Discover some of the functions that you will regularly interact with in WorkBook in this overview of the <insert module> Tasks module.
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TASKS MODULE
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NAVIGATION
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NUMBER | FUNCTIONALITY |
1 | The view option tabs allow you to toggle between preferred views of your assigned tasks. |
2 | The grid view shows key details about the job/s and task/s assigned to you. Click on the Jobs icon to access the job brief. Use the Modify Grid option to tailor your fields. In this view we have enabled:
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3 | The filter allows you to review overdue, current or all assigned tasks. |
4 | The Task card allows you to review more information about the task. |
5 | The Briefing icon shows the Task brief |
6 | The Chat icon allows you to collaborate and share files with other people assigned on this task. |
7 | The Enter time icon allows you to quickly make a time entry against the selected task. Enter time manually or use the stop/start timer to track time. |
8 | The Complete icon marks you as ‘done’ on this task. |
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