What is the Pending Tasks dashboard?
The Pending Tasks dashboard is an admin-only view under Dashboards → Pending Tasks. It groups all time-sensitive items that require human review into a single screen.
It includes the following queues:
Pass Verification Needed – accounts waiting for live / KYC checks.
Phase Verification Needed – accounts that finished a phase and need approval.
Pending Withdrawals – payout requests still in Pending status.
Pending Affiliate Payouts – unpaid affiliate commissions.
Withdrawal Forecasts (before Profit Split) – upcoming potential payout volume.
Reward Task Verification Required – user tasks waiting for manual verification.
Each card shows:
A title
A metric (count and/or amount)
A “View more” link that opens the exact filtered list in the admin
For some cards, a “+X% / -X% from last week” trend line (comparison vs the previous period)
Section 1 – Pass Verification Needed
This section highlights accounts that have requested verification but are not yet cleared. It is split into the following cards:
Phase 1 (Live Verification)
What it shows: Count of Phase 1 accounts with Live Verification Required status.
When it appears: A trader has met your rules to go live and the account status is LIVE_VERIFICATION_REQD (phase step = 1, not yet live).
Metric example: 1 accounts
How to drill in: Click View more to open the Accounts list already filtered to: Phase step = 1; Status = Live Verification Required; Live = No.
Trend line: +X% / -X% from last week compares today’s count to the previous period.
Phase 2 (Live Verification)
What it shows: Same logic as Phase 1, but for Phase 2 accounts (step = 2, LIVE_VERIFICATION_REQD).
Typical use: Final checks before upgrading a Phase 2 trader to live.
Phase 3 (Live Verification)
What it shows: Same logic as Phase 1, but for Phase 3 accounts (step = 3, LIVE_VERIFICATION_REQD).
Note: Some firms do not use Phase 3; when unused this will typically sit at 0.
KYC Verification Required
What it shows: Accounts with status KYC_VERIFICATION_REQD that are not yet live.
Typical use: ID checks that must be completed before progressing or paying a trader.
How to drill in: View more opens Accounts filtered to: Status = KYC Verification Required; Live = No.
How to use this section operationally
Work left to right, starting with Phase 1, then Phase 2, then Phase 3, then KYC Verification Required.
Inside the filtered list, open each account, complete your internal checks (trading rules, documents, risk review) and then:
Approve – move the account to the next phase or live.
Reject – update the status to FAILED (or your configured alternative), adding notes.
Section 2 – Phase Verification Needed
This section shows accounts that finished a challenge phase and are waiting for you to confirm the phase result.
Phase Verification Required
What it shows: Number of accounts with status PHASE_VERIFICATION_REQD (and not yet live).
Typical scenarios: A trader has reached the profit target and passed risk rules; or automated checks flagged the account for manual review before progression.
How to drill in: View more opens Accounts filtered to: Status = Phase Verification Required; Live = No.
How to process
Open each account from the filtered list.
Review performance (P&L, breaches, news trading, copy trading, etc.).
Decide whether to progress to the next phase, or fail / reset according to your rules.
Update the account status so it drops out of this queue.
Section 3 – Pending Withdrawals
This section focuses on trader withdrawal requests that are still pending.
Pending Withdrawals
What it shows: Count of pending withdrawals, and total pending amount in your client currency.
Metric example: 0 withdrawals (USD 0.00)
Trend line: The green/red +X% / -X% from last week shows how today’s pending count compares to the previous period.
How to drill in: View more opens the Withdrawals list filtered to: Status = Pending.
How to process
Use the card to understand workload and cash commitments.
Click View more to verify each request (KYC, account status, payout rules).
Approve, reject, or request more information.
Once processed in the admin, withdrawals will automatically disappear from this section.
Section 4 – Pending Affiliate Payouts
This section covers unpaid affiliate commissions.
Pending Affiliate Payouts
What it shows: Number of pending affiliate payouts, and total pending amount in your client currency.
Metric example: 0 payouts (USD 0.00)
How to drill in: View more opens the Pending Affiliate Payouts list filtered to: Status = Pending.
How to process
Use this card to schedule affiliate payments and manage partner expectations.
In the filtered list, confirm each payout and mark it approved/paid according to your finance workflow.
Section 5 – Withdrawal Forecasts (before Profit Split)
This section estimates potential upcoming payout volume based on live, profitable accounts.
What it shows
A row of daily cards (typically the next 7 days), one per upcoming withdrawal date:
Title: Day of the week (e.g., Mon, Tue).
Metric: Total positive profit across eligible accounts for that date, before profit split is applied (example: $226).
Which accounts are included
next_withdrawal_date is between tomorrow and six days after.
Account is in a live phase.
Not free trial and not competition accounts.
Status is Active.
Only positive P&L is counted (live_account_balance above initial_balance).
How to use it
Treat this as a forward-looking payout load: plan liquidity and treasury needs.
Coordinate with finance and risk on expected payout ranges.
Remember this is pre-profit-split and assumes traders request eligible payouts on their next withdrawal date.
Section 6 – Reward Task Verification Required
This section tracks user reward tasks that need manual approval (e.g., marketing or engagement tasks completed by traders).
Reward Task Verification Required
What it shows: Number of UserTaskCompletion records with status Pending.
Metric example: 0
How to drill in: View more opens the Reward Tasks list filtered to: Status = Pending.
How to process
Open each task to confirm the trader completed the required action (e.g., social post, review, referral).
Approve or reject: approving usually triggers the configured reward (bonus, discount, etc.).
If rejecting, include a clear note for support and the trader.
How the “% from last week” works
Some cards (for example, live verification phases and pending withdrawals) show a small trend line:
Format: +X% from last week (green) or -X% from last week (red).
Meaning: Percentage change between the current count and the previous period’s count.
Edge case: If there is no historical data for the previous period, the system shows 0%.
Use this trend to quickly see whether your operational workload is increasing or decreasing compared to the prior week.