The 'To Do' Widget
D
Written by Don
Updated over a week ago

The To Do Widget serves as a one-stop resource for displaying all current activities that are assigned to you.
โ€‹
You can learn more about the To Do Widget by reading below and by watching the brief video at the end of this article.

  • This widget will display activities that are assigned to you, but only those activities that are ready to start

  • If you wish to see activities that are assigned to you, but not ready to start (known as 'Upcoming' activities), you can check the 'Include Upcoming' box:

  • The 'Upcoming' activities will then appear

In addition, there are some additional features to the To Do Widget:

  • Activity Details: click on the activity name to bring up the activity details window

....

  • Job/Project/Campaign Record: you can open the parent record of the activity by clicking on the parent name

...

  • Activity Effort Level: the effort associated to the activity is displayed (4 hours in this example)

  • Activity Charge Out Progress: the ratio of charged time on the activity to activity effort (after entering a 3 hour charge on the activity, we see 75% = 3/4)

  • Activity Action: contextual button that displays suggested action, such as: Finish (Production Activities); Review (Approval Activities); Approve (Requests)

  • Here is a short video that also details some features of the To Do Widget.

Did this answer your question?