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Tasks, to-do's and recent projects

Explaining the tasks, to-do's and recent projects dashboard widgets.

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: All

Previous steps: Dashboard Overview

The dashboard is a great place to easily see information that relates to you and what you are working on in Synergy. The tasks, to-do's and recent projects dashboard widgets will allow you to easily see what's due and what might need your attention.


Tasks

The tasks dashboard widget will show all of the tasks that have been assigned to you in projects.

It will also show information including:

  • The stage name

  • The project name

  • The due date of the task

  • The progress of the task

  • A play button which will start a timesheet timer

To change the view of the tasks due dashboard click on the dropdown menu on the top right and choose an option to filter by.

Views include:

  • Tasks all - all tasks that are assigned to you across all projects

  • Tasks over due - any tasks with a due date in the past that have not been completed

  • Tasks due today - any tasks that are due today that haven't been completed already

You can mark a task as complete directly from the widget by clicking on the '...' next to the task and choosing 'Mark as complete'

To-do's

The to-do's dashboard widget will show all of the to-do's that have been assigned to you in Notes on projects.

It will also show information including:

  • Due or overdue date/days

  • Project number and name

  • to-do content

You can edit a to-do directly from the widget by clicking on the '...' next to the to-do and choosing Edit.

Recent Projects

The recent project dashboard will show you any projects that you have made changes in. You can click on the project and it will take you directly to the project details page.


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