How can I use a Task view in a Smart View widget?
Dear All,
I would like to have a smart view in my dashboard that displays tasks that are closed but not yet invoiced - a useful daily reminder to send those damned invoices. ;-)
However, this involves a Tasks views, and for some reason, the 'scopes' I get to choose views from, don't include Tasks.
Is there any other way to display a view listing invoiceable closed tasks on the Smart Dashboard?
Best,
Wouter
Answer
The task scope in the dashboard is something that has been requested a number of times before, along with other improvements to the dashboard. Hopefully it will make a future release (and then, maybe not in the too distant future...).
https://xtrf.userecho.com/communities/1/topics/1445-dashboard-what-improvements-does-it-need
https://xtrf.userecho.com/communities/1/topics/1143-dashboard-access-to-tasks
https://xtrf.userecho.com/communities/1/topics/1664-tasks-scope-missing-in-dashboard
https://xtrf.userecho.com/communities/1/topics/386-home-portal-dashboard-improvements
I'd suggest to vote them up.
As some sort of workaround, you could maybe try a virtual column on a project scope, perhaps combined with a custom checkbox field to be able to filter on projects with non-invoiced invoiceable tasks. But just having the task scope available would be MUCH better.
Much thanks Thijs,
I didn't realize this is a well-known issue. Will definitely vote those topics up!
Best,
Wouter
Task views will be added to the Dashboard later this year. Stay tuned.
Customer support service by UserEcho
This is available in XTRF v9.1.