Difference between revisions of "Tasks / Follow-ups widget"
Ashley DeBon (talk | contribs) (Created page with " == Tasks / Follow-ups widget == === What is the Tasks / Follow-ups widget? === The Tasks / Follow-ups widget on Home shows pending tasks and follow-ups so you can act on to...") |
Ashley DeBon (talk | contribs) (→Tasks / Follow-ups widget) |
||
| Line 1: | Line 1: | ||
== Tasks / Follow-ups widget == | == Tasks / Follow-ups widget == | ||
| − | + | [[File:app_followupswidgetscreen.png|200px|thumb|right|Callproof Mobile App Followupswidgetpage]] | |
=== What is the Tasks / Follow-ups widget? === | === What is the Tasks / Follow-ups widget? === | ||
Latest revision as of 08:28, 17 July 2026
Contents
Tasks / Follow-ups widget
What is the Tasks / Follow-ups widget?
The Tasks / Follow-ups widget on Home shows pending tasks and follow-ups so you can act on today’s work without leaving the dashboard.
Mobile Home → scroll to Tasks / Follow-ups Full task management: bottom tab Tasks Show/hide widget: Settings → Home Screen Widgets
Using Tasks / Follow-ups widget
- On Home, find the Tasks / Follow-ups widget (when enabled).
- Review pending tasks and follow-up items.
- Tap a task to open details or take action.
- Mark complete or manage the task from the full Tasks screen when needed.
- Enable/disable this widget in Home Screen Widgets settings.
Features include
- Pending tasks list – Follow-ups that still need attention.
- Quick open – Jump into a task/account action from Home.
- Completion actions – Mark or manage status when available.
- Link to Tasks tab – Full pending/completed management on Tasks.
- Widget toggle – Turn on/off from Home Screen Widgets.
