Video: Getting Started with Work Center
Video: AgilePoint Platform Overview
How to Start
- Click Work Center.
- On the Overview screen, in the My Planned Tasks section, click Add Planned Task.
Fields
Field Name | Definition |
---|
Task Type |
- Function:
- Specifies the type of task to add to your planner.
- Accepted Values:
-
- Task - You can add a task to your planner.
- App - You can add an app to your planner.
- Note To Self - You can add a note about your task to your planner.
- Default Value:
- Task
|
Task |
- Function:
- Specifies the name of the
task to add to your planner.
This field shows a list of tasks assigned to you.
- To Open this Field:
-
- On the Add Task To Planner screen, in the Task Type field, select Task.
- Accepted Values:
- A task name from the list.
- Default Value:
- None
|
App |
- Function:
- Specifies the name of the
app to add to your planner.
This field shows a list of apps in which a task is assigned to you.
- To Open this Field:
-
- On the Add Task To Planner screen, in the Task Type field, select App.
- Accepted Values:
- An AgilePoint NX app from the list.
- Default Value:
- None
|
Note To Self |
- Function:
- Specifies a description of the note to add to your planner.
- To Open this Field:
-
- On the Add Task To Planner screen, in the Task Type field, select Note To Self.
- Accepted Values:
- More than one line of text.
- Default Value:
- None
|
Task Name |
- Function:
- Specifies a display name for your task.
The task name shows on the task list in your planner.
- Accepted Values:
- One line of text that can have spaces.
- Default Value:
- None
|
Date |
- Function:
- Specifies the date to complete the task.
- Accepted Values:
- A date from the date picker.
- Default Value:
- None
|
Time |
- Function:
- Specifies the time to complete the task.
- Accepted Values:
- A time from the time picker.
- Default Value:
- None
|
Save |
- Function:
- Adds a task or app to your planner.
|
Save and New |
- Function:
- Adds a task or app to your planner, and opens the Add Task To Planner screen to add a new task.
|
Cancel |
- Function:
- Cancels the changes to your planner configuration.
|