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This guide will walk you through the implementation of the widget for your own site. 

Dashboard menuDashboard tiles

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1. Add the Widget

  1. In the CMS, navigate to Content → Theme Layout

  2. In the Zone: TopBar, click Add Widget.

  3. Search for and select the Outstanding Tasks Display widget, and click Add widget

  4. Edit the newly added widget. 


  5. Tick the options you wish to show counters for, based on the functionality your site uses: 
    • Orders awaiting payment
    • Orders on hold
    • Orders requiring approval
    • Orders requiring receipting


  6. Update the refresh interval if you don't wish to use the default (which is every 5 minutes). 

  7. Save.

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Now you can login as a B2B user and see a handy counter in the Dashboard dropdown and page tiles! (thumbs up)

 

 

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