Task List Gadget

To add a new task list gadget to the dashboard:

1. Select Modify Dashboard | Add New Gadget.
2. Select the Task List gadget.
3. Add a Name and Description for the gadget.
4. Click Finish.

Once the Task List gadget is on your dashboard you can:

• Drill into a task by clicking on the Communication Action icon.
• Add a new quick task. Note: Quick appointments cannot be added on the Company dashboard tab.
• Filter by today, this week, this month, and this year.
• Filter by task status.
• Customize the column layout by dragging and dropping or clicking on the drop-down arrow next to the column heading.
• Link to other task list, list, or record summary gadgets.

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See Also:

Gadget Quick Reference

Calendar Gadget

Linking Gadgets