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Tasks & Reminders - How to search for company level tasks and reminders

Company level reminders whether created manually or via an import that are not completed will by default be displayed in the Company Tasks & Reminders Summary grid.  This grid displays the Task Ty

Updated over 2 weeks ago

Company level reminders whether created manually or via an import that are not completed will by default be displayed in the Company Tasks & Reminders Summary grid.

This grid displays the Task Type, Task Name, Task Description the name of the resource that the task is Assigned To and the Task Due Date fields. To include completed reminders, simply check the Show Completed Reminders checkbox

Above the grid, there is a search function available for Task Type, Task Name, Assigned To, Task Description, and Task Due Date Range.

Company Tasks and Reminders Search

Things to Note

  • No wild card is required to be used for the Task Name and Task Description fields as this is built in to the search.

  • Search can be done on more than one criteria at once.

  • Search will work with the Completed Reminders checkbox.

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