You will see notification that budget tasks have been assigned to you for action.
On your home screen
Any tasks assigned to you appear on your Phocas home screen, as shown below, next to the relevant budget. Select the budget to open the workbook and view the tasks.
In the budget workbook
You view of tasks in the workbook depends on your permisisons. Typically, you will only see tasks assigned to you. However, if you are the budget owner or administrator you can toggle between your own tasks and ‘All’ tasks relating to that workbook.
Expand to see the tasks in more detail.
Clicking a task description takes you straight to that line in the budget. In this example the user has been assigned cleaning costs for the UK.
The cleaning costs line in the budget, below, with the user assigned - in this example it's ‘Andy’.
