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 active tasks and also View Full Search to see active and inactive 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.