Task Area
The task area in the classic M-Files Desktop contains shortcuts to different operations. Click the gray vertical handle on the left side of the user interface to show or hide the task area.
| Section | Content |
|---|---|
| Create | Quick links for object creation. For more information on how to create objects, see Creating Documents and Other Objects. |
| Go To | 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.
| Section | Content |
|---|---|
| View and Modify | A list of object-specific operations. For example, Check Out and Check In. |
| State transition | A list of the available state transitions for 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.
| Objective | Instructions |
|---|---|
| Add or hide shortcuts in the View and Modify section. | 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 in the task area and select a command. |