Depending on your role in WorkBook, you can view prospect/client contact tasks and join task conversations.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To view prospect/client contact tasks:
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Display the contact card. See
Display the Contact Card.
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On the side toolbar of the contact card, click
Resource-related Items
.
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On the top toolbar of the contact card, click the View Tasks This Resource is On tab.
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To view open and closed tasks, select
Both.
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To view task conversations that you started where the selected contact is also a participant, select
User is Author.
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Select a task to display its task card.
To display the task card on a new tab on your browser, click
Open Task Card in New Tab
on the top toolbar of the task card.