Creating or editing an activities overview of tasks, lists, and conferencesTopic number: 1425411702981

The Activities overviews pane provides an overview of the tasks to perform, studies of interest, and pending conferences. Add to or edit your overviews as required.

Important!

Using complex activities overviews and task or study lists might negatively impact the performance of the application.
To create or edit an activities overview of tasks, lists, and conferences
  1. Select List area > Activities overviews.
    • or
    • Right-click the name of the current Activities overview and select Manage activities overviews.

    A list of the activities overviews available to you is displayed.

  2. Click New, or with an item selected, click Duplicate or Edit.
  3. Type or optionally modify a Name for the activities overview.
  4. To specify when the activities overview is active, select Active from and to times.

    Leave the to field blank to not time-limit the activities overview.

  5. Select the items to populate the activities overview:
    1. Work on the To do tab, or switch to the Follow up or Conferences tab.
    2. From the All available lists or conferences list, select the items to include and click Move. Right arrow To remove an item, select it in the Include list and click Move. Left arrow

      Note:

      To avoid slow retrieval of activities overviews, add only tasks lists to the To do list. If a list does not contain tasks, then move it under Follow-up instead.
    3. If the list or conference you want to add does not exist, click New to create it or select one to base it on and click Duplicate. See Creating a task or study list or Creating or editing a conference.
    4. To change the order of an item, select it and click Move up or Move down. Blue up triangle Blue down triangle
  6. Repeat as required from step 5.a.
  7. Click Save & close. Save & close button

Note:

The order in which task lists appear in the To do summary list (left pane) determines the order of the tasks in the main To do area (right pane). By default, the main To do area shows the tasks of the first task list, then the tasks of the second, and so forth.

Required permissions: Can configure activities overviews and conferences, Can configure activities overviews and lists, or Can configure activities overviews only. (For more on permissions, see Security roles: Concepts.)