Display a Task Card (on the Task Resource Booking Approval Screen)

Use the Task Resource Booking Approval submodule to display a task card.

To use Task Resource Booking Approval, you must have access to Scheduling as defined in User Access Rights under Settings.

To display a task card:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Task Follow-Up > Task Resource Booking Approval.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. In the grid, select a resource and click Show Task Card on the grid toolbar.