Open Resource Card of Project Managers or Account Managers of Overdue Tasks

Use the My Overdue Tasks submodule to open the resource card of the project managers or account managers of overdue tasks.

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

To open the resource card of the project manager or account manager of an overdue task:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > My Overdue Tasks.
  3. Highlight the overdue task of the project manager or account manager whose resource card you want to open.
  4. Double-click on the corresponding Task responsible fields.
    WorkBook opens the project manager's or account manager's resource card.
  5. Click Close .