Opening the Add, Edit, Update and View Panes

The Task List and dynamic application Item List views in workspaces use slide-out panes for adding, editing, updating and viewing details of individual items. The way you open a pane depends on what you are doing, and which application you are in.

To open a pane:

Add Pane
Click Add on the Toolbar, or press Insert
Click on the last row in the Task List (Task List only)

Update Pane (Task List)
Right-click a task and click Update Task
Edit Pane
Click the Name field of a dynamic application item or the Name of a task
Right-click on an item/task and click Edit <item>/ Edit Task
Double-click a cell on an item that also includes an empty required field (Item List)
Bulk Edit Pane
Select multiple items and right-click, then click Edit
Select multiple items and click the Selection menu, then click Edit (Item List)
With the Edit pane open, select at least one more additional item/task
If you select a combination of items/tasks for which you have edit permission and for which you do not have edit permission, the Bulk Edit pane still displays, only those items for which you have edit permission will be updated when you save your changes.
If you select items/tasks for which you do not have edit permission, the Bulk Edit pane still displays, with a message saying you do not have edit permission for the selected items.
View Pane (dynamic application Item List only)
With no pane open, click the Name field of a dynamic application item for which you do not have edit permission
With the edit pane open, select an application item for which you do not have edit permission

When a pane is open, certain actions result in specific responses. For details, see About Pane and List Interactions.