View Prospect/Client Contact Tasks

Depending on your role in WorkBook, you can view prospect/client contact tasks and join task conversations.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To view prospect/client contact tasks:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click Resource-related Items .
3. On the top toolbar of the contact card, click the View Tasks This Resource is On tab.
4. To view open and closed tasks, select Both.
5. To view task conversations that you started where the selected contact is also a participant, select User is Author.
6. Select a task to display its task card.
   To display the task card on a new tab on your browser, click Open Task Card in New Tab on the top toolbar of the task card.