How do I search for tasks?

The following 0 min 36 sec clip shows you how to search for help desk tasks:

From the Search Criteria part of the Manage | Tasks or Monitor | Tasks screen:

1. Select your search criteria using the different filters as necessary:
   • Task Entity - Select Site task, an Employee task, or Both to search for
   • Task Type - Select a task type using
   • Site - Search for a specific Site using
   • Employee - Search for a specific Employee using
   • Branch - Search for a specific Branch using
   • Customer - Search for a specific Customer using
   • Start Date - Select the search start date (Date From) in the DD/MM/YYYY format or select a date from the drop-down list
   • End Date - Select the search end date (Date To) in the DD/MM/YYYY format or select a date from the drop-down list
   • Status - Select from either Started, In Progress, Completed, Cancelled and Not Approved. This value is Task Type sensitive and it will change based on the Task Type selected
2. Select Search. The results will be displayed in the Task List