WorkBook

Add a Phase from the Tasks Tab

Use the Tasks submodule to create phases within a schedule from the Tasks tab.

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

To add a phase from the Tasks tab:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job to which you want to add a phase.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. On the Tasks tab toolbar, use the Add Phase field to enter a phase name and click ENTER.
    Alternatively, do one of the following:
    • In the grid, right-click a phase and select Add Phase from the shortcut menu. In the Create New Phase dialog box, specify the required information and click OK.
    • Click Context Menu and select Add Phase. In the Create New Phase dialog box, specify the required information and click OK.
    WorkBook displays the phase in the grid.