Tasks dashboard widgetCopy URL

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
  
  Click "View all tasks"

  
  Then click "Show completed"

  

Add a Task

1. Click the Add a task

   

   1. Task title

      

   2. Due date

      

   3. Note

      

   4. Associated contact

      

   5. Assigned user - When a user is assigned that isn't the logged-in user, they will receive an email and a notification in their application

      

2. Click "Save"