Project Tasks Portlets

If you use Project Management, you can add the Project Tasks portlet to display project tasks on your dashboard. The portlet shows project tasks assigned to all resources and provides quick access to project task information.

To add a Project Tasks portlet:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab of the Personalize Dashboard palette, click the List icon or drag it onto the dashboard.

    List portlet icon
  3. Click Set Up in the portlet or the portlet menu and select Project Task from the List Type list.

  4. Click Save to update the portlet content.

If you use the Inline Editing feature, you can change a project task's status in the Project Tasks portlet. Changes made to a task in the portlet are automatically changed on the task record. For more information on inline editing, see Using Inline Editing.

You can also click Edit next to a task in the Project Tasks portlet to update the information on a project task record. Use the portlet filter options to select the range of tasks to display in the portlet. Filter selections are sticky changes, meaning your selections are saved until you change them.

Related Topics

Setting Up Dashboard Portlet Content

General Notices