Display a Task Card (from the Calendar Submodule)

Use the Calendar submodule to display task cards.

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

To display a task card:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, click Schedule Overview > Calendar.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When selected or cleared, the filters are applied automatically.
4. In the grid, select a task and click Open Task Card on the grid toolbar.
   WorkBook displays the task card.
5. Alternatively, double-click a task to display the task card in a floating window.