The Tasks Due Soon widget displays tasks that are approaching their due date and require attention. Use it to stay ahead of deadlines instead of discovering them after they pass.
What this widget is for
A task list shows everything; this widget shows what is next. By looking a configurable number of days ahead, it turns your dashboard into an early-warning panel - the week's deadlines become visible on Monday, not on Friday. Include overdue tasks to fold in what has already slipped.
What the widget shows
The widget displays a list of tasks due within the number of days you configure, up to the limit you set. Depending on your options it also shows the company each task belongs to. Selecting a task opens it.
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 Tasks Due Soon 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).
Days Ahead: how many days forward to look when selecting tasks.
Include Overdue: also list tasks whose due date has already passed.
Show Company: display the company each task belongs to - useful on multi-company dashboards.
Limit: the maximum number of tasks listed.
Open Mode: choose whether tasks open in the Same tab or a New tab.
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 Tasks Due Soon widget on a dashboard.
Further Information