Task List Widget

The task list widget allows you to all tasks that are assigned to you in one place. It is a personal to-do list. You can also switch to see what tasks you assigned to others next to the search field in the widget.

You can enable the widget from System>Configuration>System Settings on the dashboard tab.

Tasks may be created on the dashboard, using the "Create Task" button at the top-right, or in the notes on a client account while you are adding a note. This can be done by clicking the "create task on save" button near the bottom of the screen where you enter notes. There is also a "Create Task" button on the top of a client record- this does not involve having to make a note.

Important notes about creating and editing tasks:

• You may choose a due date and may assign the task to yourself or any other FusionInvoice user. They can also be reassigned to a different user.
  
• You may add assign a task to a specific client.
  
• Tasks can have file attachments.
  
• Add a description or note to the task if needed. This will preview the text in the Task Widget. 
• Choose if the task is recurring. 
• Tasks can be closed (marked complete) and reopened, if needed.
• Tasks can be filtered based on:
  • • Status(open, closed, all overdue)
      
    • A date Range
      
    • Keywords
      
    • Assignee

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

Tasks can be moved and sorted within and between sections with a simple drag and drop. You can also click on the task's Title to open the ticket in view mode.