General layout:

• Default View - Select either Kanban or Table as the default view of the Task Manager Dashboard
• Default Order - Select the desired work item property that will be used for default sorting, as well as the direction (ascending or descending).
• Keep applied filters in cache - Select how long unsaved filters will be applied to the dashboard. This allows the user to apply and work with filters without overriding existing or saving a new filter.
• Consider Role Hierarchy for All Tasks view - When checked, work items will be displayed in accordance with the Role Hierarchy defined in the Salesforce org.
• Show filter panel on start - When checked, the Filter panel will be displayed by default when loading the Task Manager.
• Proceed tasks asynchronously - When checked, the Proceed actions on a work item will run in a separate thread of execution.
• Auto-load next task - When checked, upon Proceeding a work item, the next work item in the same Kanban column will automatically be displayed.
• How to handle update task events - Select the frequency with which the Dashboard refreshes to display new/updated work items (available starting Work-Relay 4.1 Release).

Advanced:

• "Completed Task" column - When "Active" is checked, completed work items will be displayed on the dashboard in a column named "Completed." Specify the number days within which the work items to be displayed have been completed.
• Visible Work Item Types - Select the work item types to be displayed in the dashboard.

Show completed Task/Issues - When checked, completed work items will be displayed in the table (available starting WorkRelay 4.1 Release).

Default Order - Select the desired work item property that will be used for default sorting, as well as the direction (ascending or descending).

Columns configuration - Select the columns that will be displayed in the table. Column heading labels may be overwritten for the table, if desired.