Assignments gadget
The Assignments
gadget can be used to show your assignments, assignments for those you supervise, or unassigned items.
It can be added by clicking the gear icon at the top of your Dashboard
, then clicking +
next to the Assignments
gadget.
After clicking Close Settings, the Assignments
gadget show up on your dashboard.
Configure the assignments gadget
To configure the Assignments
gadget, click the gear icon in the top right corner of the gadget on the Dashboard
.
After clicking the icon, the following screen opens:
There are two options to choose from when configuring the gadget:
-
Summary of work assigned to me
: filters the list to show only items that are assigned to you. -
Summary of all work queues that I participate in
: show all work queues and assignments that you are responsible for. If you are a manager, the gadget shows you work assigned to others that you manage.
Use the assignments gadget
The Assignments
gadget shows a list of all items assigned to you.
Click an assignment or a number in one of the columns to show more information.
The columns highlight when each task is due. You can hover your pointer over each column header to show what the abbreviation means:
-
Open
: Incomplete assignments. -
!
: High priority. -
UA
: Unassigned. -
PD
: Past due. -
TO
: Due today. -
Tmw
: Due tomorrow.
Clicking the arrow that looks like a "play" button allows you to quickly claim the next unassigned task.
Click an assignment to show more details or to navigate to the associated case.