The Object Task Counter widget shows the number of tasks attached to objects. Use it to see how much task activity sits against your processes, plans, risks and other records.
What this widget is for
Tasks are where process meets day-to-day work. This counter answers "how much live task activity is there against the records I care about?" - for example, all open tasks on published processes, or tasks on the plans in your area. Use it alongside the Tasks Due Soon widget to compare total workload with what is due next.
What the widget shows
The widget displays a single count of the tasks attached to the object types you select, filtered by the task statuses, scope and tags you configure.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Object Task Counter from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Object Types: choose which record types to count tasks for (Process, Attachment, Managed Document, Value Stream, Risk, Control, Plan).
Task Statuses: choose which task statuses to include in the count.
Scope: limit the count to tasks on records you own, created, participate in, or all records (Owned By Me / Created By Me / I Participate / All Participate / All).
Tags: limit the count to tasks on records carrying selected tags.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Object Task Counter widget on a dashboard.
Further Information