Orientation, Taskpane, Taskpane Group
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The Group names appear as Headings with items below that can be minimised, like the "My Shortcuts", "Reports" and "Help Topics" Groups in the Taskpane image below.

Taskpane Image

The Separators mentioned below are the lines visible in the image in each section which assist with blocking things together within a group making the links easier to find.

Like in our example image above, between "View Account: L1000" and "Enter Bank Transactions" The Taskpane Group Page allows you to change the Group's settings or to Add or Edit Items within the Group.

To add a new group, right click on the taskpane in finPOWER Connect and select customise.

Taskpane & Toolbar - Right Click

This will then open the "Customise Taskpane Shortcuts" form.

Customise Taskpane Shortcuts

This grid shows the Taskpane Groups (Headings) that are currently visible on your Taskpane and allows you to add to, or edit, the Groups.

ColumnDescription
Drilldown Drill Down ButtonOpens the Toolbar Group form so you can edit the Group settings and add or edit items within the Group.
VisibleGroups that are ticked will be visible in the Taskpane
Taskpane GroupThe Name of the Group e.g. "My Shortcuts".
CaptionThe Name of the Group as it will appear in the Taskpane e.g. "My Shortcuts".


Taskpane.Customise

Taskpane options

Location

Choose from the dropdown whether to view the Taskpane on the Left or Right of your screen, or to not show the Taskpane at all (not visible).

From here, Drilldown on the appropriate Group, or add a new one using the add item button Add Item Button and you will be taken to the "Taskpane Group" Items form.

Taskpane Group

Taskpane Group options

Name

The Group Name

Caption

The name that will be displayed in the Taskpane

Visible?

Tick to show this group or untick to hide it from the Taskpane.

Items

ColumnDescription
...Drilldown to open the Taskpane Items page to allow for editing of the Item


From here you can either replace items by drilling down and selecting a new option, or add a new item by clicking the Add Item Button button. This will bring up the Taskpane Item Wizard.

Button Strip

IconDescription
Add Item Button
Add a new Taskpane Item
Row Delete Button
Delete selected row
Select All
Select all rows
Select None
Select no rows
Select Up
Select all rows above including the current row
Select Down
Select all rows below including the current row
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row up (Ctrl+Down)
EditCut
Cut the selection to the Clipboard
EditCopy
Copy selection to the Clipboard
EditPaste
Paste from the Clipboard