Tasks and Project Tasks Portlets on Your Dashboard

NetSuite provides two portlets to help you manage tasks. You can add a portlet to show CRM tasks and, if the Project Management feature is enabled, a portlet to display project tasks.

Tracking CRM Tasks

Use the Tasks portlet on your home page to track work you need to complete on CRM tasks.

If you use the Inline Editing feature, you can change a task's status to Completed in the Tasks portlet. Changes made to a task in the portlet are automatically changed on the task record. You can also click Edit next to a task in the Tasks portlet to update the information about a task. For more information, see Using Inline Editing.

By default, the Tasks portlet displays each task's due date, title, company involved, priority, and status. To change the displayed fields, click Customize View on the portlet menu or choose from the View field if available.

You can also:

• Choose an option in the Quick Sort field to change the order in which tasks appear.

• Click New Task on the portlet menu to enter a new task record.

• Click Set Up to set the number of tasks that show in the portlet.

• Click the refresh icon to update the portlet after you update or complete tasks.

For information about working with CRM tasks, see Working with CRM Tasks.

Displaying Project Tasks

If you use Project Management, the Project Tasks portlet displays project tasks on your dashboard. The portlet shows project tasks assigned to all resources and provides quick access to project task information. For more info, see Project Tasks Portlets.

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. You can also click Edit next to a task in the Tasks portlet to update the information about a project task record.

By default, the project tasks portlet displays the project, task ID, task name, estimated work, actual work, start date, and end date for each task. To change the displayed fields, click Customize View on the portlet menu or choose from the View field if available.

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.

• Assignee – Display all project tasks or only tasks assigned to a specific resource or group of resources. You can also select to display unassigned tasks.

• Priority – Select to view project tasks by importance.

• View – Create a custom database view if you want to limit the project tasks displayed in the portlet to a segment of all project tasks.

• From-To – View a range of tasks based on the project task column selected. For example, if you select to sort by task name, you can then select a range of task names to display on the portlet.

For information about working with project tasks, see Project Tasks.

General Notices