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.

How Do I?

Filter Records

Related Topics

Understanding Your Workspace

Infor CRM Web Client User Tips




What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at