Using the Task Pane
The Task Pane consists of common tasks and features designed to help you complete your work. The available options depend on the record type and type of view where you are working.
From a list view, you can:
- Filter Records
- Perform Common Tasks
From a detail view, you can:
- Use the Group List
- Perform Common Tasks
- Perform Process Tasks
Process Tasks are only available if your administrator has configured process orchestration.
From the Web Form Designer, you can:
- Add fields
The system administrator and users with the appropriate role can access these features.
Infor CRM Web Client User Tips
