Calendar and Task Widget for Dashboards
M
Matt Glynn
I spend most of my day with my Calendar as my primary screen, what I want for me and my team are more customizable dashboard, but I do have to specific requests.
Currently there is 1 widget that combines tasks and the calendar and the calendar is only for today.
1.) a Calendar widget that shows me my next appointment, or rather my next several appointments. To either set the time frame of appointment that appear or a set number of appointments. Also to be able to chose what calendars are shown in the widget and toggle between them. when hover over the calendar item in the widgets to display the same event window as on the Calendar Tab.
2.) Tasks and Calendar Widgets are separate widgets.
3.) Task widget with filter, so employee can filter by new or overdue or by practice area or matter type or assignor
Vinny R
Thank you for the detailed feedback, This kind of detail helps us a lot.
Tasks widget
We released new task snapshots yesterday, at two levels: all interactable.
- My Task Snapshot (timekeeper level), showing each user their own tasks
- Firm Task Snapshot, showing tasks across the firm
Both give an at-a-glance view of Recently Completed, Open, Overdue, Due Today, Upcoming (next 7 days), High Priority and No Due Date tasks, so tasks now have their own space separate from the calendar. Please take a look and let us know how it works for your team.
Calendar widget
We can build the calendar-focused widget you described, and I've added it to our pipeline. To confirm what I've captured:
- Shows your next several appointments, set either by a time frame or by a number of appointments
- Lets you choose which calendars appear and switch between them
- Opens the same event details window as the Calendar tab when you hover over an event
I'll keep you updated as it progresses. If anything above is missing or you'd like to change it, just let me know.