In EMIS Web, customising the Tasks toolbar to display specific task counts can significantly streamline how you manage your workload. By selecting which task counts appear, you can focus on the tasks that are most relevant to your role, improving both efficiency and workflow.
Accessing the Workflow Manager Configuration
To customise the Tasks toolbar, access the Workflow Manager Configuration:
- Click the EMIS Web menu.
- Point to Workflow, then select Workflow Manager.
- Click Config on the ribbon to open the configuration options.
Configuring the Tasks Toolbar
Once in the Workflow Manager Configuration screen, locate the User Options section:
- Click on Tasks toolbar settings.
- In the Available task counts pane, select the task counts you wish to activate by clicking the green arrow to move them to the Selected task counts pane.
- If you wish to remove task counts, click the green arrow next to those in the Selected task counts pane to move them back.
- Adjust the order using the up and down arrows.
- Click OK to apply your settings.
Enjoy a streamlined task management experience. By choosing which task counts are visible, you reduce distraction and focus on tasks that matter most to your role, ultimately saving time and improving efficiency.
