New and Improved Task Widget: Features & Advantages

The recent upgrade to the task widget introduces several enhancements aimed at optimizing your task management workflow:

Seamless Task Handling: The user-friendly interface (UI) makes it easier to monitor and manage tasks. You can now effortlessly link tasks to specific contacts, set deadlines, and manage task details without any complications.

Better Task Visibility: The widget's layout has been refined to present key task information such as titles, due dates, associated contacts, and assigned users in a more accessible manner, facilitating quick prioritization of tasks.

Enhanced User Control: The addition of new features like task editing and deletion, along with options to view more details and filter tasks by users, provides greater control over task organization, leading to a more streamlined and efficient experience.

How to Navigate the Updated Task Widget

Accessing the Task Widget:

1. Go to the Dashboard: After logging into the CRM, head to the dashboard where the task widget is prominently displayed.

2. Locate the Widget: Scroll down to find the task widget, which should be easily visible.

Exploring Task Information:

• View Task Details: Quickly access essential details for each task, including the title, due date, description, contact, and assigned user.

Performing Actions:

• Edit or Remove Tasks: Use the three-dot menu next to each task to make edits or delete tasks, offering flexibility in how you manage your workload.

Navigating Efficiently:

• Direct Access to Contacts: Clicking on a task title will take you directly to the related contact's page, streamlining the process of linking tasks to contacts.

Additional Capabilities:

• Filter and Sort Tasks: Improve task management by using filtering options to sort tasks by user or arrange them in a preferred order.

• Access via Contacts Tab: Another way to review your tasks is by navigating to the Contacts tab and then selecting the Tasks tab from the top menu.