Portal Task Table View Update

FORM OpX

September, 2022

Get ready for even more form context and flexibility in the task table view after the Portal cards update.

How it works

Simply hover over a task, and you’ll trigger a condensed menu with two new options:

Edit Form (when a form is “In Progress”)
View Task Details

Once selected, you can quickly view additional task information and/or make changes to forms that haven’t already been launched.