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Sub search in Team Task

Summary

The Sub search feature in the Team Task page is used to search within the grid under a specific user’s name when the user’s accordion is expanded. It allows you to quickly locate any task, information, or data within the tasks assigned to that user.

In this article

  •  Before you begin
  • Step 1: Accessing and Using Sub search
  •  Step 2: Searching Tasks Under a User
  •  Frequently Asked Questions (FAQ)

Before you begin

  • The Sub search feature is available for admins and users with appropriate permissions on the TeamTask page.
  • Sub search allows you to search within the grid under a particular user's name in the expanded accordion view.
  • This helps in quickly finding specific tasks or details for a user without having to scroll through the entire list.

Step 1: Accessing and Using Sub search

  1. Navigate to the Team Task page.
  2. Locate the user whose tasks you want to search.
  3. Click to expand the accordion under the user's name, which will display the grid of tasks assigned to them.
  4. At the top of the expanded grid, you will find the Sub search bar.
  5. Click in the Sub search bar and type the keyword or term you want to search for (e.g., task name, status, due date, or assignee).

Step 2: Searching Tasks Under a User

  1. Search Within User’s Tasks:
    • The Sub search feature will filter the grid under that user's name, showing only the tasks that match the search term.
    • You can search for any field within the tasks, including task names, due dates, statuses (e.g., Overdue, Incomplete, Completed), or other details.
  2. Results Highlighted:
    • Matching results will be highlighted, allowing you to quickly identify the tasks that match your search criteria.
    • If no results are found, the grid will remain unchanged, and you may need to refine your search term.

Frequently Asked Questions (FAQ)

1. What can I search for using the Sub search?

You can search for any task-related information within the grid under the user’s name, such as task names, status, due dates, assignees, and other task details.

2 . Does Sub search only work for active users?

Yes, Sub search works within the grid of tasks under each user, whether they are active or inactive, as long as the user is visible in the grid.

 

3. Can I search across multiple users’ tasks at once?

No, Sub search works within the grid of a specific user. You must first expand the accordion for a user to search within their tasks.

 

4.What happens if no results are found in Sub search?

 If no matching results are found, the grid will remain the same, and you may need to adjust your search term or check if the specific task data is visible in the grid.

 

5.Can I perform a Sub search on completed, incomplete, or overdue tasks?

Yes, you can search for tasks with any status (e.g., Overdue, Incomplete, Completed) within the user’s task grid.
 

This article explains how the Sub search feature works on the Team Task page, helping you efficiently search tasks assigned to individual users. Let me know if you need further clarification or additional details!