My Actions

How to Access Location   Menu File | Home Page | All Actions

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My Actions

All Actions

Dashboard

The My Actions page view of the Home Page provides a customized list of groups and actions, configured for each user to include the most frequently used actions. You can click a group icon to display the contents of a group, or select any an action by clicking on the desired program icon. A trail of breadcrumbs is shown at the top of the page that shows the groups you selected, allowing you to navigate back to All Actions or a group by hovering over the desired link or by pressing Esc or Backspace. Clicking the My Actions tab while in a subgroup will return you to the highest level group.

Configuration information is stored in the user profile so it travels with the user regardless of which workstation the user logs onto.

Customizing My Actions

To customize My Actions, click the Customize My Actions () icon in the top right corner on the screen. After making changes, click the Finish button.

While in customization mode, the following options are available:

Reorder Actions

Actions and groups can be reordered by clicking and dragging the icon to the desired location. The order of actions and groups will be used in subsequent sessions.

  To reorder an action or group

1. Move the mouse pointer over the action or group.
2. Drag the item to the desired location.
3. Release the pointer.
4. The group will be reordered with the action or group in the new position.

  To move an action into a group

1. Move the mouse pointer over the action or group.
2. Drag the item to the edge of the desired group.
3. Release the pointer while the Move to Group text is shown.
4. The action will be removed from the current group and placed at the last location in the new group.

Moving further onto the group will shift the position of the group, allowing you to reorder the action instead. You can move an action into a higher group by dragging it onto the group name in the breadcrumbs at the top of the Home Page.

  To modify a group

1. Move the mouse pointer over the group.
2. Select the Edit Group Properties () icon.
3. In the Group Customization window, make any necessary changes.
4. Click Finish to complete the changes.

Adding Actions

You can add new actions or a group using the Add Actions and Add Group buttons that follow the last icon in the current group:

		To add action(s) Click the Add Actions button. In the Add Actions wizard, select one or more actions. Click the Add >> button. Click Finish to add the selected action(s) to the current group.
		To add a group Click the Add Group button. In the Add Group wizard, specify a name for the group. Optionally specify a description and select an icon color for the group. Click Next, and optionally select one or more actions to add to the new group. Click Finish to add the new group.

There are two alternative methods to add actions to the My Actions window:

• Hovering the mouse over any action in the All Actions view displays the Add to My Actions () icon in the upper right corner. Clicking the Add to My Actions icon will add the action as a new icon in My Actions. Once added to My Actions, hovering the mouse over the action will display the Added to My Actions () icon.
• Right-clicking on any action in the Quick Launch pane provides an option to Add to My Actions, which will add the action as a new icon to the current group in My Actions. If My Actions is not currently open, the action will be added to the highest level group instead.

Removing Actions

Actions and groups can be removed from the My Actions window in customization mode:

  To remove an action

1. Move the mouse pointer over the group.
2. Select the Remove from My Actions () icon.

  To remove a group

1. Move the mouse pointer over the group.
2. Select the Edit Group Properties () icon.
3. In the Group Customization window, click Delete.
4. A confirmation window will be displayed. Click Yes to delete the group and remove any actions or groups within the group from the My Actions page.

See also:	Knowledge Base Article R11779 - Troubleshooting Home Page, Quick Launch, and Recap of Hours
	Navigating Through the Tabs3 Software Training Video