Search for Task-Related Records

Use the Tasks submodule to search for task-related records.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To search for task-related records:

1. On the main toolbar, click Jobs .
2. In the left pane of the Jobs page, click Jobs List and highlight the job associated with the records that you want to find.
3. In the left pane of the Jobs page, click Tasks.
4. On the Tasks page, click the Tasks tab.
5. In the grid, highlight the task associated with the records that you want to find and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Document Approvals side toolbar.
7. On the tab toolbar, use the Search field to enter text that is associated with the file for which you are looking.