Efficiently tracking the status of your client assessments is key to consistent technical alignment and streamlined QBR preparation in TechAlign. Understanding how to view assessment progress, identify bottlenecks, and clarify action items ensures nothing falls through the cracks. This guide explains where to monitor assessment status and how to determine next steps for your MSP team.
Accessing Assessment Status Dashboard
The Assessment Status Dashboard provides a real-time overview of current and historical assessments for each client. To access:
Navigate to the "Assessments" module in your TechAlign sidebar.
Select the desired client profile.
Click the "Status" tab to display all ongoing and completed assessments.
Understanding Assessment Workflow Stages
Assessments in TechAlign follow a consistent workflow to promote best practices and accountability. Each assessment typically passes through these statuses:
Not Started – Assessment draft exists, data not yet entered.
In Progress – Data entry and technical review underway.
In Review – Awaiting vCIO or Admin sign-off.
Approved/Completed – Ready for QBR or action.
Assigning and Managing Next Steps
To ensure nothing gets missed, clearly assign and manage next actions in the assessment workflow. Use the built-in task assignment features to delegate responsibilities and set automated reminders based on status changes:
Open the specific assessment.
Click the "Tasks" panel to add follow-ups for Alignment Engineers, vCIOs, or Admins.
Set deadlines and trigger notification reminders as needed.
Conclusion: Streamlining Your Alignment Process
Centralized status tracking within TechAlign ensures your alignment team remains informed and proactive. By using dashboards, understanding assessment workflows, and managing next steps with built-in tools, MSPs can minimize miscommunication, improve consistency, and prepare for impactful QBRs that drive client satisfaction and growth.