Updated record pages
Task, project, tool and asset pages were updated in September 2018. To help you get familiar with the updated interface, here is an overview of what has changed.
Contents
Pages have a cleaner design
They also adapt better to tablets. Future updates will make Broker Site Manager even more easy to use on tablets.
A button replaces Expand links
For example, you open a task’s planned content to an expanded view by clicking the list button.
Actions on a list have been moved to a menu
For example, here is how you open a task’s Gantt chart:
List filters have been moved to a menu
You use filters to choose what record types a list shows. Changes take effect after you have clicked Save.
Link to main task has been moved to subtask details
To go from a subtask’s page to its main task’s page, under Task details, click the arrow next to Main task.
The button that opens the right-hand drawer has been changed
A menu button replaces the old cogwheel button.
You can show or hide any list’s content
To show or hide a list’s content, click the arrow in its top-right corner.
