Searching for Tasks
You can search for a task using multiple criteria.
Below is a description of each parameter:
User: Search for tasks that have this user in its description or notes. The default selection is All. Me is a quick method of selecting the logged-in user.
Task List: Search in task lists (description) that have matching characters.
Task Num: Search by task number (headquarters only).
Description: Search task description and notes for matching characters.
PatNum: Search for tasks associated with a patient number (for tasks that have a Patient type only).
Priority: Search by task priority.
Date Created (From / To): Search for tasks that have a Date/Time Entry between the date range. Click the calendar icon to select the to and from dates. Click Clear to clear all dates.
Date Completed (From / To): Search for tasks that have a Date/Time Finished between the date range. Click the calendar icon to select the to and from dates. Click Clear to clear all dates.
Include Task Notes: When checked, applies filters to task notes when searching.
Include Completed: When checked, includes completed tasks in search.
Limit Results (50): When checked, search results are restricted to 50 tasks. When unchecked, there will be no limit.
Run on Report Server: Only visible for offices using a report server (Report Setup: Report Server). Check to run the task search query on the report server to avoid slowness.