To print a task associated with a job:
- In the Jobs menu, select Jobs.
- On the Job Manager screen, drill down on the job number of the job that contains the task you wish to print.
- On the job information screen, drill down on the Name of the task you wish to print.
- Select Print Task.
- On the Print Job Task screen, select the parts of the task you wish to print.
If you do not select an option on this screen, only the job number and name are printed.
- Print. The contents of the task report are displayed on screen.
You can use the print icon (
) on the PDF toolbar above the displayed task report to send the report directly to your printer, if you wish.
- (optional) Email the task report.
- Select the Email button.
- Fill in the details about who to send it to. For more information about the fields, open the field reference section below.
- field reference
Field Description Email to Email address to send the statement to. If you need to send to multiple recipients, include a comma (,) or semicolon (;) between addresses. Send me a copy You will automatically receive a copy of the statement at your WorkflowMax email login address. Deselect this checkbox if you do not wish to receive a copy. Subject Subject of the email message. Message The text of the message that will be sent with the statement.
- field reference
- Send Email.
- (optional) Save the task report as Excel, CSV or PDF format.
- Do one of the following:
- Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format) (when using the System Default template).
- Select Export to Word (.DOCX format) or Export to PDF (Adobe PDF format) (when using a custom print template).
- View or save the exported file, as required.
- Do one of the following: