Task Area

The left side of the user interface (task area) contains a number of context-sensitive shortcuts:

Under the New title, you can find quick links for creating new objects by object type.

Under the View and Modify title, you can select object-specific operations, such as Check in/out or Make Copy, to be performed. You can add new shortcuts to the list by right-clicking an empty space on the task area and selecting a shortcut from the Commands list.

The Go To title lists a number of pre-defined links to the most commonly used views, such as Favorites and Checked Out to Me.

In addition, you can add new shortcuts under the Go To section yourself. To add a shortcut to the selected view or virtual folder, right-click on it and select Add Shortcut to Task Area. To add an object to the list, select the object, open the menu bar with the Alt key on your keyboard, and select Operations > Add Shortcut to Task Area.

You can rename, delete, and organize shortcuts on the task area using the right mouse button.

You can also define common task area settings, although this requires you to at least Manage common views and notification rules. At the same time, you can also delete users' custom task area settings to immediately activate the common settings. Alternatively, the common settings can be activated by restoring the common default settings. The user can also restore the M-Files software default settings.

You can open and close the quick links below each title by clicking the arrowheads in the title.

Favorites

In addition to My Views and task area shortcuts, you can add documents and other objects to favorites. Favorites are user-specific.

You can add objects to favorites and remove them via the Operations menu, the context menu, or via the object's metadata card.

Note: You cannot delete favorites with the Delete function.

You can conveniently access your favorites via the quick link in the task area.

Shortcuts for changing the workflow state

You can change the workflow state directly via the quick links in the task area. The various workflow states are available for selection under the Move into State title. You can move the object to the desired state simply by clicking the state. If you wish, you can add a comment about the state change at this point.

Note: The Move into State title and the various workflow states are displayed in the task area only if the object has an associated workflow for whose state changes the user has the required permissions.

You can also change the state by clicking the workflow name or state control in the metadata card.