Work & Quotations: viewing your requests, importance levels and task statuses
You can view all requests which have been assigned to you under "Work & Quotations" from left sidebar.-
On this page you would be able to view
- All requests on your list
- Requests awaiting invoices
- Quotations (also known as quotes)
Task Importance
Requests are colour coded by Importance !
From: Low, Medium, High and Emergency.
You would now have clear visibility as to which Managing Agent has assigned you the work.
Task Statuses
The dashboard uses colour-coded status tags to help you identify where a task sits in its operational lifecycle:
- In progress (Green): Active tasks that are currently being worked on by the assigned team.
- Invoice upload required (Yellow): Work is finished, and the system is waiting for the final financial documentation to be submitted.
- Awaiting quotations (Purple): These are new or pending requests where a price estimate has not yet been submitted to the managing agent.
- Quotation Received (Light Blue): Your quote has been successfully submitted and is currently being reviewed by the client or agent.
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