Task Pane

 

The Task Pane is used to perform such tasks as slicing view data, managing workboards, managing discussions, and customizing the work environment. Each type of task is performed in a different “face” of the pane that you flip open by clicking a button on the pane toolbar.

The following example shows the Task Pane being switched from Workboards to Slicers.

While working in Work Mode, the functions you perform from the Task Pane apply to the entire workboard. In View Maximized Mode, the functions you perform from the Task Pane apply to the currently maximized view.

The Workboard Task Pane

Click one of the buttons on the Workboard Task Pane to flip to another "face" of the pane.

Button

Opens the …

For details see …

Workboards Pane

Using the Workboards Pane

Workboard Slicers Pane

Using the Slicers Pane

Discussions Pane

Using the Discussions Pane

Scrapbook

Using the Scrapbook

Workboard Properties Pane, when in Design Mode

Using the Workboard Properties Pane

 

The View Task Pane

To display the View Task Pane, maximize  the relevant view component.

Click one of the buttons on the View Task Pane to flip to another "face" of the pane.

Button

Opens the …

For details see …

View Slicers Pane

Using the Slicers Pane

Formula Pane

Using the Formula Pane

Exceptions Pane

Defining an Exception

View Properties Pane

Using the View Properties Pane

 

Showing, Hiding and Sizing the Task Pane

When the Task Pane is hidden, move the mouse pointer to the pane indicator  to slide it open.

You can pin the Task Pane using the pushpin ( when pinned) on the pane toolbar, or unpin ( when unpinned) it so the task pane automatically hides when not in use.

You can resize the Task Pane using the handle  on the right boundary of the pane. Drag it until the pane is the correct size.