Orientation, Taskpane, Taskpane Items
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You can add items to the Taskpane at any time by dragging the title bar of an open form across into the Taskpane, by right-clicking in the taskpane and choosing Add Item Button Add from the short menu, or by clicking the Add Item Button in the Taskpane Group form.

Taskpane, Adding an Item, Item Type

Choose the type of Taskpane Item you want to add by selecting one of the options and clicking Next Button

Most of the selections will take you to another page of the wizard. Follow the link (blue text) to see Help on how to create each Item

Is this a Separator or a Menu Item?

ItemDescription
SeparatorA Separator is a line that separates groups of Taskpane items
Menu ItemA Menu Item is a link to a page in finPOWER Connect chosen from the Menu Options.

Select Application Shortcut Type

You can also choose Menu Items from here, or select from a range of other applications or tasks in finPOWER Connect.

ItemDescription
Show a FormShow a Form that is currently open and can be run from an Application Shortcut, e.g. a form that is not in the middle of a wizard.
Launch an External Application, Document or URLLaunch a selected Application, such as MS Word, a Document or a Website.
Phone DialDial a preselected phone number.
Print a DocumentProduce a pre-selected document.
Run a QueueRun a pre-configured Queue. Click here for more details about setting up a Queue.
Run a ScriptRun a script.
Schedule a ScriptRun a script at regular intervals for a set time.
Show a Help TopicShow a Help Topic.
Send an Action to a FormCause a Form, or all open forms, to perform an action.
WorkspaceCreate your own standard workspace by opening a range of forms.

Alternatively, you can edit the Application Shortcut directly

Edit this Application Shortcut directly?

You would normally only select this option if you wanted to see how an Application Shortcut is made up for inclusion in a Script, e.g. a hyperlink in a Summary Page Script or if you want to paste it somewhere, e.g. as an Application Shortcut to launch when the database is opened under Tools, User Preferences.