Task Search

You can search for a task using multiple criteria.

In the Tasks area, click Search.

Enter the search parameters on the right then click Refresh. Multiple criteria can be entered.

Click New Task to create a new task from the Task Search window.

Double-click a task to open it.

Below is a description of each parameter:

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.