Create Private Tasks

 

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To access menu tasks quickly using the classic Desktop, you can organize them into groups of private task folders that only you can access on your workstation. You can also add external programs (for example, Word, Excel, or SAP Crystal Reports) to any private task folder you create.

For a similar feature using the standard Desktop, see Add Items to the Favorites Content Group.

 

To create private tasks

  1. Right-click the My Task tab area, and select New > Private Folder.

  2. Right-click the New Folder, and then select Rename.

  3. Type a name for the new private task folder.

  4. Right-click the folder, and select New > Task to add a menu task.

  5. In the Browse window, select the menu task to add and click Open.

  6. Right-click the folder, and select New > Program to add an external program.

  7. In the Browse window, locate and select the external program to add and click Open.

  8. Repeat steps 3-6 to add additional menu tasks or external programs.

  9. Access the private task folder from the My Tasks tab or the My Tasks menu.

To create private tasks using the drag and drop method

  1. In the Desktop's Tree View, click the menu task to add to the private task folder and hold down your left mouse button.

  2. Drag the menu task from the Tree View to the private task folder on the My Tasks tab.

  3. When the private task folder is highlighted, release the left mouse button to drop the menu task into the folder.

  4. From your computer desktop, click the shortcut (for example, Word, Excel, or SAP Crystal Reports) to add to the private task folder and hold down your left mouse button.

  5. Drag the desktop shortcut to the private task folder on the My Tasks tab.

  6. When the private task folder is highlighted, release the left mouse button to drop the desktop shortcut into the folder.

Private tasks are created.

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