Send a Task Briefing as an Email

Use the Tasks submodule to send a task briefing as an email.

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

To send a task briefing as an email:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task briefing that you want to send as an email attachment.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight the task briefing that you want to send as an email attachment and click Task Settings on the tab toolbar.
6. On the Task card, click the Briefing side toolbar and click the Briefing tab.
7. On the tab toolbar, click Send as an Email .