WorkBook

Add Links to Comments in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add links to comments in job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a link to a comment in a job conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add a new conversation comment with links.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the conversation that you want to add a comment with a link to and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to add a comment with a link to.
  6. Highlight the conversation that you want to add a comment with a link to.
  7. In the right pane, enter your comment in the Type a comment or drag files here field.
  8. Click Add Links to your Comment > Add Link.
  9. In the Add new link dialog box, enter the link title and the link that you want to add to your comment and click OK.
  10. Click Publish or Private.

    WorkBook displays the new comment at the bottom of the list of comments.