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
  
  Click View all tasks

  
  
  Then click Show completed

  

Notifications and nudges

• An email notification for a new task will go out of the assigned user of the task is not signed into Keap.
• Setting a Reminder will both send an email and a nudge on the iPhone mobile app
• The assigned user will get a notice of completion by email if a different user completes their task.

Add a Task

1. Click the Add a task

   

2. Task title

   

3. Due date

   

4. Reminder: Create a reminder that will notify you (via email) prior to the due date/time.
   
   

5. Note

   

6. Associated contact

   

7. 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

   

8. Click Save