Overview: Searching and filtering tasks helps you quickly locate specific tasks or groups of tasks within our workflow product. This guide will walk you through using the search and filter tools to streamline your workflow and stay organized.
Searching
Using the search bar at the top of the page, type in any part of a client, code, job/deliverable, type, and task name to find the task or tasks you are looking for.
Filtering
The task list can be filtered by the User assigned to the Task. The default is the logged-in User.