Search for a Task

Search for any Task that has been assigned to you.

Overview

Do basic or advanced searches for Tasks. To do basic or advanced searches for Tasks, view one of the following Tasks pages:

• To Do Tasks page. See View Tasks You Need to Do.

• Completed page. See View Completed Tasks.

• Self Service page. See Self-Assign Tasks to Yourself from a Queue.

Basic Search for a Task

Follow these steps to do a basic search for a Task:

1. View one of the Tasks pages described in the Overview of this topic.

2. Ensure that the basic search settings are displaying on the Tasks page you are viewing.
3. Use Request data to search for Tasks based on the following criteria:

   • Search using one or more of the following Request statuses:

     • In progress: Include Tasks that are in progress or not started as part of your search criteria. Tasks that are in progress are included by default when searching for Tasks on the To Do page.

     • Completed: Include Tasks that are completed as part of your search criteria. Tasks that are completed are included by default when searching for Tasks on the Completed page.

     • Self service: Include Tasks that you can assign to yourself, but have not yet been assigned. Self service Tasks are included by default when searching for Tasks on the Self Service page.

View a Request Summary Associated with a Task

To view a Request summary, do one of the following:

• From the Request column, click the Request to view its summary.

Super-Charge Search: Save Searches and Share Them With Others

See Save and Share Request- and Task-Related Searches.

No Search Results?

If there are no search results, the following message displays: No Data Available.

Advanced Search for a Task

Use the ProcessMaker Query Language (PMQL) to compose an advanced search for Tasks.

Follow these guidelines to do an advanced search for a Task using PMQL:

1. View one of the Tasks pages described in the Overview of this topic.

2. Ensure that the advanced search setting is displaying on the Tasks page you are viewing.
3. In the PMQL setting, enter your PMQL parameters that compose your advanced search. See Task Data Type PMQL Properties.

   Note that PMQL searches for self-service Tasks that have not been self-assigned by a user do not use the _user.ID Magic Variable because self-service Tasks do not have a Task assignee. Therefore, the _user.ID Magic Variable is not available when doing advanced searches for self-service Tasks.

View a Request Summary Associated with a Task

To view a Request summary, do one of the following:

• From the Request column, click the Request to view its summary.

Super-Charge Search: Save Searches and Share Them With Others

See Save and Share Request- and Task-Related Searches.

No Search Results?

If there are no search results, the following message displays: No Data Available.

Related Topics

What is a Task?View Tasks You Need to DoView Completed TasksSelf-Assign Tasks to Yourself from a QueueSaved Searches PackageTask CommentsView a Task Summary