My Tasks Widget

What is the My Tasks Widget?

The My Tasks widget is an 'at a glance' look at what Tasks are assigned to a Client or Staff member.

What does the My Tasks Widget show?

The widget displays the 10 most current Tasks in the system that are assigned to the logged-in user. By default, they are sorted so that the Tasks with the closest (or past) due dates are at the top.

For any task, you can see the current STATUS. For each task you can click View Task and be taken directly into the details view of that particular task.

You are also able to see which PHASE the task is associated with, and whether or not the task is a RECURRING task.

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