This article will guide you through how to use the My Current Tasks To Work widget.
The My Work List widget will show what tasks are currently due for the staff person. This gives the user a quick and efficient way of managing daily tasks from the dashboard.
To use the My Work List widget, click the Work It button to the right of the customers name to work the task. When the task is completed, the item will come off the work list.
Requirements - A 'Master Admin' login or a staff login with permissions to add/view this widget to their dashboard.