Finding Things
After you log in to @task, you need to be able to locate the information that you need. You have several options to accomplish this. One of the best options that you have is to customize your interface so that the information you use most appears when you log on to @task.
SeeSetting Default Tabs
Another way to easily access the most commonly used areas of @task is to use the Navigation Menu located at the top of the @task interface. This feature has four drop-down menus that you can use to quickly navigate around @task without having to drill down through the application. Table 2.2 lists and explains these menus.
Navigation Menu
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Menu
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Description
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My...
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This menu takes you to a listing of objects that you control or own. Either you have created them or they are assigned to you. For example, if you select Tasks from this menu, you get a list of tasks that are assigned to you. If you select Saved Searches, you see a list of searches that you have saved.
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Find...
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This menu displays screens that let you search for @task objects. The screens have fields that let you customize and filter your searches based on the attributes of the object you select. For example, when you search for documents, you can search by name, description or another field.
Optionally, you can use a quick search to look through all of the object attributes and get matches from any field. If you type the string 'sha' in the quick search, @task looks through all the object fields and returns a list of all matches.
SeeUsing Standard Searches
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Create...
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If you have appropriate permissions to create a new object, you can click this menu to quickly create new objects. System Administrators can create groups, projects, new user accounts, and other objects. However, in this menu, you cannot create objects that must be associated with another object such as a task, which must be associated with a project.
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Recent...
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This menu lists areas of @task that you have recently visited. If you click on a selection in the menu, @task returns you to that area instantly. This menu is organized by category for quick reference.
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Favorites
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Similar to the Recent menu, the icon to the right of the Recent menu (
) lists all objects that have been marked by the user as a "favorite". An object is marked as "favorite" using the Add to Favorites icon (
) and refreshing the page. The favorite menu is organized by category for quick reference.
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Using Standard Searches
@task has a powerful search feature that lets you quickly find any object. You can search all text, or you can search by field to find the data you need. The Search selection in the Navigation Menu lets you access the searches. For each search you do, you can use standard, advanced, or custom data fields for your search. Fields in the standard, advanced, and custom data fields are combined when you search. When you have finished your search, you can save it and quickly access it the next time you need it without having to set it up again.
After you submit your search, the search results screen has tabs that let you access the search fields so that you can easily modify and resubmit your searches.
Searching for Custom Data
Custom Data search fields are unique. These search fields are set up from categories that you can create and attach to objects. @task enables you to search your custom fields. For example, assume that you have set up a category for projects that has a field to record client names. You use this field to record the name of the client for whom you did the project. If you want to search for all projects associated with a specific client, in a project search you can click the custom data tab, select the category, and search in the client field. Your results include all projects for the specified client.
SeeCreating and Setting Up Categories
Additionally, you can use power searches to create searches for data that is not specified on the search screens.
SeePower Searches
To use searches
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1. From the Navigation Menu, click Find > <object_name>.
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2. Fill in the fields to narrow your search. Fields in separate tabs are combined when you search.
To save your search
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1. In your search results screen, click Save Search in the Contextual Menu.
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2. Name the search and click Submit.
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3. Your Saved Search will be available in the My...Saved Searches area
Using Inline Search Features
@task implements powerful search functions. Many of @task's forms have inline search functions that let you search for users, groups, job roles and other objects from within the forms you are filling out. When you see a field in a form with a Binocular icon (
), you can use an inline search to complete that field if the object that you want to select is not in the menu. Figure 2.5 demonstrates a form with an inline search.
When you use an inline search, you can use a quick search or you can search for specific terms or attributes.
N O T E : When using an inline search, after the results appear in the Search Results pane, you must click on check box icon to select a user name. You cannot click on the object name to select an item.
The following procedure is an example of how to use an inline search. This example searches for templates when creating a new project. Inline searches for other objects have varying fields.
To find a template via an inline search
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1. Type the values to filter the search, then click Search.
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2. Select the object that you want by clicking the Add icon (
)next to it.
If there is only one possible value for the field that you are searching for, then click additional Add icons to add additional values.
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3. Your selections appear in the Current Values pane. Click the Red Minus icon (
)next to the user name to remove a user. When the list contains the correct values, click Submit.
