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Understanding Assignment Statuses

Every assignment has a status that controls how it flows through your workflow and whether it appears on an invoice.

Status Meaning
Assigned Work has been assigned to you, not started
In Progress You are actively working on it
Submitted Work is done and submitted to the client β€” auto-adds to next invoice
Completed Invoice sent and work is fully wrapped
On Hold Work is paused

Setting an assignment to Submitted is the key trigger: it adds the assignment automatically to the client’s next invoice. You don’t need to manually create an invoice line item.

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