Search for tasks by due date - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents
Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

To search for a task based on its due date using a quick selection or using multiple conditions, complete the following steps.

You can also search for a item or container based on the next task that is due for it.
  1. In the Views pane, select the task view to use as a basis for your search.
  2. In the right pane, do one of the following actions:
    Situation Steps
    Quick search for a due date
    1. Click the Quick Search tab.
    2. In the property list, select Due Date.
    3. In the operator list, select an operator, such as is equal to or is greater than, to use in the comparison.
    4. In the value box, select or type a value.
    Quick search for the days until due
    1. Click the Quick Search tab.
    2. In the property list, select Days until due.
    3. In the operator list, select an operator, such as is equal to or is greater than, to use in the comparison.
    4. In the value box, select or type a value.
    Search for tasks by due date
    1. On the Search tab, click Add.
    2. In the Add Condition dialog box, in the Constrain by list, select Date.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select Due Date.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. If you are performing a LearnMode search, in the Plan list, select an application plan.
    7. In the Value box, select or type a date for the search.
    8. Click OK.
    Search for tasks due in a certain number of days
    1. On the Search tab, click Add.
    2. In the Add Condition dialog box, in the Constrain by list, select Task Property.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select Days Until Due.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. If you are performing a LearnMode search, in the Plan list, select an application plan.
    7. In the Value box, type a number for the search.
    8. Click OK.
    Search for tasks with a due date
    1. On the Search tab, click Add.
    2. In the Add Condition dialog box, in the Constrain by list, select Task Property.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select Has Due Date.
    5. In the Operator list, select is equal to.
    6. If you are performing a LearnMode search, in the Plan list, select an application plan.
    7. In the Value box, select Yes.
    8. Click OK.
    Search for tasks without a due date
    1. On the Search tab, click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, select Task Property.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select Has Due Date.
    5. In the Operator list, select is equal to.
    6. If you are performing a LearnMode search, in the Plan list, select an application plan.
    7. In the Value box, select No.
    8. Click OK.
    Note: If you selected Prompted in the Type list, the Message box appears instead. Enter instructions indicating what value to enter.
  3. Optional. To add another search condition, repeat the advanced search steps.
  4. Click the Go button.