Task Searches

In Tasks view, you can quickly search for a task or user by entering some text in the "find tasks or people" field at the top of the view.

The Searches section in the left menu includes search shortcuts for commonly-used task searches, and lets you perform a custom task search.

My Tasks will open your personal User panel with the Tasks tab open, listing all tasks assigned to you.

Recent Activity opens the Recent Activity panel, which contains a running, real-time dialog of everything going on with tasks that you're following. (You're automatically a follower of tasks you create.) Whenever someone creates or modifies a task you are following, it will appear here.
You can choose to show or hide your own activity in the Recent Activity panel using the Show my activity option.  

Waiting for displays a panel with tasks that you created and assigned to someone else, but haven't been completed yet.

Due Today shows a panel that lists all tasks that have been assigned and are due today.

Perform a custom task search

  1. In the left menu of the Tasks view, click next to the Searches section title.

  2. In the newly-opened Searches panel, enter your search criteria in the Edit tab. You can search for tasks based on task name, assigned to, created by, followed by, project, and target date.

  3. Click Search.  Search results will appear in their own window.

Print or export search results

To print the results or save them in a CSV file:

Version 9.3

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