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Question

Tasks Dashboard Widget

  • January 11, 2024
  • 1 reply
  • 190 views

Has anyone created a dashboard widget that displays the number of current open tasks for the dashboard owner? I’m picturing a tile that displays the # of open tasks the dashboard owner has that changes color based on current, due or past due (or based on the # of days past due if that is easier) that you can click to drill down to the actual tasks. I’m new to Dashboards and am not sure where to start! 

1 reply

kevinpopeck
Jr Varsity III
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  • Jr Varsity III
  • January 11, 2024

Hi @MDexter, 

 

A KPI widget using the Tasks (EP.40.40.PL) inquiry screen with the some filters on owner ,status, and date should get you close to what you’re looking for.

“owner = @me” will display only the information for the user that is logged into the system and “status= open” will let you filter out any other statuses that you do not want to count.

You could have 2 or 3 widgets that use different date filters to satisfy your requirement of open tasks, upcoming due, and past due.

I don’t know of a way to change color based on different status AND count the number of open tasks in the same widget using the normal widget properties.