Advanced Tasks search

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 -   find 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.

Advanced tasks search for History fields.

• Contains condition is useful if you are unsure how to spell a search term.

Advanced tasks search on the date fields Start or 'End or Due'.

• 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.

Advanced Tasks search on Overdue and Is Skipped fields. The Overdue search works when the task is active and an end date before today.

Advanced Tasks search on Status, Entity, Workflow and Task Name fields.

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.   

Searching on the search field Days Left.