Overview
By leveraging the Project Widget, you can condense any checklists across your workspace or template into one holistic view. This may be helpful so that the client can view all outstanding tasks (for example, on your summary page).
Adding the Project Widget
Step 1: Click Add section
Step 2: Click Project from the dropdown, under Dock Widgets
Customizing the Project Widget
Once the widget is added to the space, you'll want to customize it.
You can do so by:
Creating tasks manually, directly within this widget
Adding a plan from a different area of the workspace
Adding in a plan template.
Navigating the Project Widget
Once the widget has been configured, you'll be able to navigate between the view. The following default views to toggle between are: all, open, overdue and completed.
You can also check off, create, or manage any tasks in these views directly!