Copy Task IDs in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to copy task IDs in job conversations to the clipboard.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To copy the task ID in a job conversation to the clipboard:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to copy job conversation task IDs.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the task ID that you want to copy to the clipboard and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
6. Highlight the conversation with the task ID that you want to copy to the clipboard and on the toolbar of the right pane, click the Task ID.
   WorkBook prompts you that the Task ID was copied and you can now paste it as needed.