Using the Task Pane

The Task Pane consists of common tasks and features designed to help you complete the work. The available options are based on the record type and type of view where you are working.

From the 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.
Note: 
  • The system administrator and users with the appropriate role can access these features.
  • Process Tasks are only available if the administrator has configured process orchestration.

From the Web Form Designer, you can: Add fields.

On this page, you can:

  • Find the Task Pane: Task pane displays to the right of the main window pane.
  • Expand or collapse the Task Pane: Move the cursor over the inner border of the pane you require to resize and drag the pane to the desired size.
  • Expand or collapse sections within the Task Pane: Click the column heading of the section you require to collapse. To expand the section, click the heading again.
  • Perform Common Tasks: The available options depend on the record type and type of view where you are working. To find out which options are available for a specific view, please see the help topic for that view. For example, for the Account detail view, see the topic 'Using the Account Detail View'.
    Note:  If you do not select any records before selecting a common task, you are asked if all records in the group must be used. If you click Yes, all group records are selected, regardless of any filters.
  • Perform Process Tasks:
    • In the Process Tasks, click Click to Complete icon next to the item to view and complete.
    • Click Cancel to cancel a step.