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How to Use the Tasks Widget (My To‑Do, Assigned, Sent for Review)

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Introduction

The Tasks widget combines task views into one place so you can manage everything from the homepage.

Steps

  1. Open your Homepage.

  2. In the Tasks widget, switch between tabs:

    • My To‑Do (includes overdue/due today/upcoming)

    • Tasks I’ve Assigned

    • Sent for Review

  3. Use Create Task to open the Create a Task sidebar.

  4. Click Show more to load more tasks when available.

Summary / Next Steps

Use the widget daily to prioritize work quickly without opening multiple pages.

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