Opening a Task List

Open a task list to view its details and take actions.

To open a task list from Smart View:

  1. Connect to your data provider.
  2. Open a form or ad hoc grid.

    You must have a form or ad hoc grid open on the sheet before you begin working with task lists.

  3. From the Smart View Home panel, click the Actions menu and then click Task List, Task Lists button.

    This opens the Task List panel:


    Task List panel

    In the Task List panel, use the Show/Hide toggle button to display or hide the Task Details pane.

    Available commands for tasks appear in the Action Panel, just below the task list tree view pane and above the Task Details pane.

  4. From the Task List panel, select a task list, and then click Open Task List on the Action Panel.

  5. Continue with Viewing the Task List.