As with many other modules in Microbizz you can search for the specific objects within the module - in this case task objects.
Depending on your permissions and policies you'll be able to search for the different tasks by using the global search bar. You can for instance search for task names and the company they might be attached to.
Task search
The Task search function can be found in the submenu Task >Search, within the Tasks-module.
As seen below there is one main field called Task where a user can search broadly for tasks. Use the other fields to narrow the search results, some of the fields are described further below..
TheSearchbutton will change to Abort whilst searching is in progress, so you can abort the search if it takes too long. Use theResetbutton to clear all fields.
The available options in the Task type field depends on your setup. The Project+U option searches for matching projects, but also displays all the project subtasks; to be able to use this you will also need to enable the setting where you select the columns to display.
The avanced settings section includes fields for limiting the results to certain task statues, work areas, custom fields etc.
Search with filter
You'll also be able to base your search on the tasks filter in the menuSearch with filter. A list of yourfilters will be shown, which you can base your search on. Simply choose the filter you need from the dropdown and then search.
Multiediting tasks
It's possible to select/multiselect tasks from a search result.
From there you can use the Change button to gain access to a set of options that can be applied to the selected tasks.
The possible options are:
Edit marked tasks
Copy marked tasks
Remove production
Print marked tasks
Download QR codes
Complete form
Geocode
Move to project
Plan route
Add to route
Email PDF
Complete form
Transfer responsibility
Edit marked tasks
Edit fields for the selected tasks. Not all fields can be edited, you select the editable fields in the settings dialog.
Copy marked tasks
Make a copy for the selected tasks. You wil be asked which additional data to copy (files, product use, equipment attachments).
Remove production
Remove any attached production planning for the selected tasks; you will be asked to confirm that you want to do this.
Print marked tasks
Print out all details regarding the selected tasks.
Download QR codes
Downloads QR codes for each task that can afterwards be printed; the output can be either an Excel file containing the URLs for the QR codes, or a PDF in one of two papersizes.
Geocode
Forces a fresh geolocation based on the delivery address used on the task.
Move to project
Move any selected task to a project; you will be asked which project.
Plan route
Plan a route for the selected tasks. For more on the subject of routes, please refer to the Planning module
Add to route
Add the selected tasks to an existing route. For more on the subject of routes, please refer to the Planning module
Email PDF
Any selected task is sent to email as a PDF
Complete form
Let's the user complete the same form for each selected task
Transfer responsibility
This allows to select another user and make that user the responsible for the selected tasks. It will also move all future plannings to the selected user, and move all repetitions to the user.
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