Task area
Note: This content is no longer updated.
For the latest content, please go to the user guide for M-Files Online. For information on the supported product
versions, refer to our lifecycle policy.
In the task area, you can see shortcuts to different M-Files Desktop operations. Click the gray vertical tab on the left side of the user interface to show or hide the task area.
| Click... | To... |
|---|---|
| Create | Create a new object with a quick link. For more information on how to create objects, see Creating Documents and Other Objects. |
| Go To | See a list of predefined links to the most commonly used views. |
When you have selected an object in the listing area, you can see also the sections View and Modify and State transition in the task area.
| Click... | To... |
|---|---|
| View and Modify | Do object-specific operations, for example Check Out and Check In. |
| State transition | Change the state of the selected object. For more information, see Changing the Workflow State in the Task Area. Note: The Change State command is shown in
the task area only if the object has a workflow and you have
the permission to change the workflow state. |
Customizing the task area
You can customize the shortcuts of the View and Modify and Go To sections.
| To... | Do this: |
|---|---|
| Add or hide shortcuts in View and Modify. | Right-click an empty space in the task area and select or unselect a shortcut from Commands. |
| Add an object shortcut to the Go To section. | Select the object, open the menu bar with the Alt key, and select . |
| Add a view or virtual folder shortcut to the Go To section. | Right-click on a view or virtual folder and select Add Shortcut to Task Area. |
| Rename, remove, or move shortcuts in the Go To section. | Right-click a shortcut and select a command. |