MRSweb - Lesson 7.1 - Tasks' Sidebar

Lesson 7

Chapter 1 - Tasks' Sidebar

In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings.  The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb. 

! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

The Tasks' Sidebar provides a calendar, page view options, a Due Date, and more.  
​
Desktop view (below) shows the Sidebar on the left side of your screen.​

Click or tap "Tasks" on the Menu bar to access the Sidebar.

Desktop view - Tasks' Sidebar
Starting at the top:
​
- Hamburger icon to the left of        MRSware CRM
  - click or tap on the icon to               minimize the Sidebar
  - click or tap on the icon to               maximize the Sidebar

- Monthly calendar
  - click or tap on the arrows to           move the month back 
     or forward
  - note the current day is                   highlighted​

​

- Due Date - the date when the task is scheduled to            be completed
  - click or tap on the down arrow next to Due Date 
     to view your options:
       - Due Date - when the task is to be completed
       - Open Date - when the task was started
       - Closed Date - when the task is completed
       - Created On - when the task was entered into                the system
​       - Last Modified - when the task was last edited
       - Today - move to today's date
  - click or tap on your preference
​  - a checkmark will appear next to your selection
​​
 
​    
- Tasks Type - the list of tasks on display
  - All Tasks - all tasks you have access to
  - Open Tasks - tasks that have not been completed
  - Overdue Tasks - tasks that have not been                     completed by their due date
  - Assigned to Me - only the tasks that I am to                 complete
  - Assigned to Others - only the tasks to be                     completed by someone other than yourself
  - Completed Tasks - all tasks that have been                   completed
  
 

 - Data views - the format in which you view your 
   journals
  - Grid - spreadsheet format - column headers with
     rows below; scroll up and down to view next 
     task
  - List - block format - information is contained
     in a single block; scroll up and down to view next
     task
  - Cards - file card format - information is 
     contained in a file card block; scroll left, right, up,
     and down to view next task
  - Charts - displays information in chart form
​  - Calendar - displays tasks in your calendar by               day, week, month, year, or in an agenda format

​ ​​- Tab bar - menu bar buttons
  - Click or tap on any of the icons to take you to (left       to right):
     - Contacts
     - Customers
     - Accounts
     - Projects
     - Apps (more options)
     - Settings

Mobile view (right and below) shows the Sidebar in a drop down menu under Tasks

​Click or tap the Drop down arrow next to Tasks to open and access the Sidebar.

​Mobile View - Tasks Sidebar
Starting at the top:

i - Notice there is no Sidebar calendar in the             mobile view.

​​- Tasks Type - the list of tasks on display
  - All Tasks - all tasks you have access to
  - Open Tasks - tasks that have not been completed
  - Overdue Tasks - tasks that have not been                     completed by their due date
  - Assigned to Me - only the tasks that I am to                 complete
  - Assigned to Others - only the tasks to be                     completed by someone other than yourself
  - Completed Tasks - all tasks that have been                   completed
  

 - Data views - the format in which you view your 
   journals
  - Grid - spreadsheet format - column headers with
     rows below; scroll up and down to view next 
     task
  - List - block format - information is contained
     in a single block; scroll up and down to view next
     task
  - Cards - file card format - information is 
     contained in a file card block; scroll left, right, up,
     and down to view next task
  - Charts - displays information in chart form
​  - Calendar - displays tasks in your calendar by               day, week, month, year, or in an agenda format

​
​ - Fit to Width - this setting changes the width of your     columns; when checked you can view more column     headers

- Multi Selection - allows you to multi-select journals,     for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field         without having to click or tap "edit"

- Refresh - refreshes your screen
​