Opening the Tasks

Folders and tasks open from the navigation bar.

1. Select a task by clicking the task name.

   [v24.09 and later:]

   

   The task selection opens in the main view.

2. Open the input sheet or report by clicking Open.

   [v24.09 and later:]

   

   [v24.12 and later:]

   Validation messages on selections view

   You may receive validation messages before or after opening a task or a template.

   If a selection field is missing a value or the value is invalid, the field is highlighted in red, and a validation message appears under the field.

   If a more complicated error or multiple errors prevent a task or template from opening, an error message box appears on top of the selections, displaying the error(s).

   If an error occurs while a task or a template is open, you receive a toast notification about the error in the top right corner of Web Client.

   [v24.12 and latercontent ends]

Opening a folder or task in a new tab

You can open a folder or task in a new browser tab.

1. Move the mouse pointer over a folder or a task in the navigation bar.

2. Right-click on the navigation item and select Open in new tab.

   [v24.09 and later:]

   

3. The selected folder or task opens in a new tab.