.

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### **Purpose:**

* Provide **a clear and structured view** of all client orders.
* Allow **efficient tracking and management of tasks** within orders.
* Enable **clients to request and monitor tasks** without direct agency involvement.
* Improve **order management and accessibility** with filtering, sorting, and exporting options.

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### **Pre-conditions:**

* Clients **must have an active account** on Agency Handy.
* Clients **must have at least one order** linked to their account.
* Orders **must contain tasks** to be displayed in list or board view.
* The agency **must allow clients to request tasks** for the option to be available.

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### **Steps to Use (Detailed Guide)**

#### **1. Accessing Orders**

1. **Log in** to your Agency Handy account.
2. Navigate to the **Orders** tab on the left sidebar.
3. The **order list** will display all your active and past orders.

#### **2. Viewing Order Details**

4. Click on any **order** to view its details, including:
   * Order Name
   * Status (Active, Pending, Completed, Canceled)
   * Kick-off Date & End Date
   * Priority & Labels
   * Task List (Associated with the order)

#### **3. Viewing Tasks (List or Board View)**

5. Inside an order, switch between **List View** and **Board (Kanban) View** to see tasks:
   * **List View**: Displays tasks in a structured format with details.
   * **Board View**: Shows tasks in different stages for easy tracking.

#### **4. Requesting a Task**

6. Click the **“Request Task”** button.
7. Enter the **task details**, including title, description, priority, and attachments (if needed).
8. Submit the request, and it will appear under **Requested Tasks** with a pending status.

#### **5. Filtering & Sorting Orders**

9. Use **Filters** to refine your search based on:
   * **Status** (Active, Pending, Completed)
   * **Priority** (High, Medium, Low)
   * **Labels** (Custom labels assigned to orders)
   * **Kick-off Date & End Date**
10. Use **Sorting Options** to arrange orders:
    * **Alphabetically (A-Z / Z-A)**
    * **By Issue Date (Newest First)**

#### **6. Exporting Tasks**

11. Click the **“Export”** button to download tasks in a structured format.
12. Choose the format (CSV, Excel, or PDF) for export.
13. The exported file will contain all **task details, statuses, and timelines**.

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### **Important Notes:**

* Clients can **only view and request tasks** for their own orders.
* Task requests will be **subject to approval** by the agency before being assigned.
* Orders and tasks **can be filtered and sorted** based on various parameters for better organization.
* Exporting tasks helps clients **keep offline records** and share task details externally.
* Clients should **regularly check order updates** to stay informed on progress.