Display Task Cards From Resources

Depending on your role in WorkBook, you can display task cards from the employee card in Resources. You can also display task cards in Jobs and Tasks.

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

To display a task card from Resources:

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 assigned to the task whose card 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. Click the Grid View tab .
7. Click on the top toolbar of the employee card, then click View Schedule on a Subpage.
8. In the top grid, select a job.
9. In the middle grid, select a task.
10. On the top toolbar of the top grid, click Task Card .