Tasks dashboard widget

This article applies to:


  • 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"