The Task Dashboard Widget puts your priorities front and center right on your Recruiterflow dashboard. See what's due today, what's coming up, and what's overdue without clicking into the Tasks section.
Why Use the Dashboard Widget?
✅ See your priorities at a glance: No digging through tabs
✅ Stay on top of deadlines: Overdue tasks are impossible to miss
✅ Customize your view: Filter by task type, priority, or team member
✅ Quick actions: Mark tasks complete directly from the widget
Adding the Task Widget to Your Dashboard
Step 1: Open Your Dashboard
Click Dashboard in the left sidebar.
Step 2: Add Widget
Click Add Widget (top-right corner or center if you have no widgets)
Select Tasks from the dropdown menu
The widget configuration panel opens
Step 3: Choose Your View
You can display two types of task views:
Option 1: My Tasks
See tasks assigned to you, organized by:
Due Today: Tasks due on the current date
Upcoming: Tasks due in the future
Overdue: Tasks you've missed
Completed: Tasks you've finished
Option 2: Tasks Assigned by Me to Others
See tasks you've assigned to your team, organized by:
Due Today: What your team needs to complete today
Upcoming: What's on their plate soon
Overdue: What they've missed
Completed: What they've finished
💡 Pro Tip: You can toggle between both views after setup by clicking the view switcher on the widget.
Step 4: Filter Tasks (Optional)
Narrow down which tasks appear in your widget:
Filter by Task Type:
To-do, Call, Email, SMS, LinkedIn Message
Select multiple types or leave blank to show all
Filter by Priority:
High, Medium, Low, None
Select specific priorities or show all
Step 5: Save Your Widget
Click Save or Add Widget.
The widget appears on your dashboard instantly.
Understanding the Widget Layout
Default View: My Tasks - Due Today
When you first add the widget, it shows your tasks due today.
What you'll see:
Task title
Associated entity (candidate, job, company, etc.)
Due date & time
Task type icon
Priority indicator
Switching Between Views
At the top of the widget, you'll see tabs:
Due Today: Focus on immediate priorities
Upcoming Tasks: Plan ahead
Overdue Tasks: Catch up on missed tasks
Completed Tasks: Review what's done
Click any tab to switch views instantly.
Toggling Between My Tasks and Assigned Tasks
If you selected both view types during setup:
Look for the view switcher at the top of the widget
Click to toggle between:
My Tasks (tasks assigned to you)
Assigned by Me to Others (tasks you assigned to your team)
Taking Action from the Widget
Mark a Task Complete
Hover over any task row
Click the ✅ checkmark that appears on the right
The task slides away from the list
Open Task Details
Click the task title to:
See full task details
Open the associated entity page (candidate, job, etc.)
Edit or delete the task
View More Tasks
If you have more than 5-10 tasks in a category:
The widget shows the first few
Click View All Tasks at the bottom to open the full Tasks table
Customizing Your Widget
Edit Widget Settings
Want to change your filters or views?
Click the three-dot menu (⋮) in the widget header
Select Edit Widget
Update your filters or view preferences
Click Save
Rearrange Widget Position
Drag and drop the widget to reorder it on your dashboard:
Click and hold the widget header
Drag to your preferred position
Release to drop
Remove Widget
Don't need the widget anymore?
Click the three-dot menu (⋮) in the widget header
Select Delete Widget
Confirm deletion
Tips for Using the Widget Effectively
🎯 Keep It Simple
Start with "My Tasks - Due Today" and no filters. Add complexity later if needed.
📊 Use It as Your Morning Dashboard
Make checking the Task widget part of your daily routine — right after you log in.
👥 Managers: Use the "Assigned by Me" View
Instantly see what your team is working on without asking for updates.
🔍 Filter by High Priority Only
If you're overwhelmed, filter to show only High priority tasks. Focus on what matters most.
⏰ Pair It with the Calendar Widget
Add both Task and Calendar widgets to see your full day at a glance.
🔄 Check Overdue Tasks Weekly
Set a reminder to review your Overdue tab every Monday and clean up missed tasks.
Common Questions
Q: Can I have multiple Task widgets on my dashboard?
A: Yes! You can add as many Tasks widget per dashboard. But you can toggle between different views within the widget.
Q: Does the widget update in real-time?
A: Yes! When you or a team member creates, completes, or updates a task, the widget refreshes automatically.
Q: Can I sort tasks within the widget?
A: Tasks are automatically sorted by due date (soonest first) and then by priority (High > Medium > Low > None). You can't change the sort order within the widget.
Q: What if I don't see any tasks in the widget?
A: Check your filters. You might have selected specific task types or priorities that exclude your current tasks. Click Edit Widget to adjust filters.
Q: Can other team members see my Task widget?
A: No. Dashboards are personal to each user. Your Task widget only shows tasks relevant to you.
Need More Help?
💬 Chat: Click the chat icon in the bottom-right to reach our support team
📧 Email: help@recruiterflow.com
Ready to stay on top of your tasks? Add the widget to your dashboard now →