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.

CLICK HERE to learn how to set up Widgets

What does the My Tasks Widget show?

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

You can see any Task's current Status. Click View Task to be taken directly into the Details View of each 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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