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

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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Calendar

 

User – You can specify which User Calendar to see every time you open the Calendar.

Period – You can specify which Day, Week, Month period you want to see every time you open the Calendar.

 

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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