This entry was filed under Managing Schedule.

Upcoming tasks in the sidebar

No matter where you are in Pagico, you’ll always be able to the upcoming tasks in the sidebar.

An adjustable number of overdue and upcoming tasks will be displayed in the sidebar.

You can click on the task items to switch to the parent topic (or contact profile), or check the checkbox when the task is done, no matter where you are in the software.

To adjust the number of tasks displayed in the sidebar, please open up the preferences panel by clicking the “Preferences” icon in the tool bar, then use the drop down menu to set the number of tasks.

Related posts:

  1. Setting up tasks regarding to a specific contact profile
  2. Setting up “Start Date” for tasks
  3. Using the QuickAccess sidebar for quick access
  4. Viewing all tasks
  5. Setting up tasks (todo lists) in topics

3 Notes

  1. Andreas Pluntke
    Posted June 4, 2009 at 3:28 pm | Permalink

    I am having some trouble setting the preferences that you list here. I can only see the basic and design tabs. I do not see any advanced features or drop down menus. Can you help?

  2. Andreas Pluntke
    Posted June 4, 2009 at 3:31 pm | Permalink

    I should clarify - I see the drop down for the number of tasks, but it really hasn’t changed much, there still are tasks that don’t show up, and I cannot find the advanced preferences you mention in a previous topic.

  3. Meng
    Posted June 4, 2009 at 3:35 pm | Permalink

    Hi Andreas,

    The sidebar will never show *all* of your tasks — it only shows a few number of upcoming tasks (with adjustable number from 3 to 7). I’m not sure if this answers your question?

    In order to see all your tasks, please go to “Dashboard -> all tasks” section.

    Thanks!

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