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My Assignments is your personal work queue in Zentrix Cloud. It brings every order, quotation, and RFQ assigned to you into a single list so you can keep working on them without hunting through the Sales, Bookings, or Procurement modules.

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Open My Assignments

Select My Assignments from the main sidebar. The page loads with all documents currently assigned to your user account, most recent first. Each row shows the document at a glance:

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Find a specific document

Use the search bar at the top of the list to search by document number, customer, employee, or note. Results filter as you type.

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Filter the list

Four filters sit directly below the search bar. Combine them to narrow the queue.
1

Document

Limit the list to a single document type: Orders, Quotations, or RFQs. Leave set to All to see everything.
2

Branch

Show assignments from one branch only. Useful if you work across multiple locations.
3

Status

Filter by workflow status, such as Draft, On Hold, or Completed, to focus on what still needs action.
4

Date range

Pick a date range to see only documents assigned within that window.
Set Status to On Hold and Draft to surface the work that still needs your attention, and leave Completed items out of the view.

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Open and work on an assignment

Select any row to open the full document. From there you can continue the workflow the same way you would from the Sales, Bookings, or Procurement modules: edit line items, change status, add notes, or hand off to a colleague. When you update a document, the row in My Assignments reflects the new status the next time the list refreshes.

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What appears here

Orders

Sales orders where you are the assigned employee.

Quotations

Quotations you are responsible for preparing or following up on.

RFQs

Requests for quotation routed to you in Procurement.
You only see documents assigned to your user account. Managers who need a full view across the team should use the Sales, Bookings, and Procurement modules directly.