Task Menu Create/Edit


I have been trying to figure this out off and on for a couple days, but how do I create new tasks menus and/or edit the ones I have.  You can see in the picture, it shows Task Menu view for Jose, which Jose isn't an employee anymore.  I would like to just get rid of it and create new ones for each area of our business but cant for the life of my find out where they were even created to begin with.  Can anyone shoot me in the right direction?  All I can find is just how to create custom tasks...nothing about the actual task menus.


  • 0

    If you haven't figured it out yet, try in Help Add Task Group/Insert Task Group/Task Group Properties.  And under Tools/Organize Menu there is a Delete Task option.

  • 0 in reply to lizf

    I can't help but wonder if you want to create a brand new task, and then put that task on the menu.  If that is the case, then you would use SM | Tools | Task Editor to create the task.

    Then to add this new task to the business desktop do what your trying to do.  You would do this if you created an application/BIE that you want to run from the Business Desktop.  Your newly added task then should be accessible. 

    The Task List application is a little weak in being able to find things, and that is currently being looked at as a possible enhancement for the next 2024 release of Sage 500 ERP (there are some technical issues that are in the way of doing this that may prevent enhancing it).

    To be honest, I assume you use the Add Sage 500 ERP Task to add custom stuff, but am not 100% sure as I have never added a non-Sage task.  Perhaps someone who adds their own custom apps/BIE can verify this.