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Task list gadget
To add a new task list gadget to the dashboard:
- Click the My CRM | Dashboard tab.
- Click Modify Dashboard | Add New Gadget.
- Select the Task List gadget.
- Add a Name and Description for the gadget.
- Click Finish.
Once the Task List gadget is on your dashboard you can:
- Drill into a task by clicking 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 the drop-down arrow next to the column heading.
- Link to other task list, list, or record summary gadgets.
See Also:
Gadget quick reference
Calendar gadget
Linking gadgets
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