Open a Task Card (from the Employee Task Summary Subgrid)

Use the Employee Task Summary submodule to open a task card.

To use Employee Task Summary, you must have access to Scheduling as defined in User Access Rights under Settings.

To open a task card:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Employee Task Summary.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
4. In the grid, select any cell that contains the total number of tasks for a given period.
   WorkBook displays the Employee Task Summary subgrid.
5. In the subgrid, select a task and click Show Task Card on the subgrid toolbar.
6. Alternatively, take any of these actions:
   • Double-click a task.
   • Hover your mouse over a task and click Open Task Card .
   WorkBook displays the task card in a floating window.