Search for a Task File

Use the Tasks submodule to search for task files.

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

To search for a task file:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task file that you want to find.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task associated with the file that you want to find and click Task Settings on the tab toolbar.
  6. On the Task card, click the Docs side toolbar.
  7. In the left pane, highlight the folder where you want to perform the file search.
  8. On the toolbar of the right pane, use the Search field to enter text related to the file that you want to find.
    WorkBook displays the results in the pane.