Assigned Work

Consultant-visible assignments and firm task communications.

Open Full Work Board
{% set work_board = payload.work_board if payload.work_board is defined else {} %} {% if work_board.columns %}
{% for key, column in work_board.columns.items() %}

{{ column.label }}

{{ column.items|length }}
{% for item in column.items[:5] %} {% set task = item.task %}{% set client = item.client %}{% set catalogue = item.catalogue %}{% set comment = item.comment %}
{{ client.client_name }}
{{ catalogue.service_name }} • {{ task.task_name }}
{{ task.status.replace('_',' ').title() if task.status else 'Pending' }} {% if item.is_overdue %}Overdue{% endif %}
{{ comment.message }}
 {% else %}
No items in this column.
{% endfor %}
{% endfor %}
{% else %}
No consultant-visible assigned work found.
{% endif %}