Task Search Page Fields and Buttons

Use the fields and buttons on the Task Search page to find, export, and output task information.

Above the Grid

The search fields/filters are cumulative. For example, if you filter for a specific client AND a specific project name, only those jobs that include that client name AND that project name are displayed. If you do not get any results from your search, consider removing one of the filters.

The grid columns described in the following table are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.

Field	Description
	Click to display the Search Filter Profiles Pop-Up to add, reset, or edit a filter profile.
	Click to create a link to this page on your home page for easy access.
Job #…	Use this filter to display jobs with a specific job number. You can use the percentage symbol (%) as a wildcard.
Job Owner…	Use this filter to display only those jobs that include a specific job owner. You can use the percentage symbol (%) as a wildcard.
Client…	Use this filter to display only those jobs that include a specific client name. You can use the percentage symbol (%) as a wildcard.
Project…	Use this filter to display only those jobs that include a specific project. You can use the percentage symbol (%) as a wildcard.
Job Name…	Use this filter to display jobs with a specific job name. You can use the percentage symbol (%) as a wildcard.
Task…	Use this filter to display tasks with a specific name. You can use the percentage symbol (%) as a wildcard.
Task Status	Use this filter to display tasks with a specific status. You can use the percentage symbol (%) as a wildcard.
	Click to clear all filters.
	Click to run the search.

Grid

Field	Description
	Click to display the Column Selector Profiles pop-up, which you can use to customize the grid.
Job #	This column displays the system-generated job number.
Client	This column displays the name of the client. Click the link to display the client company profile.
Project	This column displays the name of the project.
Job Name	This column displays the name of the job.
Job Owner	This column displays the staff member who is responsible for the job.
System Status	This column displays the job system status: Draft — The job is not yet ready to go live. Progress — The job is live. Declined — The customer declined the job. Completed — The job is finished.
Completed Date	This column displays the date on which the task was completed.
Stage	This column displays the stage name.
Task	This column displays the name of the task.
Charge Band	This column displays the charge band rate.
Task Status	This column displays the task status. In the Admin area you can choose your own selection of task statuses.
Happy Rating	This column displays the happy rating for the task, set by the person who is allocated to work on the task in My Calendar.
Estimated Cost	This column displays the estimated task selling value.
Actual Total	This column displays the value of actual time logged against the task.
Allocated Hours	This column displays the hours that have been allocated to a resource (if any).
Start Date	This column displays the task start date.
Task Deadline	This column displays the task deadline.
Allocated	This column displays the resource(s) who have been allocated to the task.

Below the Grid

Field	Description
	Click to save changes that you made in the grid.
	Click to export all open pages of data, or just the data on the current page, to a CSV format file.
	Click to output the data to HTML, CSV, PDF, or TXT format file.