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Planview Customer Success Center

My Tasks widget

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Description

The My Tasks widget displays the tasks assigned to you from PPM Pro. You can monitor the progress of your tasks and navigate directly to those tasks in PPM Pro.

By default, the widget displays the following details for each task:

  • Task name - Clicking on the task name will open the task in PPM Pro
  • Project
  • Start date
  • Target date
  • Status
  • Category
  • % Completion

Available Functionality

Within the widget, users can filter the displayed tasks and rearrange the columns.

To filter your displayed tasks:
  1. In the upper-right corner of the widget, click the Filter icon.
  2. Select a Status or Category.

The widget automatically displays the task that match the filter selections.

To rearrange the widget columns:

1. Click on a column header and drag it to the left or right of another column.

           

NOTE

You cannot make changes to your tasks within the widget. If you need to update a task, click on it's name to open it in PPM Pro.

           

Configuration settings

Your administrator can edit the following configuration settings.

Option Description
Title Name of the widget.
Description (contextual help) Description to appear when user clicks the help icon for the widget.
Columns Select the columns included in the widget and set the order they appear in.