Tasks dashboard widget


  • 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"