You can use the Find feature to limit the records that are listed on your Tasks log. This can be convenient for streamlining your work for tasks, such as quickly approving multiple cost transaction records. Using the Find feature, you can separate those records you can quickly dispatch from those that need to be reviewed in detail. Once you have created the search criteria that filters the list of tasks, you can save that search for future use.
To filter your list of tasks
| 1 | Use the instructions under "Search the log for a task or tasks". |
| 2 | Once you have filtered the list, use the Bulk Actions > With Preview option to quickly open, accept, and complete the task. (See "Open and accept a task".) |
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