Create a Task Search Profile

Use this procedure to create and save task search profiles.

You can create and save search profiles that you can reuse, to filter tasks that you want to allocate.

To create a task search profile, complete the following steps:

1. Click Menu > Manage Agency > Staff Scheduler.
2. In the Staff Scheduler sidebar Task Search tab, click .
3. In the Search Filter Profiles pop-up, click Add Profile. A new profile named Your new profile is added.
4. Double-click Your new profile and edit the description.
5. Select the appropriate profile settings.
6. Hover over your new profile, then select the check box to the left of the profile to set the new profile as the default profile (optional).
7. Click Save.