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Docs • Aug 2025

Upcoming, Overdue and Today's Tasks

  All tasks can be viewed directly on the Dashboard.    The following widgets on the Dashboard display Upcoming, Overdue and Today's Tasks assigned to a user &nb

K. Romeo
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Upcoming, Overdue and Today's Tasks
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All tasks can be viewed directly on the Dashboard. 

 

The following widgets on the Dashboard display Upcoming, Overdue and Today's Tasks assigned to a user

 

  1. Upcoming Tasks Widget
  2. Overdue Tasks Widget
  3. My Tasks Widget

 

To view & edit Upcoming Task

 

  1. On Dashboard scroll down to the Upcoming Tasks Widget
  2. Select the Upcoming Task that you want to edit
  3. Click on the Upcoming Task
  4. Upcoming Task window will open
  5. Edit the Upcoming Task details
  6. Scroll down
  7. Click Submit

 

 

 

 

To view & edit Overdue Task

 

  1. On Dashboard scroll down to the Overdue Tasks Widget
  2. Select the Overdue Task that you want to edit
  3. Click the Overdue Task
  4. Overdue Task window will open
  5. Edit the Overdue Task details
  6. Scroll down
  7. Click Submit

 

 

 

 

To view & edit Today's Task

 

  1. On Dashboard scroll down to the My Tasks Widget
  2. Select the task that you want to edit
  3. Click on the task
  4. Task window will open
  5. Edit the task details
  6. Scroll down
  7. Click Submit

 

 

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.