Open Task Cards for Job Conversations in a New Browser

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to open task cards for job conversations in a new browser.

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

To open a task card for a job conversation in a new browser:

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 containing the job conversation of the task card that you want to open in a new browser.
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 card that you want to open in a new browser 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 card that you want to open in a new browser and in the right pane, click Open task card in new tab .