Quick Universal Search
You can perform a quick universal search for a task from the top header bar.
From the top left in the header bar, next to the ZenCase logo, you will see 3 items: a magnifying glass, a down arrow, and a search bar.
Next to magnifying glass icon, click the down arrow icon to reveal search filter options:
Clients
Contacts
Matters
Tasks
Select "Tasks" to filter your search.
Note: If you do not select anything, then you will see contacts, matters, and tasks with the search term you entered. Filtering down your search will help to narrow down your results.
In the search bar, enter the task number or task name .
You should see results pop up after you type.
Clients are shown with a handshake icon
Non-Client contacts are shown with an id card icon
Matters are shown with a briefcase icon
Tasks are shown with a checklist icon
Tasks List Search
You can also view all tasks, search, and/or filter tasks from the tasks list page.
Go to the Tasks list page by clicking on "Tasks" link in left navigation bar.
In the search bar, you can enter the task number or name to search tasks
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the tasks list by:
Assigned To
Matter
Matter Type
Status
Matter Role Member
Matter Role Type
Deadline
Task Type
Click the "More Filters" button to filter by more filter options.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Tasks List Page
If you have any questions, please let us know!