Add Workflow widgets to your Dashboard

Two Workflow widgets can go on your Dashboard. Your Tasks in Priority Order lists your own open tasks in the order to pick them up: Under way, then Free to start, then Waiting, as the Priority Queue of a record does. Work by Tag shows the open tasks that carry one tag, such as Appeals, as cards in the five columns of My Tasks. It shows the tasks of all the work you can see, not only yours. You can put one Work by Tag on your Dashboard for each tag.

Both widgets only show tasks. To move a task, open it from the widget.

• Everyone who is signed in can add both widgets.
• For Work by Tag, the tag must be on some tasks. A company administrator keeps the tag list on Task Tags, and a template author gives tasks their tags: see Tag a template's tasks.

1. 1.
   On your Dashboard, select Edit Dashboard, then Add Widget.
2. 2.
   Under Workflow, select Your Tasks in Priority Order or Work by Tag. The widget goes below the others. Drag it to where you want it, and drag its corner to make it larger.
3. 3.
   On Work by Tag, select Tag and pick the tag. To see a second tag, add one more Work by Tag and pick that tag on it.
4. 4.
   Select Done. Your Dashboard keeps each change.

Your Tasks in Priority Order lists your tasks under the three groups. The name of each task opens the Workflow page of its property or engagement. Under the name are the record, whose round link opens it, and the kind of work. A task under Waiting says what it waits for. Open My Tasks, at the bottom, opens My Tasks.

Work by Tag shows the name of its tag beside its title, and the five columns Backlog, Up next, Doing, In review and Closed, each with how many tasks it holds. The name on each card opens the Workflow page of its property or engagement, where you can move the task: see The Workflow page of a record.

• The widget says “You have no open tasks.” No open task is assigned to you. My Tasks shows the same.
• The widget says “Pick a tag to see its open work.” No tag is chosen yet: select Tag and pick one.
• The widget says “There are no tags to pick yet.” The company's tag list is empty. Ask a company administrator to add a tag.
• The widget says “No open tasks carry this tag.” No open task of the work you can see carries the tag now. A finished task, and a task that is not applicable, do not show.
• The widget says “This tag is no longer in use.” A company administrator retired the tag. Pick another one under Tag.
• A task you expect is not on Work by Tag: you cannot see its work, or its property or engagement was deleted. See Who can see and do what.
• Work by Tag is not in the list when you add a widget to a tab of a Tab Panel. A tab cannot keep the tag of a widget. Put it on the Dashboard itself.