Legacy Articles

Account Tasks Due Widget

The Account Tasks Due Widget allows you to see how many tasks that are tied to accounts are due today. This widget will show how many tasks are assigned to you only.

This article will walk you through how to configure this widget.

Add The Account Tasks Due Widget To Your Dashboard

Follow these steps to add the Account Tasks Due Widget to your dashboard:

  1. Click the Customize Dashboard button found in the upper right-hand corner of your Dashboard.

    Screen Shot 2021-12-22 at 10.10.56 AM

  2. Click on the Floor Plan Display Widget to display this widget on your dashboard.

    Screen Shot 2021-12-27 at 12.16.00 PM

  3. You can now drag and drop the widget to the area of your choosing.

    Screen Shot 2021-12-27 at 12.16.58 PM

  4. Click the Back to Dashboard button when you are finished with your selections.

    Screen Shot 2021-12-22 at 10.43.04 AM