Add a Task List to NetSuite Home Dashboard

This article may be of interest to you if your company is run on Oracle NetSuite and you do not see a "TASKS" block on under "Personalize" area of your home dashboard. This article shows you how to set one up yourself.

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Jack Ring
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Use Tasks in NetSuite instead of Email

Typical workflows may begin and end inside your email and calendar software. Using Tasks to communicate with your work colleagues inside of NetSuite is a great way to take a half-step out of that paradigm. They will show on your NetSuite calendar, home dashboard and many other places where they may be related. In this article I will explain how to add your Tasks as a list on your home dashboard.

1. Add a List Portlet From the Personalize Dashboard Area

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Click / Expand the Personalize


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Drag and drop a "List" element top center area. Hover over the vertical domino dots and click "Set Up".

2. Configure the New Portal

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Select "Task" from the "List Type" dropdown.


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Configure the number of records to show in your results.

3. Enjoy easy access to your task list

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Schedule a Conversation

Let's talk. • (724) 816-1000 • info@leftledger.com