The Tasks Widget on the Adviser Home dashboard is a powerful tool for managing client-related tasks efficiently. It provides a clear overview of pending, completed, and upcoming tasks, ensuring you stay organised and up to date with client engagements, compliance requirements, and workflow priorities.

With this widget, you can easily view, track, and manage tasks, helping you streamline your daily operations and enhance productivity within AdviserLogic. Whether you're managing follow-ups, compliance actions, or client reviews, the Tasks Widget ensures nothing falls through the cracks.

To enable the Tasks Widget, navigate to Adviser Home and select Customise Adviser Home.
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Select the Task Widget and Save

All enabled widgets on the Adviser Home screen will appear as minimised tiles, providing a compact and organised overview.

You can expand, collapse, or rearrange these widgets to customise your dashboard layout for optimal workflow efficiency.

By default, the Tasks Widget appears as a minimised tile on the Adviser Home screen, showing only key details for quick reference.

Only five columns will be displayed in the minimised view for a compact overview the following 5 columns will show as default - these can be modified in the Widget settings.

The Tasks Widget exclusively pulls client data from the client record and does not display information from the Related To field of the task.

​Expanding the widget to the Maximised View will reveal all available task columns - 7 Columns Total.

Expand the Tasks Widget for a more detailed view or generate an Excel report for comprehensive task tracking.

The Tasks Widget in Adviser Home provides a structured view of tasks, allowing you to manage and track client-related actions efficiently. Below are the key fields available within the widget:

The Maximised View of the Tasks Widget provides an expanded layout with all task details visible. It includes the same core fields as the standard view but offers additional display and filtering options under Widget Settings.

*All columns are displayed by default for comprehensive task tracking.

The Search Bar in the Tasks Widget allows you to filter both specific columns and all details appearing in the widget.

Enter a keyword or phrase to search across all visible task details (not limited to filter columns).

The Assignee field in the Tasks Widget displays the individual responsible for completing the task.

The Status field in the Tasks Widget is visually represented using a pie chart and icons, providing a clear overview of task progress.

You can change the Task Status from the default In Progress to Dormant, Abandoned, or Complete using the status bar. The updated status will be reflected in the Tasks Widget.

Select the status icon for the task and select the status from the drop-down options:

Changes made to the status bar update the Tasks Widget instantly, ensuring real-time tracking of task progress.
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Stay on top of pending, dormant, abandoned, or completed tasks with up-to-date status changes reflected immediately in both the widget and the client’s record.
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The Widget Settings icon⚙️ is located in the top right corner of the widget and allows you to customise which tasks appear in the widget.

✅ Show Overdue Tasks – Displays overdue tasks by default (can be deselected).
✅ Show Dormant Tasks – Includes dormant tasks in the widget.
✅ Show from Due Date – Filter tasks based on upcoming due dates:

Select which columns to include in the expanded widget view:

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The Task Name field displays the name of the task as entered in the task creation window and serves as its primary identifier.

Task names should be descriptive and provide a clear summary of the required action, making it easier to locate, search, and track tasks within the Tasks Widget.

Tasks with a Waiting On condition will display a coloured dot in front of them.

Hovering over the dot will reveal the specific condition that the task is waiting on.

The Client field in the Tasks Widget links the task to a specific client record, allowing for easy tracking, searching, and filtering of client-related tasks.

The Due Date field in the Tasks Widget indicates the deadline assigned to the task for completion.

The Due Date in the Widget can be sorted in ascending or descending order by clicking on the column header to prioritise upcoming or overdue tasks.

The Assigner field in the Tasks Widget displays the adviser who created the task. You can select from a list of staff to filter tasks based on the assigned.

The Task Type field in the Tasks Widget displays the assigned task type, categorising tasks based on their purpose to help with organisation and filtering.

Tasks can be sorted alphabetically by clicking on the column header.

To generate an Excel report of your filtered tasks, In the maximised mode, simply select the Excel button. A report containing all fields will automatically download to your local drive.

At the far right of the Tasks Widget, you will find the Three Dots Menu (⋮).

Selecting this will display a drop-down menu with the following options:

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A small window will open, allowing you to quickly enter notes about the task and record the minutes taken. Any notes and time logged here will be saved directly under the Task in the client's record for easy reference.

The Time field allows you to enter a number representing the minutes spent on the task, helping track time for reporting or compliance purposes.

The Notes window provides basic text editing options, including:

Allowing you to format notes clearly before saving them to the client's task record.

​Select Save to save the note to the client's Task.
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The Send Email to Assignee option allows you to quickly send an email notification directly to the task assignee, ensuring they are informed of updates or reminders related to the task.

A confirmation will show and the assignee will receive the email reminder.

AdviserLogic allows you to duplicate the Tasks Widget in Adviser Home.

Duplicating the widget allows you to:

To duplicate the tasks widget, select the customise Adviser Home button.

Scroll down to the tasks Widget option and select the duplicate button from the right of the window

The new widget will now appear in the window and on your Adviser Home screen. By default, the duplicated widget is named Task Copy, but you can easily rename it for clarity by clicking into the editable field in the second column. Select Save to apply the changes.

You can remove the widget from your Adviser Home by deselecting it from the Add Widgets window or by selecting the rubbish bin icon to the right of the widget in the Add Widget window.

Alternatively, you can delete the duplicate widget when it is no longer needed by using the delete icon.

You can also create a filtered Task Widget to display tasks Assigned By specific users or by Task Pools.

To create a filtered task Widget, select the customise Adviser Home button.

Select the Add button to open general widget filter options.

From the widget creation window, choose Tasks from the Item drop-down to create a bespoke task widget and apply your filters:

Selecting Preview from the bottom left of the window will display a list of tasks related to the selected filters directly beneath the filter fields. This allows you to review the filtered task results before saving.

Save the Widget to enable it on your Adviser Home.