Display a Task Card (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to display a task card.

To use Weekly Schedule, you must have access to Scheduling as defined in User Access Rights under Settings.

To display a task card:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Weekly Schedule.
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 a resource related to the task that you want to view, and click Show Booking Details .
   WorkBook displays the booking details subgrid.
5. In the subgrid, select a task and click Open Task Card on the subgrid toolbar.
   WorkBook displays the task card.
6. Alternatively, double-click a task to display the task card in a floating window.