What is it?

The Tasks widget allows you to choose a group of tasks to be displayed to digital workplace members. Only people who have access to the Tasks channel the tasks are housed in can see the contents displayed in the Task widget.

Note: This widget will only appear if your digital workplace has the Tasks feature enabled.

Configuration settings

Options tab

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 users with an idea of why the Widget's content is important to them or to highlight the content's purpose. Titles also serve to better structure the content of a page 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 click the field's Translation button () and enter a title for each supported language.

Title link

Enter the URL of a location in your digital workplace. User's who click the Widget's title, if it has one, will go to this location. Whether you enter the link as a relative URL or 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 additional context to the Widget or instructions for using the Widget.

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

Source(s)

Select from which Channel(s) the Widget displays content. Access Rules determine what users will see when configuring and viewing the Widget: 

• Users who are configuring this Widget will only see Channels to which they have at least Read Access. Users can still select Channels that they don't have Access to by selecting groups of Channels (see step 4 of "To add sources" below).
• 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. Click "add source(s)".
2. Select the content-type tab that contains the Channel(s) you want to add.
3. 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.
   • Select a Channel from the list of search results. In addition to selecting sources individually for a content-type, you can select groups of Channels:
   • Select the All option to select all Channels of a content-type in your digital workplace.
4. Select Pages or Spaces to select all Channels of a content-type below that location.
5. Repeat this process until you have added all your sources, and then click Done.

To remove sources:

1. Click "add source(s)".
2. While on the Selected tab, unselect the source(s) that you want to remove.
3. Click Done.

Filter Options

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

1. All tasks: Display all tasks from the selected source(s).
2. My tasks: Display all tasks assigned to the viewer from the selected source(s). 
3. Tasks I created: Display all tasks created by the viewer from the selected source(s).
4. 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 then select their name from the list of results. To unassign a user, click 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

Show add link

Select to add a text box to the top of the Widget that allows users to create new tasks. Users should click the Details button to include more information about the task and to select where to add the task.

Layout tab

Show filter bar

By selecting Show filter bar you are customizing your layout by adding a filter for members to use to sort their tasks. People can sort their tasks by importance, due date, project status, and by who assigned the task.

Appearance tab

Use the Class field to add custom CSS to this Widget. 

Your digital workplace's CSS theme overrides other settings on this tab.

Set up 

You can follow the standard Widget placement and set up steps for this Widget. You may find it helpful to leave this article open as a reference for what specific configuration settings do.