I want to make a widget for all overdue tasks
I manage a large group and need easy visibility to many overdue tasks - including tasks not assigned to me and not created by me. I don't see a way to create a widget like this. I want to make one widget to share with my whole team so we can have a common understanding of who is currently overtaxed.
Bonus points for an easy recommendation for how to filter out template tasks with dependency-based "overdue" due dates included...I do see posts about that topic, but if anyone has figured out how to roll this all together into one widget, I would be grateful for a complete answer.
This should work. Just be sure to share the Dashboard with everyone. Note that I did not select Assignee! You also have to be sure that All the tasks you want the report to include are in that Folder. (I wish we could do this widget from the Root Folder, but I don't see that as an option, yet). Plus! Once this widget is on a Dashboard, you can choose to view it in List view and make bulk updates if needed. Just hover your mouse over the area above the dates that show until you see the 3 dots.
Going for the bonus points! If you place template tasks in a Deferred status, they won't show up on this widget. 😀
Hmmm. Looks like i have a few tasks to catch up on.
Let me revise my answer just a bit! You CAN create a Widget based on the Root Directory!!
Click on the Root directory, Choose Show Subfolders. Using the Filter button, choose the same statuses as I show above. Then, click on the 3 dots up top, and Add to Dashboard. Choose the Overdue Dashboard. :D (I can snip How-To if you need, let me know.)
Thank you so very, very much. I had never opened the "tasks to do" section over there on the right!
Here's to greater productivity!
So happy I could help!
1Marjorie Downey... You ARE AWESOME!!!!!!!!!!!!! omg WOW I've been searching for HOURS you just made a LOT of us happy! Thank you!!
Thank you, Joey!
Just what I needed to set up this widget today. Thanks!
Great to hear this thread helped you Jennifer Davis 🤗
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