Widget - Task Grid
This Widget is used to display tasks using system queries to control the Tasks that the User can view.
Settings > Widget Setup > Widgets
The link will open the Widgets grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Widget click New , to edit an existing Widget click Edit . A pop up window will appear which will allow the creation or amendment of a Widget.
Select the Widget template : Task Grid. Complete the fields and click Save . Click Configure Widget .
New / Edit Task Widget |
From the drop down select the Helpdesk widget to use if a new Task is raised from the grid. |
In Reach |
From the drop down select: (when a Task is opened from the Task grid choose what feature is used to open the Task)
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In Evolution |
From the drop down select: (when a Task is opened from the Task grid choose what feature is used to open the Task)
- Widget - open the task using a Widget
- Standalone Widget - open the Task using a standalone Widget
- Advanced Helpdesk - open the task using the Advanced Helpdesk
- Simple Helpdesk - open the Task using the Helpdesk
- Users Helpdesk - open the Task using the Users Task preferences (from Task Settings, if the box is checked to "Use Advanced HelpDesk", the task will open in the Advanced Helpdesk, otherwise it will open with the Helpdesk)
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In Connect |
From the drop down select: (when a Task is opened from the Task grid choose what feature is used to open the Task)
- Widget
- Standalone Widget
- Advanced Helpdesk
- Simple Helpdesk
- Users Helpdesk
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Refresh every |
Enter the time to refresh the Task Grid Widget |
Grid Queries |
The grid queries assigned to the Widget. |
Queries must be assigned to the Task Grid Widget . To assign Queries click Assign , entities in the right hand assignment window are connected.
Additional Icons and Features
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Set Grid Columns |
Set the Set Default Columns for the Task Grid Widget |
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Configure Task Events |
Set default fields for Events when added to Tasks from the Task Grid Widget. |
Complete the fields and click Save and Close .