Searching and Filtering Tasks

Using Search

Searching lets you look for a particular task by entering the value of a known field. When you enter a value in the search box, the system searches the Tasks log and displays all the records that match the criteria.

To search:

1. Tap Tasks .
2. Swipe down to view the search box.
3. Enter a value in the search box.

Using Filters

Filtering lets you search in logs and picker screens.

To filter your tasks:

1. Tap Tasks .
2. Tap Filter to open the Filter screen.
3. Tap Apply Filter selector.
4. Enter or select a value for one or all the following fields:
   • From (User)
   • Type
   • Sent For
   • Record Number
   • Record Title
   • Show Late Records Only
5. When finished, tap Done.

   Notes:

   • To reset all filter parameters, tap Clear All and then tap Done.
   • To retain your last filter selection, tap the Apply Filter selector to turn it off.