Update Task Progress for an Employee

Depending on your role in WorkBook, you can update task progress for employees in Resources. You can also update task progress in the job card in Jobs.

Note: You must have permission to add, delete, and modify resources to complete this task.

To update task progress for an employee:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee whose task progress you want to update by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Tasks .
6. Click the Grid View tab .
7. Click on the top toolbar of the employee card, then click View Schedule on a Subpage.
8. In the top grid, select a job.
9. In the middle grid, select the task for which you want to update progress.
   Make sure to select the task assigned to the selected employee.
10. In the bottom grid, use the User Progress column for the selected employee to update the task progress.
    Alternatively, you can click Progress Status on the top toolbar of the top grid to update the task progress.