Search for Activities in the task list
Use filters to search for activities in the task list.
-
On the menu, select
Tasks.
The Task list shows your activities.
-
On the top right of the page, click
Show Filter.
The Filter section appears.
-
To search for a required activity, use the following options:
-
Search using activity details:
-
If known, enter the activity name in the Activity Name box.
-
In the State box, enter the state of the job.
-
On the Priority list, select the priority level assigned to the activity.
-
To search for activities assigned to both you and the group to which you belong, select the Combined check box.
Note The Combined check box is selected by default, if this check box is cleared, only activities assigned to you are returned in the search. -
Select the Due Date check box and enter the relevant details; all activities pertaining to that date and time are returned.
-
-
Search using the advanced Metadata search criteria by selecting the required values:
-
On the Work Type list, select the work type to search.
-
You can also add extra filter criteria using the fields that have been defined for the work type.
Note When you select the field, an input control appears to match the type of the field, such as Bool, Currency or Date. Select the operator, enter value and click Add. Repeat this step for other selected fields. The filter operator applies to all the added fields. -
Click Search. The activities are returned as search results in the Task List.
Note The work type associated with the case process is inherited by the case fragment process, that is, when you perform a metadata search based on the work type using metadata, both the case and case fragment are displayed under search results.
-
-