This side view panel shows all the Reminders and Indicators that have been set for you. This space is specific to you, and makes it easy for you to manage your tasks, while also providing a visual cue as to your current performance against productivity and sales to target.

My Workspace Interface

Navigation

Main Menu > Workspace > My Work Space > View

1. Shortcut Menu - This allows you to select the Workspace module, Workflow, Customer File, Supplier File and Staff File, if you have user access to these.
2. Menu - The Menu provides the following additional functionality.
   • New - This allows you to create a new Reminder. Once you've click on New, the Reminder window will appear, where you can enter the Due date, time and a Note. See image below:

• Postpone - This allows you to Postpone the Due Date or Reminder Date.
• Dismiss - This allows you to Dismiss the Reminder.

You can also Postpone and Dismiss a specific Reminder by right-clicking on the desired Reminder.

3. Search - This allows you to search any existing Reminders for anything containing the search text.

4. Data grid - This displays the Reminders that have been created for you. You can double-click or right-click on a specific Reminder and select Edit, this will open the Workflow interface of the Reminder. For more about Workflow, click here.

5. My Indicators - This shows you how they are performing against key indicators. For more about setting-up Indicators, click here.