How to Use Your New Highrise Widget To Manage Deals and Tasks
Posted by dashstack on June 7, 2012
We have been hard at work for several weeks and are excited to announce that Highrise deal tracking is the newest DashStack addition. Highrise is a great tool for managing deals and tasks within your Bascamp workflow and we are anxious to show you how it works with your DashStack dashboard.
First, create a Highrise Widget
Choose from a “Deals” Widget or a “Tasks” Widget (we will show you both below)
Adding a Deals Widget:
Choose the deals widget option and give it a title.
Once you have added your deals widget, choose to view All Deals, Pending, Won, or Lost.
From the same view, you also have the option to choose to view deals by Person Assigned, Date, Category, or Status.
Click on a deal to see further details. You can also update the deal with “lost” or “won”.
Adding a Task Widget:
Choose to view tasks assigned to a person and give your widget a title.
Once you have created your widget, choose to group by Due Date or Category. Click the check box next to a task once it’s complete.
Give our Highrise widget a spin and let us know what you think!
That’s it for now. Although, we will be adding additional Highrise functionality soon. We are working to make DashStack better everyday so stay tuned to our Twitter, Facbook, and Blog to stay in the loop on added features and updates.