Download a Task Briefing

Use the Tasks submodule to download task briefings.

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

To download a task briefing:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task briefing that you want to download.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task briefing that you want to download and click Task Settings on the tab toolbar.
  6. On the Task card, click the Briefing side toolbar and click the Briefing tab.
  7. On the tab toolbar, click Download the Briefing .
    WorkBook saves the file on your machine.