"My List" Tab Added To Tasks View
The Tasks view in finPOWER Connect Cloud now has a "My List" tab which allows users to create their own custom list.
For example, users can add shortcuts to commonly used items from any of the other tabs or add their own new, completely custom, items.
As of version 3.03.00 of finPOWER Connect Cloud, a new "My List" tab has been added to the Tasks view:
Right-clicking items on existing tabs allows them to be added to "My List":
Clicking the "Customise 'My List'" button:
Shows the "Customise 'My List'" form:
This allows existing items to be deleted, rearranged and edited.
E.g., you might want to change the caption or parameters of an existing item:
New Smart List, HTML Widget and Heading items can be added to "My List".
The maximum number of items that can be added and which HTML Widgets and Smart Lists can be used are all configured within finPOWER Connect Desktop.
Whether the "My List" tab is shown for users, how many custom items can be added and any restrictions to what Smart Lists or HTML Widgets users can add to the list are configured from the finPOWER Connect Cloud Configuration form, Tasks group, Options page from within finPOWER Connect Desktop:
Right-clicking items in "My List" shows a series of shortcuts to allow quick customisation of the list: