Searching for task groups

After creating a task group, we can search for task groups in the Workspace Management tool. We can search for task groups by using quick search or advanced search.

Note: Search terms can contain a wildcard character (asterisk) to increase the scope of the search results. The wildcard indicates that all task groups that contain the partial search term should be returned in search results. Wildcard searching can help more advanced search users find and display large amounts of search results.

For example, submitting a search for task group* returns search results for all task groups that start with the term task group, such as task group A and task group B.

Before beginning

Ensure that we are logged in to the Workspace Management tool as one of the following roles:

• Workspace manager

• Task group approver

Task info

Be aware of the following search limitations:

• Advanced searches with only a status specified do not return any search results. We must use a wildcard search in the name or code field to search for all task groups with a specific status.

• Searches with due dates specified do not search on task group records, since these due dates do not contain a value.

• Search results are read-only for task group managers or approvers.

Procedure

1. Open the Workspace Management tool.

2. To search for task groups by using quick search:

   1. Click the

      

      Search options arrow on the toolbar and select Task Group. This ensures that the search is performed on task groups.

   2. Enter our search term in the toolbar search field and click

      Find.

3. To search for task groups by using advanced search:

   1. Click the

      

      Search options arrow on the toolbar and select Advanced Search. The advanced search page opens.

   2. Click the Task Group tab. This ensures that the search is performed on task groups.

   3. Enter our search term in the following fields:

      Code

      The language independent task group identifier.

      Name

      The name of the task group.

   4. Select from the following search filters:

      Due date

      The due date of the task group, which is filtered as a date range by:

      • Specified From date

      • Specified To date

      Status

      The status of the task group, which is filtered by all statuses, or by:

      • Inactive

      • Working

      • Ready for approval

      • Completed

      • Approved

      • Canceled

4. The task group search results are displayed in a list view and sorted by the following options:

   • Code

   • Name

   • Description

   • Status

   • Due date

   • Recurring

   • Quick publish

   • Commit date

Related tasks
Canceling task groups
Deleting task groups
Reactivating task groups
Viewing task groups
Adding comments to task groups
Viewing task group comments
Viewing task group changes