View Tasks That an Employee is On
Depending on your role in WorkBook, you can view the tasks that employees are on in Resources.
Note: You must have permission to add, delete, and modify resources to complete this task.
To view tasks that an employee is on:
- On the main toolbar, click Resources .
- On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
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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.
- On the grid toolbar, click Resource Information / to display the employee card.
- On the side toolbar of the employee card, click Resource-related Items .
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On the top toolbar of the contact card, click the View Tasks This Resource is On tab.
- To view open and closed tasks, select Both.
- To view conversations that you started where the selected contact is also a participant, select User is Author.
- Select a task to display its task card.
- To display the task card on a new tab on your browser, click Open Task Card on New Tab on the top toolbar of the task card.
Parent Topic: Employees