Tasks dashboard widget


This article applies to:

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