Search Tasks Using Task Manager

Use Task Manager to update information on tasks found on the Workflow panel. This search panel can be used to find an existing case or a group of cases by identifying a specific task.

1. The Login ID automatically populates with the users login, but can be changed by deleting the login and clicking the Lookup icon.

• Select the login ID of the employee you wish to add.
• Click Submit.

2. Use the calendar icon or double-click in the field to enter the From and To dates you want to search for tasks.

3. Select the Task Type, such as an inspection, from the drop-down list.
4. Select if the task is or is not Available or Complete.

NOTE: You can also click Compact View to condense the Search Panel.

5. Click Search.

Results matching your search criteria display below the search form.

6. Click a task to view details for the task, such as the case type/number, case sub type, and task name.

From here you can update the task you selected. For more information, see Use Corrections in Task Manager, Use Comments in Task Manager, Use Time Accounting in Task Manager, Open a Case, and Complete a Task.

For an explanation of the Task Manager panel fields, see Task Manager Fields.

 

Last updated 4/9/2019.

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