About the Task Pane

The task pane is a user interface element in a task that provides a way to organize tasks. It also allows the user to start a task and to monitor progress through a task.

The action pane is a user interface element that displays the task pane, the iHelp Pane, and the Search Pane. If Siebel CRM displays the task pane, then it displays the tasks button that controls the appearance of the pane. It displays this button in an active state.

If a task is currently running, then the task pane displays the current task pane. Otherwise, it displays the context pane. For more information, see the following topics:

• Context Pane

• Current Task Pane

• Task Group

• Task Chapter

Managing the Task Pane Footprint

The user can manage the footprint that the task pane consumes by closing the task pane as follows:

• By clicking the Tasks button.

• By clicking Close (the x icon) in the corner of the action pane.

Closing the task pane can be useful when screen space is critical. The user can collapse or expand task groups to manage the footprint that the task pane consumes. If the user selects the name of a task in the task pane, then Siebel CRM opens that task instance, displays the first view in the task, and replaces the header task at the start of the task pane with the current task (that you just opened).