Open Resource Card of Project Managers or Account Managers of Overdue Tasks

Use My Overdue Tasks in the Follow-Up submodule in the Tasks module to open the resource card of the Project Managers or Aaccount Managers of overdue tasks.

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

To open the resource card of the Project Manager or Account Manager of an overdue task:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > My Overdue Tasks.
  3. Highlight the overdue task of the Project Manager or Account Manager whose resource card you want to open.
  4. Double-click on the corresponding Task Responsible fields.
    WorkBook opens the Project Manager's or Account Manager's resource card.
  5. Click Close .