Can I search for tasks based on the name on the task?

Modified on Thu, Jan 22 at 7:57 AM

Subject

Applies to: Admin/Branch Manager, Agent, All users
Purpose: How to Search for Tasks
Location in Ricochet: Tasks Page

Description

These instructions explain how to search for a task reminder by navigating to the Tasks section, entering text into the task search field, and viewing the results that display tasks whose titles contain the entered search terms.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To search for a task reminder, click Tasks

2. Click in the Type a Task area and enter text that you want to search for.

This will search the Name (Title) of your task.

3. The results will show below for any task Name (Title) that contains the text you typed in the search.