Task List Widget

The Task List widget shows all tasks assigned to you in one place. It works like a personal to-do list. Next to the search field you can switch to see tasks you assigned to others.

Enable the widget under gear → System Settings → System Default Dashboard.

You can create tasks from the dashboard using Create Task (top-right of the widget), from client notes (including create task on save while adding a note), or with Create Task at the top of a client record without adding a note.

Important notes about creating and editing tasks:

• You may choose a due date and assign the task to yourself or another Xagle user. Tasks can be reassigned.
  
• You may assign a task to a specific client.
  
• Tasks can have file attachments.
  
• Add a description or note if needed. Text can preview in the Task widget.
• Choose whether the task is recurring.
• Tasks can be closed (completed) and reopened.
• Tasks can be filtered by:
  • • Status (open, closed, all, overdue)
      
    • A date range
      
    • Keywords
      
    • Assignee

• Tasks have four sections:
  • New
  • Today
  • Tomorrow
  • Later

Drag and drop to move tasks within or between sections. Click the task title to open it.