Searching Tasks

  • Go to Task >> Task Listing
  • In the Search Tasks region, enter any of the following
    • Keyword (Name/Description contains this keyword)
    • Completion status: Yes/no, the default option is No
    • Priority
    • Requester (the contact who created the task)
    • Assignee (who is assigned the task)
    • Contact (Who the task is for)
  • Click Search button

Note: Values displayed for assignees, requesters and contacts are calculated from real task data, which means you can only select the contacts who are already selected in tasks

Task Priorities