pp108 : Searching Tasks in the Inbox

Searching Tasks in the Inbox

This topic describes the procedure to search tasks based on specified criteria in a user's inbox.

Inbox can be searched for tasks based on system specific attributes or on task attributes using:

  • Basic Search - To search the Inbox for specific tasks based on the system specific attributes, like name of the process that activated the task, name of the activity, assignee and so on.
  • Advanced Search - To search on the task data such as the attributes or task identifiers specified while creating the delivery model and setting the task identifiers.
  1. On CUSP, double-click My Inbox. My Inbox window appears, displaying the personal tasks, by default.
  2. Click Search tab on the left-side of the Inbox. A search interface is displayed.
  3. Select the folder you want to search, from the Within drop-down list box on the search interface. Users can search for the tasks that are received in the following folders of their Inbox:

    Folder

    Description

    Personal Tasks

    By selecting this folder, the tasks that are either claimed by the user or assigned to the user can be searched upon.

    <work lists>

    By selecting this folder, the tasks that are sent to the work lists the user belongs can be searched upon.

    <roles>

    By selecting this folder, the tasks that are sent to the roles the user belongs can be searched upon.

    <teams>

    By selecting this folder, the tasks that are sent to the teams the user is part of can be searched upon.

    Cases

    By selecting this folder, the activities belonging to a <case model> assigned to the user can be searched upon. 1.Select Cases from Within list. A From Case list box appears below. 2.Select the required <case> from the list. Based on the case selected, the search interface is populated. For more information on the procedure to search cases, refer to Searching Cases in the Inbox.

  4. Do any of the following:
    • To search the Inbox based on the system specific attributes such as status of the case, the due date and the start date, fill the search details in the search criteria section and click Search Now. For more information on the fields of the basic search interface, refer to Basic Search Interface of the Inbox.
    • To search the Inbox based on task identifiers, fill the search details in the search criteria section, click Add to add the search criteria to the criteria list and click Search Now. For more information on the fields of the advanced search interface, refer to Advanced Search Interface of the Inbox.
  5. Click on the top of the Search Criteria pane to save the search for future reference and type a name for the search in the Save Search As dialog box that is displayed.
    The search criteria is saved in the list.

    Note:
    A work list manager can save a search criteria which can be accessed by all the members of the worklist, by selecting Public in the Save Search As dialog box. If the work list manager selects Private in the Save Search As dialog box, the search criteria can only be accessed by the work list manager or the user whoever created it.
    To view your saved searches, do the following:

    • Select the search name from the Select drop-down list box. The specified criteria is displayed in the corresponding fields below. Click Search Now at the bottom to display the tasks matching the specified criteria on the right pane.
    • Alternatively, you can also select the previous searches from the View drop-down list box on the top left corner of the Inbox. Based on the selection, the filter is expanded to narrow your search.
      For example,
      • to view the tasks that were Completed during a certain period, select Completed Tasks from the list. In the subsequent list boxes that appear, select Between and the range of Dates. All the tasks completed during that period are displayed in the Inbox.
      • Inbox does not display tasks unless they are due to be started. However, to view the tasks in the Inbox that have a start date in the future, you can select Calendared Tasks from the View drop-down list.
    The tasks in the Inbox are filtered based on the specified criteria.

Related tasks

Attaching a Memo to a Task
Attaching Files to a Task
Delegating a Task
Forwarding Tasks
Forwarding Notifications
Delegating an Out of Office User's Tasks
Setting Reminders on a Task
Tagging a Task
Modifying the System Attributes of a Task

Related information

Working with Tasks in the Work List
Working with Inbox