Is there a way to duplicate the out of the box Active Tasks and Planned Activities Dashlets but customize the group button on the right of the person button to only show a specific group(s) and not default to ALL groups the person belongs to?
Our managers who belong to multiple groups/teams want to keep track of upcoming and overdue activities for their specific team members and not all the other groups he or she belongs to.
Hi Max Cortez ,
You could have something similar with a dashboard containing reports on Tasks, Meetings and Calls using the filters you wish and additionally a run time filter based on the Primary Team assigned to the records. Then, adding a Dashboard Filter on the Primary Team so you can filter all dashlets at the same time for a particular team. Last, you need to make this dashboard available to the management team so the users can access it.
The dashboard could look something like this:
I know this approach is not as clean or functional as the two other dashlets but with this solution you don't need customisation and can be implemented / changed quickly.
Hope it helps but let me know if you have any questions / comments on this.
Best,
Francesc del Moral
Hi Max Cortez ,
You could have something similar with a dashboard containing reports on Tasks, Meetings and Calls using the filters you wish and additionally a run time filter based on the Primary Team assigned to the records. Then, adding a Dashboard Filter on the Primary Team so you can filter all dashlets at the same time for a particular team. Last, you need to make this dashboard available to the management team so the users can access it.
The dashboard could look something like this:
I know this approach is not as clean or functional as the two other dashlets but with this solution you don't need customisation and can be implemented / changed quickly.
Hope it helps but let me know if you have any questions / comments on this.
Best,
Francesc del Moral
