Search for Resources in the Resource Footer

Use Tasks in the To-Do submodule in the Tasks module to search for resources in the resource footer of your assigned tasks.

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

To search for a resource in the resource footer 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 for which you are looking.
  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, click Open Resource Footer .
  9. On the toolbar of the Resource footer, use the Find Resource field to enter a keyword that is associated with the resource.