Task area

In the task area, you can see shortcuts to different M-Files Desktop operations. Click the gray vertical tab on the left side of the user interface to show or hide the task area.

Click... To...
Create Create a new object with a quick link. For more information on how to create objects, see Creating Documents and Other Objects.
Go To See a list of predefined links to the most commonly used views.

When you have selected an object in the listing area, you can see also the sections View and Modify and State transition in the task area.

Click... To...
View and Modify Do object-specific operations, for example Check Out and Check In.
State transition Change the state of the selected object. For more information, see Changing the Workflow State in the Task Area.
Note: The Change State command is shown in the task area only if the object has a workflow and you have the permission to change the workflow state.

Customizing the task area

You can customize the shortcuts of the View and Modify and Go To sections.

To... Do this:
Add or hide shortcuts in View and Modify. Right-click an empty space in the task area and select or unselect a shortcut from Commands.
Add an object shortcut to the Go To section. Select the object, open the menu bar with the Alt key, and select Operations > Add Shortcut to Task Area.
Add a view or virtual folder shortcut to the Go To section. Right-click on a view or virtual folder and select Add Shortcut to Task Area.
Rename, remove, or move shortcuts in the Go To section. Right-click a shortcut and select a command.