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8.17 Flyout Panel Setup


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Configuring your Flyout Panel has to be done for each user using Tradepoint in your company. This can be done by someone within your company who may be setting up Tradepoint or can be done by our professional Services staff should you be using our Professional Service to implement Tradepoint in your company.

Right clicking on each Flyout Panel that has been enabled for each user will show an image that you are seeing in the screen view below where you can drag and drop different options into your menu.  

Each item you see in the Customization box can be dragged and dropped into the Flyout Panel you see above that is meant for Tasks. Choose which options you would like displayed in your Task bar. If you have open Tasks while you are setting up your Flyout Panel then as you drag the options into your Flyout Panel the most current information will show immediately.

This case shows one Overdue task. the Quick Filter option at the top will open a set of options for you to choose how you want to view Tasks assigned to this profile.

Right clicking the Task will show you the functionality options available directly from the Flyout panel.

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