Customizing Available Actions & My Actions Pane

In the default view, actions in the Task Builder Available Actions pane are categorized into folders. Alternately they can be viewed alphabetically. You can also create your own custom folders and add a copy of any action to those folders. Created folders or actions can be renamed according to your preference. All Available Actions settings are accessible by right-clicking anywhere inside the Available Actions pane, as shown below. In addition, selecting the My Actions allows you to view your favorite, recent and most popular actions.

 

Expanding or Collapsing Categorized Folders


Each categorized folder in the Available Actions pane can be expanded/collapsed by clicking the arrow icon next to the folder you wish to expand or collapse. All categorized folders can be easily expanded or collapsed as well.

To expand/collapse all folders:

  1. Right-click anywhere inside the Available Actions pane.

  2. Select Expand All to expand all folders, showing all of the actions that reside in each folder.

  3. Select Collapse All to collapse all expanded folders, hiding the actions in their respective folders.

Displaying or Hiding Categorized Folders


Actions in the Available Actions pane can are displayed in their respective folders by default. They can be displayed individually without the folders they normally reside in as well.

To hide/display categorized folders:

  1. Right-click anywhere inside the Available Actions pane.

  2. Select Categories from the right-click menu that appears to remove the corresponding check mark. This removes the categorized folders.

  3. Select Categories again to add the corresponding check mark, re-displaying the categorized folders.

Sorting Folders/Actions in Alphabetical Order


Categorized folders or actions can be sorted in ascending or descending alphabetical order depending on whether categorized folders are currently hidden/displayed.

To sort in alphabetical order:

  1. Right-click anywhere inside the Available Actions pane.

  2. Select Sort A to Z. If folders are currently displayed, they will be sorted alphabetically from A to Z. If folders are currently hidden, then actions will be sorted alphabetically from A to Z.

  3. Select Sort A to Z again to sort alphabetically from Z to A.

Adding & Clearing Favorite, Recent & Popular Actions


You can easily add actions that appear in your My Actions panel's Favorites list. In addition, you can clear your Favorites, Recent and Popular actions list at any time.

To add an action to your Favorites list:

  1. Right-click the desired action from the Available Actions pane.

  2. Select Add to Favorites.

To remove an action from your Favorites list:

  1. Select the My Actions tab to view the My Actions panel.

  2. Right-click the desired action listed in the Favorites list and select Remove from Favorites.

To clear all favorite, recent or popular actions:

  1. Select the My Actions tab to view the My Actions panel.

  2. Right-click anywhere inside the My Actions pane.

  3. Select the following options:

Resetting Defaults


To reset the Available Actions pane to its original display:

  1. Right-click in the Available Actions pane.

  2. Select Reset Available Actions.

NOTE: Most of options that are available in the right-click menu of the Available Action and My Actions panels are also available in the Available Actions tab of the Task Builder Ribbon (as shown above).

See Also

Viewing and Hiding Panes in Task Builder

Finding Actions