Open Resource Card of Account Managers of Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to open the resource card of the Account Managers of pipeline activities.

To use Pipeline Activity List, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the Account Manager of a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Pipeline Activity List.
3. Highlight the pipeline activity of the Account Manager whose resource card you want to open.
4. Double-click on the corresponding Responsible field.
   WorkBook opens the Account Manager's resource card.