Objective
You are working on your tasks in the task panel on the right side, but the window is too small. You want to make the task window bigger so you can see more.
Applies To
- Executing tasks in Outreach
- Global task sidebar/panel
- Complete tasks workflow
Procedure
Keep in mind that we are limited in the real-estate and sizing of the task workflow panel. Due to how users may have multiple monitors, some small (laptop screen) and some larger (external connected monitor), the way our system and task panel displays on each monitor size and resolution can be different.
The below steps are more of a "workaround" to get a larger task panel window, rather than a native option/feature.
- Hover over your initials/name in the bottom left, and click on Personal settings.
- Click on Outreach Everywhere settings under the Outreach Everywhere section.
- Toggle on and enable Open Outreach Everywhere in a separate window and Enable Universal Task Flow.
- Click Save at the bottom.
- Refresh your Outreach page and restart your task workflow.
You will now notice that the task panel opens up in a new separate window, rather than being embedded in the Outreach page on the right side. Now you can click and drag the left side of that new window and expand the task a bit more.
Please note that you can only expand it so much before it hits a threshold where it will begin to show the rest of the Outreach platform (this is expected).