> ## Documentation Index
> Fetch the complete documentation index at: https://help.zentrixcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# My Assignments: Track Your Orders, Quotations, and RFQs

> Access every order, quotation, and RFQ assigned to you in Zentrix Cloud. Search, filter by document, branch, status, or date, and jump back into work.

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.

## 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:

| Column       | What it shows                                                                                                                             |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Document** | The document type and number (for example, `Order #002584`) with the customer name underneath, or `No customer` for walk-in transactions. |
| **Status**   | Current workflow state, such as `Draft`, `On Hold`, or `Completed`.                                                                       |
| **Branch**   | The branch the document belongs to.                                                                                                       |
| **Amount**   | Total value in your branch currency (for example, `LKR 330.00`).                                                                          |
| **Note**     | Any note left on the document, or `-` when empty.                                                                                         |
| **Assigned** | The date and time the document was assigned to you.                                                                                       |

## 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.

## Filter the list

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

<Steps>
  <Step title="Document">
    Limit the list to a single document type: **Orders**, **Quotations**, or **RFQs**. Leave set to **All** to see everything.
  </Step>

  <Step title="Branch">
    Show assignments from one branch only. Useful if you work across multiple locations.
  </Step>

  <Step title="Status">
    Filter by workflow status, such as **Draft**, **On Hold**, or **Completed**, to focus on what still needs action.
  </Step>

  <Step title="Date range">
    Pick a date range to see only documents assigned within that window.
  </Step>
</Steps>

<Tip>
  Set **Status** to `On Hold` and `Draft` to surface the work that still needs your attention, and leave **Completed** items out of the view.
</Tip>

## 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.

## What appears here

<CardGroup cols={3}>
  <Card title="Orders" icon="cart-shopping">
    Sales orders where you are the assigned employee.
  </Card>

  <Card title="Quotations" icon="file-invoice-dollar">
    Quotations you are responsible for preparing or following up on.
  </Card>

  <Card title="RFQs" icon="file-lines">
    Requests for quotation routed to you in Procurement.
  </Card>
</CardGroup>

<Note>
  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.
</Note>