Use the Timeline Calendar submodule to display task cards.
To use the Timeline Calendar submodule, you must have access to
Scheduling as defined in the User Access Rights submodule under
Settings.
-
On the main toolbar, click
Scheduling
.
-
On the side toolbar of the Scheduling screen, click
.
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Apply filters to resource data.
-
On the grid toolbar, click
Filter
.
-
In the Filter dialog box, select the filters that you want to use and click
Apply.
When selected or cleared, the filters are applied automatically.
-
In the grid, select a task and click
Open Task Card
on the grid toolbar.
WorkBook displays the task card.
-
Alternatively, double-click a task to display the task card in a floating window.