Subscribe to Tasks in Job Conversations and Show in your Inbox

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:

  1. On the main toolbar, click Finance & Administration .
  2. 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.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. 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 .
  5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
  6. Highlight the conversation with the task that you want to subscribe to and show in your inbox.
  7. 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.