Open a Task Card (from the Task Matrix Submodule)

Use the Task Matrix submodule to open a task card.

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

To open a task card:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Task Matrix.
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 task and click Show Task Card on the grid toolbar.
5. Alternatively, take any of these actions:
   • Double-click a task.
   • Hover your mouse over a task and click Open Task Card .
   WorkBook displays the task card in a floating window.