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

1. 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)

1. 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

1. Click the “Request Task” button.

2. Enter the task details, including title, description, priority, and attachments (if needed).

3. Submit the request, and it will appear under Requested Tasks with a pending status.

5. Filtering & Sorting Orders

1. 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

2. Use Sorting Options to arrange orders:

   • Alphabetically (A-Z / Z-A)

   • By Issue Date (Newest First)

6. Exporting Tasks

1. Click the “Export” button to download tasks in a structured format.

2. Choose the format (CSV, Excel, or PDF) for export.

3. 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.