Remove Resources from Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to remove resources from your assigned tasks.

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

To remove a resource from an assigned task:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click To-Do > Tasks.
  3. Click the Grid View tab.
  4. Highlight the assigned task from which you want to remove a resource.
  5. On the grid toolbar, click Task Conversation .
  6. In the Task Conversation pane, hover over the task name and click Show the Task Resources .
  7. Highlight the resource that you want to remove and click Remove Resource .
    Note: There is no confirmation dialog box for this action. WorkBook deletes the resource immediately.