The Design Module provides a centralized view of all Products currently in the Design process. From this screen, Designers can easily track which Products are awaiting Design, In Progress, or Completed. This helps ensure nothing is overlooked and allows Designers to stay focused on their tasks without needing to navigate through other parts of the system. For more information on Statuses, please see Statuses and Detailed Workflow.

Table of Contents

• Design Queue Filters
• Statuses in the Design Queues
  • Design Review 
  • Design Estimate 
  • Design WIP 
  • Awaiting Approval 
  • Upcoming 

The Design Queues can be located by navigating to Design Module / Queues and selecting the appropriate Queue either from the Queues dropdown, or from the tabs located across the top.

Design Queue Filters

a. Headers at the top of the Queue can be used to filter the Orders or Estimates according to that particular attribute.

b. Save the filters you’ve selected by clicking the Pin icon. 

c. By default, each Queue displays all Products sorted by due date or follow-up date, with the most overdue items shown at the top so you can quickly identify what’s most urgent. You can adjust the view by clicking the Product Due header to re-sort the list, or by hovering over the question mark to see the Product Due Color Legend.

Statuses in the Design Queues

Each Queue in the Design Module has certain Statuses associated with it. When an Estimate or Order has that Status, it will display in the appropriate Queue.

Design Review 

This Queue contains Products that the Designer needs to review.

A. WIP: Design Review: Orders that have been sent to the Design Queue for review.

Design Estimate 

This Queue contains Products in Estimate Status.

B. Estimate : Design Needed:  The Product is an Estimate and needs a Proof created before the Estimate can be approved by the Customer.

C. Estimate : Revision: The Designer needs to make changes to the Estimate so it can be approved.

Design WIP 

This Queue contains Products that require Design work and those ready to be moved into Production.

D. WIP : In Design:  Products in the Design phase.

E. WIP : In Design Revision:  Products that need to have changes made to the Product Proof.

F. WIP : Proof Approved: The Design has been approved and the Product can be manually moved into Production by changing the Status.

Awaiting Approval 

This Queue lists Products that need Customer Design approval. 

G. WIP : Awaiting Proof Approval: The Customer needs to approve the Proof before the Product can move forward.

Upcoming 

This Queue shows Designers a preview of what Products await them in their workflow.

H. WIP : Order Review:  Products are automatically given this Status when they enter the WIP phase but must be manually updated to move forward in the workflow.

I. WIP : Sales Review:  These are items that the salesperson needs to review.

J. WIP : Awaiting Customer Action:  The Customer needs to approve something or provide further information.