Your Week Widget
Your Week is a dashboard card for your team. It shows at a glance how full each person's week is: what agents have left waiting for them, what's due, and what their clients have been doing.
Overview
Each staff member sees their own week, Monday to Sunday in your site's timezone. The card sums everything into one reading, from Quiet to Heavy, so a busy week stands out before anyone opens a list. Every number links to the page where the work lives. Open Today next to the dates opens Today, the page for what to do right now.
What It Shows
The heat bar
A colored bar at the top reads Quiet, Steady, Busy or Heavy, with the dates of the week beside it. It adds up the numbers below:
- Items waiting on you in Actions, tasks due this week, open tickets and calendar events count 1 each.
- Overdue tasks and unanswered tickets count 2 each.
- Client activity counts 1 for every 5 updates.
| Reading | Total |
|---|---|
| Quiet | 0–5 |
| Steady | 6–15 |
| Busy | 16–30 |
| Heavy | 31 or more |
The four tiles
| Tile | What it counts | Opens |
|---|---|---|
| Waiting on you | Items in Actions waiting for your decision, split into drafts and requests | Actions |
| Tasks due this week | Your open tasks due between today and Sunday, with how many are overdue | My Tasks |
| Open tickets on you | Open tickets assigned to you, with how many are unanswered (status New or Open) | Tickets, filtered to Assigned to you |
| On your calendar | Items on your calendar from today to Sunday | — |
A tile gets a colored edge when it needs attention: anything waiting in Actions, any overdue task, or any unanswered ticket.
Waiting on you
The first three items waiting on you in Actions, in the same order as the Actions list: requests that expire soonest, then the oldest drafts. Click one to open it directly on the Actions page. If items you've already decided haven't been marked checked yet, the heading shows how many (for example 1 done, unchecked). Open Actions → takes you to the full list.
This part only appears for people who can use Actions.
Coming up
Up to four items from your calendar for the rest of the week, with the day and the client. It uses the same calendar as the Next 7 Days widget.
Client activity
What the clients you work with did in the last 7 days, compared with the 7 days before:
- tickets they opened
- replies they posted on tickets
- portal messages they sent
- changes they made to files and resources
You see the total with the change from the week before, the three most active clients, and the latest entries, each linking to the ticket, message or file.
"Clients you work with" means clients where you're the Primary Contact, plus the clients of any open ticket assigned to you. Administrators see a Mine / All switch next to the heading to show every client instead.
Adding It to a Dashboard
An administrator adds the widget once, and everyone who sees that dashboard gets their own week in it.
- Go to Manage Dashboards and click Edit Dashboard (the pencil) on the dashboard your team uses.
- In the Widget Library, click Your Week. It's added as a Large (2x2) card.
- Drag it where you want it, and open its settings to change the options below.
- Click Save. The builder also saves changes automatically every 60 seconds.
Settings
- Name
Client activity shows- Type
- select
- Description
Clients the viewer works with (default) or All clients (administrators only). Choosing all clients only applies to administrators; everyone else always sees their own clients.
- Name
Client activity entries- Type
- number
- Description
How many recent client updates to list, from 1 to 20. Default 6. The totals always count every update.
Who Can See It
- Staff roles (administrators, editors, system admins and your other staff roles) see the card with their own numbers.
- Client users never see it. On a dashboard shared with clients, the card is simply hidden for them.
- The Waiting on you tile and list appear only for people who can use Actions.
- Only administrators can switch client activity to All.
Notes & Gotchas
- Client activity can lag up to 5 minutes. The list of client updates is cached briefly, so a reply a client just posted may take a few minutes to show.
- Staff actions never count as client activity. Replies, messages and file changes by your own team are left out, even on a client's ticket.
- "Clients you work with" needs a link to you. If you aren't the Primary Contact on any client and have no open tickets assigned, the card says so instead of showing activity.
- Overdue calendar items can appear under Coming up. Items that are past due and still open are labelled Overdue.
- The week always starts on Monday, whatever your calendar's first day of the week is.