Adding Options to the Navigation Pane

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In this exercise, we will add a new section to the navigation pane for a hypothetical business unit called Collections. We will then add records to the new section. This process does not create any new records; it merely creates links to records in the navigation pane.

1. Display the Tasks list and locate the workflow you created in an earlier exercise called Simple Workflow.
2. Right-click the task name and select Assign Label > New.



3. When the window displays, type Collections and click OK. The new label has been added to the navigation pane.



4. Local the other workflow you created called Bigger Workflow.
5. Right-click the name and select Assign Label > Collections.



6. In the navigation pane, click the down arrows next to the Collections entry.



7. Click one of the entries under Collections. The system displays the record.
8. Now we will remove both of the records, along with the new menu option.
   1. Click the X to the left of each of the records. It disappears from the list.

   

   2. Click the name, Collections. The label record appears.

   

   3. Click the Delete button. The label disappears from the navigation pane.