To-dos & Notes widgets

Visualization Type Widget Name Description Entity Tabs
My Non-Complete To-Dos by End Date What are your near-term To-Dos, and when are (or were) you supposed to do them? This widget shows your distribution of non-complete To-Dos grouped by end date and action type. To-Dos & Notes Salesperson
My Overdue To-Dos Are you falling behind with your To-Dos, or are you doing them but forgetting to mark them as Complete? This widget shows a count of your overdue To-Dos grouped by action type. To-Dos & Notes Salesperson
My To-Dos What To-Dos should you be working on right now? Three gauges quickly show you the number of non-complete To-Dos assigned to you that are overdue, due today, or due over the next 7 days. To-Dos & Notes My Work
My To-Dos Summary Are you losing track of your To-Dos? This widget shows a count of your overdue To-Dos, your To-Dos due today, and your To-Dos due in the next 7 days (not including those due today). To-Dos & Notes Salesperson
My To-Dos Today (or Overdue) What does your To-Do schedule look like today? See To-Dos that you are assigned to today, plus ones that are overdue, in a table format. Access the To-Do's details in one click. To-Dos & Notes No tabs
Overdue To-Dos by Resource & Action Type (Last 30 Days) Who is not completing their To-Dos? This widget shows overdue To-Dos and their action types by resource. To-Dos & Notes Sales Manager