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Step-by-step Guide

Customising Jobs and Tasks Widgets

Article ID: 3308
Last updated: 04 Jul, 2023

You can customise any Widget you have added to your Dashboard by clicking the arrow icon in the top right corner of the Widget and selecting Edit.

From here you can change the Widget title, height and more.

Jobs assigned to me and Tasks assigned to me Widgets, give you an overall view of work to be done. You can also customise and filter them according to assignees (either User or Team), Portfolio Managers and other work information.

You can add multiple instances of the same Widget, each showing work with different filtering for better overview of the practice workload.

Article ID: 3308
Last updated: 04 Jul, 2023
Revision: 2
Views: 57
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folder Tips and Tricks