Use the Tasks submodule to download task briefings.
To use the Tasks submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To download a task briefing:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar of the Jobs screen, click
Jobs List and highlight the job associated with the task briefing that you want to download.
-
On the side toolbar of the Jobs screen, click
Tasks.
-
On the Tasks screen, click the Tasks tab.
-
In the grid, highlight the task briefing that you want to download and click
Task Settings
on the tab toolbar.
-
On the Task card, click the Briefing
side toolbar and click the Briefing tab.
-
On the tab toolbar, click
Download the Briefing
.
WorkBook saves the file on your machine.