Task-based Screens

Modified on Wed, 28 Jun, 2023 at 4:59 PM

Task-based screens help you carry out specific actions in your system in addition to providing relevant information. Select the + markers in the image below to learn more.

Tabs – Many Screens contain tabs that hold more information or similar actions.
Page Options – Use these buttons to complete that action or open more options. Note that these vary depending on the screen.
Edit Tabs – Allows you to manage the inclusion and position of widgets within each tab.
Widget – Widgets vary in their purpose but are used to display information and help the user complete actions. Displayed widgets can be managed from the Edit Tabs page.
Jump To – Quickly find the widget you need by using the Jump To functionality for each tab.
Links – Text that is highlighted in blue acts as a link to other areas of the system.
Icons – various icons exist throughout the system to help you complete tasks such as looking up an item from a list, selecting editing or expanding an item, etc.