Filter Project Postings According to Date

Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings according to date.

To use Project Posting, you must have access to Tasks as defined in User Access Rights under Settings.

To filter project postings according to date:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Project Posting.
  3. If you have more than one Company in your WorkBook system, use the drop-down list above the grid toolbar to select the Company whose project postings you want to filter according to date.
  4. On the grid toolbar, select the date of the project postings that you want to display.