WorkBook

View Tasks Assigned to an Employee

Depending on your role in WorkBook, you can display the tasks assigned to an employee using different views in the employee card in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To tasks per employee:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the employee whose tasks you want to view by completing any of the following actions:
    • In the Search in Grid field, enter the name of the employee, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
  4. On the grid toolbar, click Resource Information / to display the employee card.
  5. On the side toolbar of the employee card, click Tasks .
  6. Use the tabs on the top toolbar of the employee card to change the view.
    OptionDescription
    Grid View
    List View
    Kanban View
  7. Click on the top toolbar of the employee card to perform the following:
    • View Schedule on a Subpage: displays the schedule and booked resources in the bottom grid where you can add, delete, or duplicate schedules, tasks, phases, and resources. This option is available only in grid view. You can also view the schedule by clicking Open Job Card for the selected task in the top grid, or by opening the job card.
    • View Job Briefing on a Subpage: displays the job briefing in the bottom grid where you can upload, edit, download, approve, or reject briefings, and cancel briefing approvals. This option is available only in grid view. You can also view the briefing by clicking Open Job Card for the selected task in the top grid, or by opening the job card.
    • View Job Documents on a Subpage: displays the documents associated with the task in the bottom grid where you can upload, create, edit, rename, download, duplicate and delete files. This option is available only in grid view. You can also view job documents by clicking Open Job Card for the selected task in the top grid, or by opening the job card.
    • Open Job Card: displays the job card for the task. You can also open the job card in Jobs. This option is available only in grid view.