Searching for task groups

After you create a task group, you can search for task groups in the Workspace Management tool. You can search for task groups by using quick search or advanced search.

Note: Search terms can contain a wildcard character (asterisk) to increase the scope of the search results. The wildcard indicates that all task groups that contain the partial search term should be returned in search results. Wildcard searching can help more advanced search users quickly find and display large amounts of search results.

For example, submitting a search for task group* returns search results for all task groups that start with the term task group, such as task group A and task group B.

Before you begin

Ensure that you are logged in to the Workspace Management tool as one of the following roles:

Workspace manager
Task group approver

About this task

Be aware of the following search limitations:

Advanced searches with only a status that is specified do not return any search results. You must use a wildcard search in the name or code field to search for all task groups with a specific status.
Searches with due dates specified do not search on task group records, since these due dates do not contain a value.
Search results are read-only for task group managers or approvers.

Procedure

Open the Workspace Management tool.
To search for task groups by using quick search:
1. Click the Search options arrow on the toolbar and select Task Group. This ensures that the search is performed on task groups.
2. Enter your search term in the toolbar search field and click Find.
To search for task groups by using advanced search:
1. Click the Search options arrow on the toolbar and select Advanced Search. The advanced search page opens.
2. Click the Task Group tab. This ensures that the search is performed on task groups.
3. Enter your search term in the following fields:
  
  Code
  
  The language independent task group identifier.
  
  Name
  
  The name of the task group.
4. Select from the following search filters:
  Due date
  The due date of the task group, which is filtered as a date range by:
  
  Specified From date
  
  Specified To date
  Status
  The status of the task group, which is filtered by all statuses, or by:
  
  Inactive
  
  Working
  
  Ready for approval
  
  Completed
  
  Approved
  
  Canceled
The task group search results are displayed in a list view and sorted by the following options:
- Code
- Name
- Description
- Status
- Due date
- Recurring
- Quick publish
- Commit date