The Task Widget is built to improve how you manage tasks, with features that keep your workflow organised and easy to follow. Whether you're tracking tasks or working through your to-do list, the widget gives you a clear interface and useful at-a-glance information. With real-time visibility and straightforward controls, you can stay on top of your daily tasks without the fuss.
Benefits of the Task Widget
- Effortless Task Management: The straightforward interface makes it simple to track and manage tasks. You can link tasks to contacts, set due dates, and add descriptions without any hassle.
- Enhanced Visibility: The widget displays the key details for each task, including the title, due date, contact name, and assigned user, so you can prioritise quickly and easily.
- Improved User Control: With options to edit and delete tasks, plus the ability to view more details and filter by user, you have full control over your task list, keeping everything organised and easy to navigate.
Using the Task Widget
Access the Task Widget
Head to the dashboard within your account, then locate the task widget.
Easily identify key details of each task, including its:
- Title
- Due Date
- Description
- Contact Name
- User it is assigned to
Actions
By clicking on the three dots next to each task, you can edit or delete tasks as needed, giving you flexibility in managing your tasks.
Clicking on the task title takes you directly to the related contact page, linking tasks and contacts together seamlessly.
Filtering and Sorting
Organise your tasks more effectively using the filtering options by user.
You can also adjust the sort order to suit your preference, choosing either ascending or descending order based on due dates or dates added.
Filter tasks by their status by selecting the appropriate option from the Status dropdown menu.
With the Task Widget, you can keep your task management clear and efficient. From at-a-glance task visibility to hands-on controls, it helps you stay organised and in charge of what needs doing.