Advanced task search options

You can search for tasks using one or more of the following search fields:

  • Assigned To - finds tasks assigned to the specified person.

  • Task Name -  finds tasks with a particular task name.

  • History- searches task histories for a world or text string.

- Dates -

  • Start - searches tasks by start date

  • End or Due - searches tasks on their end/ due date.

  • Days Left - searches for tasks according to their number of days left  until the task end/due date.

- Task Status -

  • Status - finds the tasks based on their status (Not Started, Completed, In Progress, Aborted, Passive).

  • Is Overdue - identifies tasks that are (or are not) overdue.

  • Is Skipped - searches for tasks with the Skipped status.

 

- Workflow -

  • Manager - finds tasks managed by the specified particular person (e.g., tasks belonging to a workflow for which the specified person in the Workflow Manager).

  • Entity - searches for tasks in (or not) the specified entity.

  • Workflow  Type- searches for workflows of the specified type (i.e, Title Registration, Protocol Development or Review Development).

  • Workflow Status - searches for tasks based on based on the workflow status.

  • Workflow Role- searches for tasks according to a particular workflow role assigned to people.

- Relative to Selection -

  • Selected Tasks  - restrict search to previously selected tasks.

  • Tasks for Selected Workflows - searches for tasks in workflows in the selection set.

 

Search fields and their corresponding options:

Search criteria

Condition

 Search term

Status

Entity

Workflow

Task Name

Workflow Role

Is

Is not

Choose your search term from a pull down list

Days Left

 

Equals

Not equals

Greater than or equals

Less than

Less than or equals

Input a number

Assigned To

Manager

Is

Is not

Search for and select a person you want using the button

  • Searching on the search field Manager identifies all tasks in relation to which the specified person has a manager role. Searching on Assigned To field  identifies all tasks to which the specified person has been assigned to.   

History

 

Contains

Enter a free-text search term

 

Is Overdue

Is Skipped

Yes

No

-

Start

End or Due

Before

After

On

Not before

Not after

Input the date of your search using the  button

  • Tip: The difference between Before and Not after, and between After and Not before, is whether the date itself is included. For example, searching on records created After 1 January 2000 will only find records from 2 January onwards.