Tasks Panel and Views

Panel Controls

Summary: Selecting, Sorting, Editing Items

Selecting, Sorting, Editing Items

Select items in a Panel by clicking them. This will add filters to the workspace.

For example, selecting a Project in the Projects Panel will cause the Deliverables Panel to refresh and display only those Deliverables contained in the selected Project.

To select multiple items hold down Ctrl/Command or Shift while clicking them.

Use to open the quick editing panel and edit basic details.

You can also use as a handle to drag and manually sort items.

Alternatively, you can use right-click to open the context menu and select “Send to top” or “Send to bottom” to arrange items.

Resizing Panels

You can resize panels by dragging the edges right or left.

Panel Controls

In the upper right corner of each panel, are the Panel Controls. They differ from Panel to Panel, because some panels have different capabilities.

Reload forces an immediate update of all the information in the panel.

Panel Filters allows you to customize the panel’s content.

The Number of Filters active.

Expand toggles whether the panel occupies your entire Workspace

Collapse

New Tab moves a panel into a new tab of your browser.

Unselect and Un-filter everything on this panel removes all the filters.

Suspend Filters without removing them. Also displays how many Filters are Suspended.

Close removes the panel from the Workspace. The name of the closed panel will then appear in the Workspace Menu. You can restore it from the Workspace Menu by clicking its name.

Panel Size toggles between different widths for a particular panel.

When a closed panel appears in the Workspace Menu, a number beside it indicates the number of items selected on that panel.