Advanced Search
A new feature to find tasks more easily.
Who has access to it:
- Admin, Executive, Strategy, and Project License users
What you can do with it:
- Find tasks across multiple projects, users, and departments
- Search based on the task name, status, owner, due date, and notes
- Can combine search filters to refine results
Filter Use
Use filters individually or combine them for more specific results.
Task Name:
- Contains- finds any tasks with those characters in the title
- Equals- finds the task with the exact characters in the title
Task Status:
- Equals- Finds all tasks with selected status type
- Not Equals- Finds all tasks except those with selected status type
Task Owner:
- Equals- Finds all tasks with selected users as task owner. Can select multiple names
- Not Equals- Finds all tasks except ones owned by the selected name(s)
- *Project License* User must be on the same project team in order to search for tasks by other users.
Task Due Date:
- Equals- Finds all tasks with the selected due date
- Before- Finds all tasks before the selected due date
- After- Finds all tasks past the selected due date
Task Note:
- Contains- Finds all tasks that contain the specified characters in the notes section
- Empty- Finds all tasks that have no added notes
Other Features in Advanced Search
Clear Search:
- Start a fresh search query
Results Count:
Results Pages:
- Multiple pages of results
- Select the amount of results per page
Sort Results:
- Can sort results by any of the table columns
User License Access
User Right’s for Advanced Search:
- Admin– can view all tasks
- Executive– cannot see tasks in private projects if not on team
- Strategy– cannot search for tasks of other users if not on same project team
- Project– cannot search for tasks of other users if not on same project team
- Team– no access
- Idea– no access
- Viewer– no access
