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

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

You can search for tasks based on the date the task was created, assigned, completed, modified, reviewed, started, or made obsolete. To search for tasks by date, complete the following steps.

  1. In the Views pane, select the task view you want to use as a basis for your search.
  2. In the right pane, complete one of the following actions:
    Action Steps
    Complete a quick search that uses a single search condition
    1. On the Quick Search tab, in the Property list, click Assignment date, Start date, Completion date, or Obsolete date.
    2. In the operator list, select an operator, such as is equal to or is greater than to use in the comparison.
    3. In the value box, select or type a date.
    4. Click Go.
    Complete an advanced search that uses two or more search conditions
    1. On the Search tab, click Add.
    2. In the Add Condition dialog box, in the Constrain by list, click Date.
    3. In the Type list, select the type of search to perform.
    4. If creating a LearnMode search, in the Plan list, select an application plan.
    5. In the Field list, select the date field to use in the search.
    6. In the Operator list, select an operator to use when comparing the field and the value.
    7. In the Value box, select or type a value for the search.
    8. Click OK.
  3. Optional. Repeat steps to add additional search conditions.
  4. Click the Go button.