Overview

The Taskpane is similar to a Toolbar and can be customised in the same way by moving the mouse pointer over it and clicking the right mouse button.

The Taskpane might be used to store links to:

• Reports that you commonly run or
• Client and Account records that you commonly access.

Links can be quickly created to a form and/or, a particular record by dragging the forms heading to the blank area. To find out how to do this, click here for more information.

You can choose to show the Taskpane at the left or right of your screen or not at all, especially if you need extra space on your screen.

Pages

• Customising the Taskpane
• Taskpane Group
• Taskpane Items
• Add Menu Item
• Add Show a Form
• Add External Link/Application
• Add Phone Dial
• Add Print a Document
• Add Run a Queue Command
• Add Run a Script Command
• Add Schedule a Script
• Add Run a Page Set
• Add Show a Help Topic
• Add Show an HTML Widget
• Add Show a Portal
• Add an Action Command for a Form
• Add a Workspace
• Edit this Application Shortcut directly