Insert Default Phases

Use the Tasks submodule to insert default phases.

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

To insert default phases:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job containing the schedule for which you want to insert default phases.
  3. In the left pane of the Jobs page, click Tasks.
  4. In the drop-down menu of the Settings tab toolbar, select the schedule for which you want to create default phases.
  5. Click the Phases tab.
  6. On the Phases tab toolbar, click Insert Default Phases .
  7. In the dialog box, click the phases that you want to insert.
    WorkBook displays the phases in the grid.
  8. Click Close.
    Alternatively, click Close .