Tasks Overview
Your daily workflow queue for pending actions
Tasks Overview
The Tasks page is your daily workflow hub. All actions requiring admin attention appear here in organized queues.
Task Categories
Tasks are organized into four main categories:
- Processing Reviews - Traders who passed evaluation and need approval
- Processing KYC - Identity verification documents awaiting review
- Processing Withdrawals - Payout requests from funded traders
- Awaiting Live - Approved accounts ready for funded account provisioning
Workflow
A typical workflow moves through these stages:
- Trader passes evaluation → appears in Processing Reviews
- Admin approves → moves to Processing KYC (if required)
- KYC approved → moves to Awaiting Live
- Admin provisions account → trader can begin live trading
Issue Section
Sometimes an extra section called Issue appears on the Tasks page. This happens when an account passes evaluation but there was a problem creating the trader's account, so it could not be provisioned automatically.
To resolve an item in the Issue section:
- Switch the account to Active.
- Set events to Manual.
- The account can then proceed to Profit.
If the Issue section shows items, address them promptly — these traders have passed but cannot trade until the account is created correctly.
Task Counts
Each category shows the number of pending items. High numbers in any category indicate a backlog that needs attention.
Filtering and Sorting
Tasks can be filtered and sorted to help you prioritize your work. Common filters include date range, plan type, and account size.