Toolbar

Toolbar icons are placed on the right hand side of the toolbar. From left to right, they are:

Reminders

The number of current reminders is indicated by a number on top of the reminder icon. Clicking on the icon displays a summary of any current reminders and a link allowing you to access your reminders.

You can hover over any current reminder to see additional detail about it.

Clicking on the Go to Reminders link takes you to a list of all your current reminders. You can take the following actions:

  • Dismiss All: Dismisses all listed reminders so they no longer appear on the current reminder list.
  • Dismiss: Dismisses all selected reminders so they no longer appear on the current remainder list.
  • Prioritise: Places the selected priority on the selected reminders. Select the priority from the nearby droplist.
  • Snooze: Removes the selected reminder from the list of current reminders for the time indicated by the snooze droplist.

Tasks

The number of current tasks is indicated by a number on top of the task icon. Clicking on the icon displays a summary of any tasks due today or overdue.

You can hover over any listed task to see additional detail about it.

Clicking on the Go to Tasks link takes you to a list of tasks. You can take the following actions:

  • Synchronize: Synchronizes your Adapt tasks with your Outlook tasks. Upon clicking the button, a new window displays allowing you to select the range of dates you want to synchronize. You can either select the From and To date or use the drop-list on theQuick-Sync Options field to select ranges like Today, This month, This year, etc. Upon clicking Start, any items on your Adapt Task Dashboard on the selected dates are sent to Outlook and any items on your Outlook tasks are sent to Adapt.
  • Refresh: Refreshes the list of tasks (in case tasks were added or removed since you first entered the screen).
  • Filter: Clicking this icon allows you to filter the presented list by due date, status, category and/or text in the subject.
  • Sort: You can sort information in any column in ascending or descending order.
  • Settings: Allows you to select the columns to display, records per page, whether notes and/or links are displayed and whether you are viewing your own tasks, another user's tasks or group tasks.

Appointments

The number of current appointments is indicated by a number on top of the appointment icon. Clicking on the icon displays a list of appointments due today..

You can hover over any listed appointment to see additional detail about it.

Clicking on the Go to Calendar link takes you to your My Adapt calendar. For more information, see My Adapt: Calendar.

Mail

This icon’s functionality is planned for a future release of Adapt.

Fast Find

The Fast Find search field allows you to quickly find People, Companies, Jobs and Assignments. For more information, see Fast Find.

User

The User option the name of the currently logged-in user. By clicking the button, you can select to log out from a menu droplist.

Settings

The Settings option allows you to select your Adapt printer, set your password, install AOA (Adapt Outlook Add-in), etc. For more information, see Settings.