Search for Tasks

Task Manager can be used to find an existing case or a group of cases by identifying a specific task and updating information on the task.

  1. The Login Id automatically populates with the user's login, but can be changed by tapping a different ID from the drop-down list.

TIP: You can also clear the Login Id to search for tasks based on the Date Range.

  1. Select the calendar icon. A panel opens and defaults to today's date, but can be changed.

Image of Task Manager date range calendar

  • Today: This shows any tasks with a target start date of the current date.
  • This week: This shows any tasks with a target start date of the last day of the current week.
  • This Month: This shows any tasks with a target start date of the last day of the current month.
  • This Year: This shows any tasks with a target start date of the last day of the current year.
  • Use the calendar icon next to the Date Start and Date End fields to select a custom time period. This shows any tasks with a target start date within the selected date range.

  1. Tap Apply.

The search results automatically update based on the criteria entered. See Task Manager Fields for an explanation of the Task Manager panel fields.