Searching for Tasks

There are various ways to search in lists.

Note: Deleted tasks will not be included in search results.

Selecting a View

At the top of the Tasks list is a drop-down which shows the Views that can be selected for that list.

Where there are more than 10 Views for the list, the View drop-down displays with a scroll bar.

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You can use the Search at the top of the View selector to find a View. Enter one or more characters to find the View(s) that contain what you have entered anywhere in the View name. Click the X in the Search to clear the search text.

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Depending on how this has been set for your own practice, the view you select in a particular list will be the default for the rest of the session and also when you log out and log in again. This means that when a view has been selected, when you display another list and then return to that list, or log out and log in again, the same view will be initially selected in the drop-down. Refer to Sticky Views.

You can also create custom Views. Refer to Saving Changes to a View in Using the Tasks Lists and Saving Changes to the View Layout, Modifying and Deleting Views.

Searching in Lists using Filters

  • You can use the Filters to perform searches such as for the Tasks Subject. Refer to Using Search in the Filters in Sorting and Filtering Tasks Lists.
  • To search on a column, such as Subject, you can filter the column. For a text column, this allows you to search for a match that "Contains" your search text. Refer to Filtering on Text in Sorting and Filtering Tasks Lists.

Search in Tasks List using the Search Field

You can use the Search Tasks field at the top of the Tasks lists to search for Tasks.

  1. Enter the search criteria in the Search Tasks field.
  2. Press the Enter key.

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In the Tasks list, the search will find text in the Task Subject, also referred to as the Task Name.

Adding search criteria in the Search field, also automatically adds this as the "Contains" filter for the Subject column.

Adding a filter for the Subject column also automatically adds this as the search criteria in the Search field. When applying a Filter to the Subject column in the Tasks lists, the Filter is always added with the "Contains" qualifier.

  • The search text is not case-sensitive.

  • If you type part of a word, this can be anywhere in the text. For example, searching for the text "work" will find Tasks with "workpaper" in the name and Jobs with "rework" in the name.
    • You can search for multiple words. For example, you can search for "rental property".

  • When searching for multiple words they must be complete words. For example, if you search for "tax return", you will find occurrences of "tax return letter", "outstanding tax return", and "financial statements & tax return".

  • Search will find instances that are plurals. For example, searching for "account" will also find "accounts"

  • Search will not find singulars. For example, searching for "reports" will not find "report".

Clearing the Search Text

To clear the search, click the X next to the search criteria, or delete the search criteria and press the Enter key.

Search Criteria and/or a Filter on the Subject when Displaying the Tasks Board or List

On a Tasks List, if you have entered search criteria in the Search tasks, or entered a Filter for the Subject, this is carried over to the Tasks Board if you display the Board.

On the Tasks Board, entering search criteria in the Search tasks and then displaying the List carries over the search and adds it to the Filter for Subject in the List.

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