Workspace Action Center

The Workspace Action Center provides a series of common actions that can be performed at the Workspace level.

The Action Center toolbar provides the following actions:

Org acts as a quick jump to the organization associated with the workspace.
Calendar opens a default calendar, prefiltered for the workspace.
Favorite adds the workspace to your favorites list. Clicking this icon is the same as checking the Favorite option from the homepage or workspaces dashboard. When selected as a favorite, the heart indicator turns red.
Jump allows you to skip from one client workspace to another. Jump opens the new client as another item in your work items navigation for easy multitasking.
Refresh refreshes the current workspace landing page data.

Copy link to clipboard is available from the Action Center in many places in the application. Click to copy the current URL to your desktop clipboard, which also makes the URL available to paste elsewhere.

Admins only

Workspace Dataforms
• Click to open Workspace Dataforms. From there, you can Add or Remove dataforms.
Workspace Settings
• Click to open Workspace Settings for the current workspace.
Workspace Users
• Click to open a list of Workspace Users.
• Add or Remove users from this workspace.

My Tasks

From My Tasks, you can:

  • View the number of Active tasks in My Tasks at-a-glance using the task counter in the My Tasks header.

  • View your Active tasks.

  • Click the task number to open the full Task form.

  • Click Quick Task to display an abbreviated form for creating a new task. (See Adding a Quick Task.)

  • Click Add Task to open the New Task window where you can add a new task. (See Adding Tasks to Cases and Adding Tasks to Organization Records for New Task window field definitions.)

    Note: In addition to adding a new task, you can make the task recurring. (See Configuring Recurring Tasks.)

  • Click Reload to refresh My Tasks.

  • Click View Full Search to display the Task Manager which lists active and inactive tasks. (See Viewing All Tasks.)

  • Click Complete Task to quickly mark a task complete. The Completed field on the Task form auto-fills with the completed date and time. The Completed By field auto-fills with your user name.

Viewing All Tasks

To view all tasks:

  1. In the Action Center, expand My Tasks.
  2. Click View Full Search.
    The Task Manager dashboard opens. By default, all active and inactive tasks are displayed. The chiclets indicate the applied filters, such as Assigned To and Workspace. Inactive records are displayed in bold and italics.