Accessing the configuration view

Customize the Unified Task List portlet by accessing the configuration view. The configuration view contains several windows that let you perform tasks such as editing settings, configuring task provider instances and task handlers, or adding and removing filters.

About this task

Accessing the configuration view involves clicking the portlet menu icon from the Unified Task List portlet.

Procedure

  1. Log in to HCL Portal with either as an administrator or a user assigned to the Manager role for the Unified Task List portlet.
  2. Navigate to the Unified Task List portlet.
  3. Hover the cursor over the Unified Task List portlet title bar to access the portlet menu and select Configure.