The Tasks and Notification widget on the Home page displays the user and company level tasks and reminders for a Resource. To view the widget, select a Dashboard that utilizes the Tasks and Notification widget.
If the current user is designated as a Resource in the system, his or her items are displayed by default upon logging into the system.
Items assigned to other Resources can be viewed by selecting the Resource from the Resource Picker in the Title of the widget. Note - only 'Internal' and 'Internal Read Only' resources/users are available in the dropdown.
The sections are collapsed by default and sections with no information will be hidden. The current user can choose to display sections with no information by clicking the cog wheel icon
next to the Resource Picker and ticking Show All Sections.
Individual sections can be expanded/collapsed by clicking on the section Title.
User and Company level tasks and reminders set for the selected Resource will display within the Reminders section.
User can navigate to the Tasks & Reminders page by clicking on the Reminder Name's link.
If the Company name is displayed, users will be able to click that link to go to the Company Details screen as well. User level reminders will not have a company name beneath it.
If Description field is populated on the Tasks & Reminders page, an arrow will appear. Click to view the description in the widget.
Users can mark the Reminder as Complete, using the checkbox well as modify the Due Date as necessary.
When the date is modified for company task, the Due Date is updated on the record. To view a history of the dates, click
.
The Due Date History section will appear once the
button is clicked on. In this section, all of the past due dates of the task will be listed down.
User Preferences are available for each section, so each user can tailor the way the widget behaves to his/her individual style. To change the Reminders settings click on the cog wheel icon
.
Make the changes and click
for the effects to be visible in the widget.
Each section will display the total count of items assigned to the Resource as well as the items that are due today or overdue. Within Reminders and Tasks sections, the Status (Complete; Overdue; Due Today) of each item is displayed.
The user will also have the ability to decide how many results they would like in each section on this widget, up to 100.
The default will be set to 50, but 25 and 100 are additional options, the user will be able to decide for themselves.
