Open Company Cards of Active Jobs with Overdue End Date

Use the Active Jobs with Overdue End Date submodule to open the company cards of active jobs with overdue end dates.

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

To open the company card of an active job with an overdue end date:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Active Jobs with Overdue End Date.
  3. Highlight the active job with an overdue end date whose company card you want to open.
  4. Double-click on the corresponding Company field.
    WorkBook opens the company card.