Use the Tasks submodule to start a task briefing approval conversation.
To use Tasks, you must have access to
Jobs as defined in User Access Rights under
Settings.
To start a task briefing approval conversation:
-
On the main toolbar, click
Jobs
.
-
In the left pane of the Jobs page, click
Jobs List and highlight the job associated with the task briefing approval whose conversation you want to start.
-
In the left pane of the Jobs page, click
Tasks.
-
On the Tasks page, click the
Tasks tab.
-
In the grid, highlight the task whose briefing approval conversation you want to start and click
Task Settings
on the tab toolbar.
-
On the Task card, click the Briefing
side toolbar and click the Briefing Conversation tab.
-
Enter your comment in the
Type a Comment or Drag Files Here field and click
Publish or
Private.
WorkBook displays the new comment at the bottom of the list of comments.