Searching Cases and Tasks

From the Cases and Tasks dashboards, you can search, view, add, edit, and delete cases and tasks, respectively.

To search cases and tasks:

1. From the modules bar, click Cases or Tasks, depending on your need.
   The dashboard associated with your selection is displayed. By default, the list reflects active cases or tasks that are assigned to you, the logged-in user.

2. To see only inactive records, in More search, set the filter to Archived.  

3. To see both active and inactive records, in More search, set the filter to All. The filter chiclets reflect your settings. To save your search settings, click (Save This Search).

4. To search for a specific case or task, in Quick Search, type the number or ID and press Enter.
   This action returns the record if it is Active or Inactive.

5. To further filter the search, click More.

    

   Task Manager More Search fields include:

   Standard Filters	Advanced Filters
   Workspace	Created By
   Task#	Created Date
   Assigned To	Due Date
   Owner	Start Date
   Status	Completed By
   Stage	Complete Date
   Priority	Escalated Items Only
   Category	Associated Dataform Type
   Type	Department/Recurring Templates
   	Subscriber

    

   Cases More Search fields include:

   Standard Filters	Advanced Filters
   Workspace	Priority
   Case Number	Employee
   Resolution Date	Workspace Type
   Create Date	Case Notes
   Assigned To	Due Date/Include Historical
   Category	Subscriber
   Type	PEO ID
   Status
   Reported By

6. To clear the filter chiclets, under the Quick Search box, click X.

To learn more about using search dashboards, see Search dashboards.