Tasks widget

Use the Tasks widget to surface tasks relevant to a project or users on a page, space, or dashboard.

This widget will only appear if your digital workplace has the tasks turned on.

The Tasks widget on a page.

Sections in this article:

Considerations

  • Access: Users will only see content to which they have at least Read access.

Who can do this?

  • Enterprise administrators
  • Workplace administrators
  • Space administrators
  • Members of the digital workplace with Edit or Full access

Set up

Follow these steps to set up this widget:

  1. Place a  Tasks widget on a page, space, or dashboard. For more information, see Placing and setting up a widget. 
  2. Select the placed widget's Edit button.
  3. Review and make changes to the settings on the Options, Layout, and Appearance tabs. You can find details about the widget's settings in the Settings section below.
  4. In the widget editor, select Update to apply your changes or Cancel to discard them.  
  5. At the bottom of your page, space, or dashboard, select Publish or Save as Draft to save your changes.

Settings

Setting Description
Title Enter a title for the widget. The title appears as a heading above the widget's contents. You should use the title to provide context to the widget and better structure a page's content by clearly denoting different sections.

When entering a title, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select  Translation and enter a title for each supported language.  

This field can contain a maximum of 140 characters.
Title link Enter the URL of a location in your digital workplace. Users who select the widget's title, if it has one, will go to this location. Whether you enter the link as a relative URL or an absolute URL does not matter; it will convert to an absolute URL the next time you edit the widget.
Description

Enter a description for the widget. The description appears between the title and the widget's contents. You can use this text to provide users with information about the widget.

When entering a description, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select  Translation and enter a description for each supported language.
Source(s)

Select which Task channels to display. 

Access rules determine what users will see when configuring and viewing the widget: 

  • Users configuring this widget will only see channels to which they have at least Read access. However, they can still select channels they don't have access by selecting groups of channels.
  • Users who view the published widget will only see content from a channel if they have at least Read access to that content.

To add sources:

  1. Select add source(s).
  2. Search for a channel by its name or a portion of its URL. This search will return up to 100 results and include the pages and spaces that contain a channel that matches the search query.
  3. Select a channel from the list of search results. In addition to selecting sources individually, you can select groups of channels:
    • Select Personal Tasks to choose personal tasks. 
    • Select All task lists to select all task channels in your digital workplace.
    • Select pages or spaces to select all task channels below that location.
  4. Repeat this process until you have added all your sources, and then select Done.

To remove sources:

  1. Select a channel to remove. 
  2. While on the Selected tab, unselect the source(s) you want to remove.
  3. Select Done.
Filter Options

Select which tasks from the selected source(s) to display. Options include:

  • All tasks: Display all tasks from the selected source(s).
  • My tasks: Display all tasks assigned to the viewer from the selected source(s). 
  • Tasks I created: Display all tasks created by the viewer from the selected source(s).
  • Assigned to a specific person: Display tasks from the selected source(s) assigned to a specific user. To assign a user, enter their name in the search box and select their name from the results list. To unassign a user, select the x next to their name.
Due date

Filter tasks from the selected source(s) based on proximity to their due date. Options include:

  • Overdue
  • Due Today
  • Due This Week
  • Due Next Week
  • Without due date

You can select multiple options.
Status

Filter tasks from the selected source(s) based on their status. Options include:

  • Open
  • Completed

You can select multiple options.
Importance

Filter tasks from the selected source(s) based on their importance. Options include:

  • High
  • Normal
  • Low

You can select multiple options.
Sort options

Select how to sort tasks. This option determines which sorting column is available in the widget. Options include:

  • Due Date
  • Importance
  • Assigned to
  • Created by
  • Created date
Add task Select to add a text box to the top of the widget that allows users to create new tasks. Users can select the Details button to include more information about the task and to select where to add the task.
Options tab
Setting Description
Show filter bar Select to display a filter bar on the widget. Users can use this to filter the displayed tasks by importance, due date, project status, and who assigned them.
Layout tab
Setting Description
Class Enter CSS class selectors to provide additional styling to the widget. For more information, see Applying custom CSS to widgets.
Height Select the height of the widget. Options include:
  • Auto: The leftmost slider position. The widget's height will increase and decrease to contain what it displays.
  • Fixed: Select a fixed height between 50px and 600px in increments of 50px. A vertical scrollbar will appear on the widget if the content exceeds this fixed value.
Appearance tab

Note

Your digital workplace's theme overwrites many of the settings on the Appearance tab. However, the settings listed above are usable.