Use the Job settings option under the Monthly WIP adjustments follow-up submodule to subscribe to tasks in job conversations and show in your inbox.
To use the Monthly WIP Adjustments Follow-up submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To subscribe to a task in a job conversation and show it in your inbox:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the task that you want to subscribe to and show in your inbox.
-
In the left pane of the Finance & Administration screen, click
.
-
Highlight the job of the conversation with the task that you want to subscribe to and show in your inbox and on the grid toolbar, click
Job settings
.
-
Click the Chat
tab and on the toolbar of the left pane, select
Task from the category drop-down list.
-
Highlight the conversation with the task that you want to subscribe to and show in your inbox.
-
In the right pane, click
Open the context menu for task card
and select
Subscribe & show in inbox.
Workbook displays your initials on the
Task conversation toolbar and the conversation is also shown in your inbox.