Pin a Task To Dashboard

Use the Tasks submodule to pin tasks to dashboard from the Task card.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To pin a task to dashboard:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the task that you want to pin to dashboard.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight a task that you want to pin to dashboard and click Task Settings on the tab toolbar.
6. On the Task card, click, Basic Settings tab > Context Menu > Pin to Dashboard and select an option:
   • Select an existing dashboard.
   • Select Pin to a New Dashboard to create a dashboard to pin the task to, specify the required information and click OK.