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.