Task Search in Nano

Use Task Search to search for tasks using a set of criteria.

On the Task Search screen you can:

• Use the Standard Search to find open or closed tasks by task number or text search.
• Use the Advanced Search to find tasks using all task search fields.
• View the results in table layout or Kanban layout.
• Configure the columns by adding or removing columns and changing their order.
• Right-click on a task to perform actions such as Add Note, Action, Review, Email, etc.

Using the Task Search Window

Before you start

To view tasks Workflow Analyst must be selected in the Shared tab of your Workflow Management Security Role.

Access the Task Search window from the My Options menu by hovering over Search, and selecting Task Search.

The window is made up of four sections:

• The Toolbar contains options for switching between layouts and search methods.
• The Toolbar lists the task records that match the selected search criteria and allows actions to be performed using the context sensitive menu.
• Standard Search contains the standard search criteria fields
• Advanced Search contains additional task search criteria fields.

The Toolbar

Functions available from the toolbar on the Task Search window:

	Use to refresh the results
	Changes the table layout to a Kanban layout
	Changes the Kanban layout to a table layout
	Select to open the Column Configuration window to Task Search in Nano displayed in the browse table. Available in table layout only
	Select to display the standard search criteria fields. Closes the Advanced Search. Available only when in Advanced Search mode
	Select to display the advanced search criteria fields. The Advanced Search window expands from the right of the screen. Closes the Standard Search. Available only when in Standard Search mode
	Expands the Advanced Search window if it has been minimized. Available only when in Advanced Search mode and the Advanced Search window is minimized
	Use to forward the selected task(s) to an analyst or group. Opens the Forward window. Available after selecting one more items in the table layout, for analysts with Task Bulk Forward enabled in their Workflow Management Role.
	Use to close the selected task(s). Opens the Close window. Available after selecting one more items in the table layout, for analysts with Task Bulk Close enabled in their Workflow Management Role.

The Browse Table

The browse table contains the tasks matching your search criteria, which can be displayed in one of two formats:

• Table layout displays task records in rows with columns displaying details for each record. The table can be ordered by any visible column. To change the columns displayed in the browse table, select from the toolbar and Configure the Columns.
• Kanban layout displays task records as cards with a subset of it's details visible on the card. The records are organized into columns representing the task Status. To change the status of a record, drag it to a different status column.

Statuses that are displayed in Kanban layout have the Parent setting enabled in System Admin.

View the details of a task by double-clicking anywhere in the row. The task details window opens in a new tab.

Perform actions on one or more tasks by selecting the task(s) in the browse table and right-clicking to open the context-sensitive menu.

• Action opens the task(s) in 'action' mode.
• Review opens the task(s) in 'review' mode.
• Add Note opens the Add Note window. Complete the details to add a note to the task.
• Forward opens the Forward window. Complete the details to forward the task to an analyst or group.
• Close opens the Close window. Complete the details to close the task(s).
• Email opens the Email window. Complete the details to send an email from the task.
• Report saves the task details to PDF. The PDF is saved or opened dependent on the browser settings.
• Diagram opens the Task Dependencies window which displays a graphical representation of the workflow tasks.

Multiple records can be selected using CTRL + mouse click.

Standard Search

When the search window is first opened, the Standard Search options are displayed. If the Standard Search options are not visible, select from the toolbar to make them visible.

Select the options for your search:

Task Number	Use this field if you know the number of the task you're looking for. Enter the number into the field, then leave the field (press Enter or Tab) to trigger the search. An exact number match is performed across open tasks and closed tasks. If a task with that number exists, and if you have the permissions to view, it will appear in the results table. This search option automatically searches closed tasks and open tasks. Other search criteria are disabled when this option is used.
Text Search	Use this field to perform a text search. Enter the word(s) into the field, then leave the field (press Enter or Tab) to trigger the search. Returns tasks in which the Description or History contain all the words specified, not necessarily in the same order. This will not retrieve text that has another form of the word or a synonym.
Tasks	Select to include tasks in the search
Approvals	Select to include approval tasks in the search
Active Tasks	Select to include active tasks in the search.
Completed Tasks	Select to include completed tasks in the search.
Inactive Tasks	Select to include tasks that have not yet been activated in the request workflow.

Advanced Search

When the search window is first opened, the Standard Search options are displayed. To switch to Advanced Search, select from the toolbar to display the Advanced Search window. The Advanced Search window can be minimized by pressing , and expanded by pressing on the toolbar.

After entering your search criteria, run the search using .

Select the options for your search:

Open	Searches open tasks (even if they are the responsibility of other analysts)
Closed	Searches closed tasks
Approvals	Searches approval tasks
Tasks	Searches tasks
Active	Searches active tasks
Inactive	Searches inactive tasks
Authorized	Searches tasks in requests that have been authorized by the Request Manager.
Not Authorized	Searches tasks in requests that are pending authorization
Template	Includes tasks in workflow templates in the search
Partition	This option is only visible if you have access to more than one partition. Use the drop-down list to select from the partitions you can access.
Include Deleted Field Values	Selecting this option enables deleted values for list fields to be selected. If you are searching for a task by Priority and select the Include Deleted Field Values option; the Priority list will be updated to display names of priorities that you created and subsequently deleted. You can then select a deleted value from the list, and conduct your search.
Created Date	Use these fields to specify the date range in which the task was created by typing a date or using
Completed Date	Use these fields to specify the date range in which the task was completed by typing a date or using
Task No	Use this field if you know the number of the task you're looking for.
Task Type	From the list, select the Type of the task you are searching for. Depending on the number of tiers configured for your system, you may see one to five tiers. You can select a type from any level. To search for tasks that match only the selected type, select the Equal option. To search for tasks that match the selected type and the tiers below, select Equal + Below.
Priority	From the list, select the Priority of the tasks for your search.
Task Status	From the list, select the Status of the tasks for your search.
Current Analyst	Key in part or all of the name of the analyst who currently has the task. Matching results are displayed beneath the field. Select one from the list.
Receiving Analyst	Key in part or all of the name of the analyst the task has been forwarded to. Matching results are displayed beneath the field. Select one from the list.
Current Group	Key in part or all of the name of the current group of the task. Matching results are displayed beneath the field. Select one from the list. If a task is forwarded by Group A to Group B, and Group B has not yet taken over the task, the Current Group of the task is Group A. The Current Group changes to Group B after Group B takes over the task.
Assigned Group	Key in part or all of the name of the group responsible for the task. Matching results are displayed beneath the field. Select one from the list. If a task is forwarded by Group A to Group B, the Assigned Group of the task is Group B. (Group A was the Assigned Group on the task before it was forwarded it to Group B, at which point it became Group B.)
Receiving Group	Key in part or all of the name of the group the task has been forwarded to. Matching results are displayed beneath the field. Select one from the list. If a task is forwarded by Group A to Group B, and Group B has not yet actioned the task, the Receiving Group of the task is Group B. After Group B takes over the task, there is no Receiving Group on the task.