Start a Task Briefing Approval Conversation

Use the Tasks submodule to start a task briefing approval conversation.

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

To start a task briefing approval conversation:

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 approval whose conversation you want to start.
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 whose briefing approval conversation you want to start and click Task Settings on the tab toolbar.
6. On the Task card, click the Briefing side toolbar and click the Briefing Conversation tab.
7. Enter your comment in the Type a comment or drag files here field and click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.