How do I search TASKS?
- Click TASKS in the left hand menu
- Display search options by pressing the SEARCH button
Keyword search
Searches on Category, text in your task’s summary and content, candidate name employer name, job title, contact name.
Due date
Searches on tasks that start 0.00 after your start date and before 24.00 of your end date, all relative to your PC’s time.
I can’t see my tasks in the tasks list
The default view in TASKS is to show status = Overdue, Due today and reminders for today.
This allows you to see all the critical tasks that need to be actioned today.
If you change Status = All you will see all the tasks, this includes active, completed and deleted tasks.