Updated Task Widget New Features & Benefits

The latest update to the task widget brings several key benefits designed to streamline your task management process:

Effortless Task Management: The intuitive user interface (UI) simplifies the process of tracking and managing tasks. You can easily link tasks with contacts, set due dates, and manage task descriptions without hassle.
Enhanced Visibility: The widget now offers a streamlined display, showcasing important task details such as the task title, due date, contact name, and assigned user at a glance. This allows for efficient task prioritization.
Improved User Control: With new actions such as edit and delete, along with additional options for viewing more details and filtering tasks based on users, you have more control over your task management, ensuring a more organized and user-friendly experience.

Navigate to the Dashboard: Upon logging into the CRM, head to the dashboard where you'll find the task widget.
Locate the Task Widget: Scroll down to view the task widget prominently displayed.

View Task Information: Easily identify key details of each task, including the title, due date, description, contact name, and the user it's assigned to.

Edit and Delete Tasks: By clicking on the three dots next to each task, you can edit or delete tasks as needed, giving you flexibility in managing your tasks.

Direct Contact Page Access: Clicking on the task title allows you to navigate directly to the related contact page, enhancing the user experience by linking tasks and contacts seamlessly.

Filtering and Sorting: Organize your tasks more effectively by utilizing filtering options based on users and changing the sort order as per your preference.

Access Through Contacts Tab: For another way to examine tasks, access the Contacts tab and then navigate to the tasks tab in the top menu bar.