To open up a list of all Worktrack items, navigate to the
Tools tab on the Ribbon, located at the top of the screen. Click on
Manage Worktrack to get started.
On the left of your screen, there is a
Filter list that allows you to view tasks based on various states of completion and status.
You also have the ability to filter Worktrack items by
Task Type and
Billing Status. You may also choose to
Apply start date limits, to narrow your search to a certain period of time.
Checking the box
Hide tasks for sponsors not assigned to you will show only Worktrack items in the Sponsor that you are assigned to. the box
Hide tasks not currently assigned to you will show only tasks that you are assigned to complete or authorize.
Checking
Show this screen on login will display the Worktrack List whenever you log in to DB Precision. This will only impact you, and not other users.
The
Add button will add a new Worktrack item, whereas the
Delete button will delete the highlighted Task in the current list. The
Excel button will open an Excel spreadsheet of the tasks being displayed.
Double-clicking an item in the list will open the
Worktrack Detail Screen, allowing you to view and edit details of a Worktrack Task.