Adding a Subscription Task panel

Configure a Subscription Task panel on the Home tab or a custom tab to organize your subscription tasks by due date, relative to a "due soon" timeframe.

About this task

You define how many weeks constitute the due soon timeframe. You can use the timeframe to establish a sense of urgency that is personalized for you for this type of task. A task can fall into one of three categories:
  • Overdue (the task's due date is before the due soon timeframe)
  • Due soon (the task's due date is within the due soon timeframe)
  • Due later (the task's due date is after the due soon timeframe)

The Complete task with bulk workflow actions window displays on a Subscription Task panel if the feature is configured and you have workflow items that belong to you as a subscriber. It appears automatically and requires no configuration in the panel definition. For more information, see Completing bulk workflow actions in a Grid View.

Procedure

  1. On the Home tab, or any custom tab, click Configure tabs and panels.
  2. Select Panels.
  3. Click New Panel.
  4. Select Subscribed Tasks in Panel Type.
  5. Enter a Label. The label displays as a title for the panel.
  6. In 'Due Soon' definition (in weeks) enter the number of weeks that define the due soon timeframe.
  7. Leave the default colors as they are or choose other colors in Chart Colors.
  8. Click Done.
  9. Click the tab to refresh it and verify that the panel displays correctly. You can drag the panels to reorganize them on the tab.