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Searching for Tasks

Nav Menu » Search \ Tasks

Depending on your level of permissions, you may or may not be able to Search for Tasks. Click Search from the Nav Menu on the left-hand side of the screen and select Tasks. This takes you to the Advanced Search Task screen. Here you can customize the search parameters by selecting boxes with the two small triangles (on the right side of the box). Choose from a number of variables depending on what Task(s) you’re searching for. When you are finished customizing your search criteria, click Search. This will show the Task(s) you searched for.

Clicking the Export box will allow you to export all your Tasks, or Tasks you Select to either a .csv (comma separated value) file, or directly to a Microsoft Excel file (.xlsx).

If you’d like to choose the results you want to export that you found from your search, highlight them by clicking anywhere in their row, then click the Export box and choose either Selected or Selected-Excel.

Fields on the Advanced Search Task page

Task # - Click anywhere in the Created by field to bring up a list of options to choose from. Next, in the box to the right of the Task # field, type in a Task #.

Created by - Click anywhere in the Created by field to bring up a list of options to choose from. Next, in the box to the right of the Created by field, type in a User for your search parameter.

Subject - Click anywhere in the Subject field to bring up a list of options to choose from. Next, in the box to the right of the Subject field, type in the Subject of the Task you would like to search for.

Message - Click anywhere in the Message field to bring up a list of options to choose from. Next, in the box to the right of the Message field, type the Message from the Task you would like to search for.

Creation Date - Click anywhere in the Creation Date field to bring up a list of options to choose from. Next, in the calendar box to the right of the Creation Date field, type in a date, or click the calendar icon and choose the Creation Date you’d like.

Status - Click anywhere in the Status field to bring up a list of options to choose from. Next, in the box to the right of the Status field, select the Status of the Task you would like to search for.

Notes - Click anywhere in the Notes field to bring up a list of options to choose from. Next, in the box to the right of the Notes field, type a Note from the Task you would like to search for.

Offices - Click anywhere in the Offices field to bring up a list of options to choose from. Next, in the box to the right of the Offices field, type in an Office for your search parameter (your default office should already be listed).

Assign to Users - Click anywhere in the Assign to Users field to bring up a list of options to choose from. Next, in the box to the right of the Assign to Users field, type Users the Task was assigned to.

Assign to User Groups - Click anywhere in the Assign to User Groups field to bring up a list of options to choose from. Next, in the box to the right of the Assign to User Groups field, type the User Group the Task was assigned to.