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How does the task search appear?

Nina BENDERAC
Updated

Available for  
Roles: Administrator, Technician, Production, Service Provider 
Plans: Premium, Advanced, Enterprise

Access task search

To access task search:

  1. Open the Tasks menu in the left sidebar.
  2. Use the search bar to enter a keyword.

The image below shows the search bar (1) and the filters (2 to 10) described in this article.

Search tasks by keyword

Use the main search bar (point 1 in the image) to search for a task by:

  • task ID
  • task description
  • description of the task’s activities
  • equipment name

Fuzzy or Exact search mode (if enabled for your network): a toggle located to the right of the search bar lets you choose between two modes:

  • Fuzzy: tolerates typos and spelling variants, useful if you are not sure of the spelling;
  • Exact: only shows results that precisely match the terms entered, useful for finding a task by its ID or a specific reference.

Available filters

Several filters are available to refine your search. The numbers in brackets refer to the image above. The task list updates automatically as soon as you change a filter.

Filter tasks by status

By default, all statuses are selected (point 2). To refine your search, deselect the statuses you do not want to display. The task list will update automatically.

Filter tasks by task type

You can display:

  • only individual tasks (outside a maintenance plan)
  • only tasks generated from a maintenance plan
  • all tasks

Filter tasks by users

You can filter tasks by:

  • assigned people or teams (4)
  • users who participated in activities (5)
  • the task creator (6): this filter is not available for the Service Provider role.

When multiple users are selected, two options are available: 

And: Shows tasks where all selected users are involved. 
Or: Shows tasks where at least one selected user is involved.

Filter tasks by tags

You can display only tasks associated with one or more tags (7).

When multiple tags are selected:

And: The task must contain all selected labels. Or: The task must contain at least one selected label.

You can also exclude labels with the Excluded labels (8) filter: tasks carrying the labels chosen in this filter are removed from the results (for example archive, subcontracting or test labels), without having to select all the labels to keep.

When you exclude several labels, choose how they are combined:

  • And (default option): only tasks carrying all the excluded labels at the same time are removed from the results.
  • Or: tasks carrying at least one of the excluded labels are removed from the results.

Example: if you exclude labels A and B and keep the And option, a task that only carries label A is still displayed. To remove it as well, choose Or.

Filter tasks by equipment or cost center

You can also:

  • select one or more pieces of equipment (9)
  • select one or more cost centers (10)

Only the corresponding tasks will be displayed.

Filter tasks by scheduling period

You can filter tasks based on their scheduled period (11).

Available options:

  • Today
  • Yesterday
  • This week
  • Last week
  • This month
  • Last month
  • Custom period

After selecting the desired period, click OK to confirm.

Important: A task appears in the results if it overlaps with the selected period.

This means it will appear if:

  • its start date is earlier than the end of the selected period
  • its end date is later than the beginning of the selected period

Example: If you search for tasks scheduled between March 1 and March 7, a task starting on February 28 and ending on March 3 will appear because it is active during part of the selected period.

Reading the results

Results are split into two tabs: Network, which shows the tasks of your network, and Community.

On the Network tab, you can sort the results, choose the number of rows displayed per page and move from one page to another with the pagination at the bottom of the list.

In the results list, you can view the following information:

  • Task ID
  • Task description
  • Time spent on activities
  • Scheduled date
  • Associated labels
  • Equipment image
  • Equipment name
  • Cost center
  • Assignees (colleagues and teams)
  • Task status

What can you do with the results?

Once your search is refined, you can act directly on the resulting task list:

Save a task search

If you frequently use the same filters, you can save your search. To find out more, please click here.

Good to know

  • The Creator filter is not available for the Service Provider role.
  • The Excluded labels filter uses the And option by default: to remove every task that carries at least one of the excluded labels, choose Or.
  • A task appears in the results for a period as soon as it overlaps that period, even if it starts before or ends after it.

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