Tasks dashboard widget


Overview

  • The "Tasks" widget  shows a list of tasks sorted by due date
  • Checking a task will mark it as complete
  • You can uncheck a task if you accidentally marked it as complete
  • Tasks that you marked as "complete" will no longer be visible the next time you load your Dashboard



  • Click View all tasks to view all tasks that you have created



  • If you need to view a task that you have already marked as "complete" then just click the Show completed button after clicking View all tasks


Add a Task

  1. Click the Add a task 



    1. Task title


    2. Due date


    3. Note


    4. Associated contact


  2. Click "Save"