The Task Area’s Go To section is fully customizable with any available view in the system. SimplerQMS recommends keeping the standard configuration as it is optimized for all our modules, however, more views can be added for easy access on an individual level.
To remove shortcuts from the Task Area:
1. Right click on the shortcut you wish to remove, then click Remove Shortcut
To add a shortcut to the Task Area:
1. Navigate to the view you wish to add
2. Right click on the view, then click Add Shortcut to Task Area
3. The shortcut will be added, but you’ll need to rename it to ensure it fits in with the others.
4. Once the shortcut is renamed, you can move it up, down, to the bottom, or to the top on the list depending on the preferred location.
5. Any view that exists in the system can be added to the Task Area.
If you wish to go back to the system default settings:
1. Right click in the Task Area
2. Click Reset to Defaults
3. When prompted with the popup, choose Reset to Common Defaults. Resetting to System is not recommended, but if you do accidentally click that, you can always go through the step again to get back to Common Defaults.
Please note that this can be done by any user of the system. It is possible to change the common defaults for all users of SimplerQMS in bulk. For this, please reach out to support@simplerqms.com.