The My Day section contains several options to adjust the Page Content Width, Tasks, and Notes.

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Page

Page Content Width – This option allow you to control the width of the page content for the My Day page.  You can go from 1000 to 1400 pixels wide.

 

Actions Column

Show Appointments – Show the Appointments section when the page loads, which is on by default.

Show Tasks – Show the Tasks section when the page loads, which is on by default.

Show Opportunities – Show the Opportunities section when the page loads, which is on by default.

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Tasks

Hide Completed Task – This option will hide the completed (checked) task after a period of 2 seconds.  You can adjust the duration to either be slower or faster.

Notes

Please see the Notes Options Knowledge Base page for more information.

Add Note

Description Field – When the Add Note button is clicked on, the Description field size can be adjusted to easily allow more information to be seen when typed.

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All Tasks

The All Tasks section (in My Day) has several options that allow the table display to be changed.

Table Layout – You can specify what columns to show by setting the Table Layout to “Custom“.  By default, it will use Infusionsoft Default layout.

Columns – You can specify which Columns to Hide, or which ones to show Full Text.

The Notes column can be shown as a separate column, or underneath the Title.

 

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