Learn how to use the Search or Filter option to locate specific task(s) that have been created in the portal.
Searching Tasks
Open the Tasks page and begin inputting alphanumeric characters in the Search field. The page dynamically refreshes as the portal receives input. Use this option to search within a task name or asset ID number. If you are looking for tasks assigned to a particular user or with a specific status, use the Filter option instead.
Filtering Tasks
Open the Tasks page and select the Filter dropdown list.
Task filters work much the same as filters across the portal. Make selections for the filter criteria. You may select multiple primary categories (Select Filters column) and multiple options under each category.
At any point click the X next to any item to remove it; choose Close to disregard running the filter and return to Tasks list.
When filters selection is complete choose Apply.
The portal returns to the Tasks list with any tasks meeting the filter criteria.
Edit any listed task or download the list to a CSV file. To remove a single item from the displayed filter (if more than one selected), use the X next to the item next to Selected filters about the table. To remove all filters and return to all tasks, click Clear Filters.
Task filters may not be saved for future use.