The Tasks view in finPOWER Connect Cloud now has a “My List” tab which allows users to create their own custom list.

For example, users can add shortcuts to commonly used items from any of the other tabs or add their own new, completely custom, items.

The online demo lets you check out the latest build of finPOWER Connect Cloud.

NOTE: This is regularly updated to show new features and may not match screenshots shown in this article.

Overview

As of version 3.03.00 of finPOWER Connect Cloud, a new “My List” tab has been added to the Tasks view:

Right-clicking items on existing tabs allows them to be added to “My List”:

Editing Items

Clicking the “Customise ‘My List'” button:

Shows the “Customise ‘My List'” form:

NOTE: The checkbox at the top of this form allows users to hide the “My List” tab if they do not wish to use it.

This allows existing items to be deleted, rearranged and edited.

E.g., you might want to change the caption or parameters of an existing item:

Adding Items

New Smart List, HTML Widget and Heading items can be added to “My List”.

The maximum number of items that can be added and which HTML Widgets and Smart Lists can be used are all configured within finPOWER Connect Desktop.

Configuring the Tasks View

Whether the “My List” tab is shown for users, how many custom items can be added and any restrictions to what Smart Lists or HTML Widgets users can add to the list are configured from the finPOWER Connect Cloud Configuration form, Tasks group, Options page from within finPOWER Connect Desktop:

WARNING: The list of HTML Widgets available will grow over time and most of these, e.g., the “Account Close wizard” make absolutely no sense (and will not work) in the Tasks view.

Therefore, you will always want to specify a range of HTML Widgets that users can select.

Shortcuts

Right-clicking items in “My List” shows a series of shortcuts to allow quick customisation of the list: