Current Task Pane

The current task pane is the active task pane that helps the user navigate through a task. After the user clicks a task link in the context pane, Siebel CRM displays it in the current task pane.

The following image shows an example of the current task pane, which has the following key elements:

  1. Current Task pane. A pane that helps the user navigate through a task. In this example, the Assets to Agreement task in the current task pane contains the following steps: Create/Revise Agreement (which is selected and expanded to show the Identify Agreement substep), Cover Assets, and Submit Agreement.

  2. Task view. A type of view that includes task applets or Siebel CRM applets. In this example, the current task view Identify Agreement. For more information, see About the Task View.

  3. Applets. A Siebel CRM applet, task applet, or task playbar applet in a task view. For more information, see Task Applet and Task Playbar Applet.

  4. Task chapter. A list of task steps that Siebel CRM groups under a common chapter name. In this example, Create/Revise Agreement is the task chapter and Identify Agreement is the task step. For more information, see Task Chapter.

If no chapters are defined for a task, then the current task pane displays only the view steps.