Search for Task Emails

Use the Tasks submodule to search for task emails.

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

To search for task emails:

  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 task email 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 email that you want to find and click Task Settings on the tab toolbar.
  6. On the Task card, click the Email side toolbar.
  7. On the toolbar of the left pane, use the Search field to enter text that is associated with the file for which you are looking.
    WorkBook displays the results in the pane.