Hi there,
Does anybody know if there is a way to set up a dashlet on Sugar that gives you a calendar view of upcoming and/or overdue tasks?
Hi there,
Does anybody know if there is a way to set up a dashlet on Sugar that gives you a calendar view of upcoming and/or overdue tasks?
Hello Ian Brown ,
The out of the box Calendar Scheduler Dashlet does exactly that.
You'll need to create new Dashlet, choose Calendar Scheduler and Select Tasks on the type of records to show.
Let me know if this helps.
Cheers,
André
Hi Andre,
Thanks for this, it's really helpful.
I see that the tasks appear on the calendar from the start date all the way to the due date. Is there a way to just have them appear on the due date? Or would we need to start logging tasks without a start date to do this?
Hello Ian Brown ,
I do believe you'll need to add the start dates on the tasks to see them in the Calendar.
You have more information on this on the Calendar Documentation:
https://support.sugarcrm.com/documentation/sugar_versions/13.0/ent/application_guide/calendar/#Understanding_End_and_Duration_Fields
If you believe you would like it to behave slightly different I would recommend opening a support case for Sugar support team to be able to capture your feedback and create a product idea.
Let me know if this helps.
Cheers,
André
Hello Ian Brown ,
I do believe you'll need to add the start dates on the tasks to see them in the Calendar.
You have more information on this on the Calendar Documentation:
https://support.sugarcrm.com/documentation/sugar_versions/13.0/ent/application_guide/calendar/#Understanding_End_and_Duration_Fields
If you believe you would like it to behave slightly different I would recommend opening a support case for Sugar support team to be able to capture your feedback and create a product idea.
Let me know if this helps.
Cheers,
André