WorkBook

Add a Phase from the Tasks Tab

Use the Tasks submodule to create phases within a schedule from the Tasks tab.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To add a phase from the Tasks tab:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job to which you want to add a phase.
  3. In the left pane of the Jobs page, click Tasks.
  4. On the Tasks page, click the Tasks tab.
  5. On the Tasks tab toolbar, use the Add Phase field to enter a phase name and click ENTER.
    Alternatively, do one of the following:
    • In the grid, right-click a phase and select Add Phase from the shortcut menu. In the Create New Phase dialog box, specify the required information and click OK.
    • Click Context Menu and select Add Phase. In the Create New Phase dialog box, specify the required information and click OK.
    WorkBook displays the phase in the grid.