Remove Resources from Job Teams of Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to remove resources from the job teams of 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 the job team of 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 of the job team that has the resource that you want to remove.
  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. Click and select Job Team Settings.
  8. In the Job Team pane, highlight the resource that you want to remove and click Remove Selected Resource(s) .
    Alternatively, highlight or hover over the resource that you want to remove and click Remove Resource from Team .
    Note: There is no confirmation dialog box for this action. WorkBook removes the resource immediately.