Task list gadget

To add a new task list gadget to the dashboard:

1. Click the My CRM | Dashboard tab.
2. Click Modify Dashboard | Add New Gadget.
3. Select the Task List gadget.
4. Add a name and description for the gadget.
5. Click Finish.

Once the Task List gadget is on your dashboard you can:

• Drill into a task by clicking the Communication Action icon.
• Add a new quick task.
  Quick appointments cannot be added on the Company dashboard tab.
• Filter by today, this week, this month, and this year.
• Filter by task status.
• Customize the column layout by dragging and dropping or clicking the drop-down arrow next to the column heading.
• Link the gadget to other task list, list, or record summary gadgets. For more information, see Linking gadgets.