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Account task report

Account task report is a summary task report about all tasks in your Hipcall account. It displays all open tasks, tasks with high priority, tasks that are due today, and tasks that are over due. To add the widget to your dashboard, please follow the steps below.

  1. On the dashboard, click Add Widget button.
  2. A widget list window will open that allows you to add (but not remove) widgets to the dashboard.
  3. On the sidebar menu, go to Task tab.
  4. Click Add Widget button below Account task report widget.

After the widget is added, you can drag it and rearrange the widget.  You can also click the three dots that is placed on the top right corner of the widget to rename or remove the widget from your dashboard.