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..

The Search button will change to Abort whilst searching is in progress, so you can abort the search if it takes too long. Use the Reset button 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 menu Search with filter. A list of your filters will be shown, which you can base your search on. Simply choose the filter you need from the dropdown and then search.

Multiediting tasks

UPDATE: The latest version for multiselecting objects has been implemented, improving on both the functionality and user experience. Before, it was possible to select rows in the table by clicking on any of the available columns in a row, but the issue occurred as soon as one wanted to copy text from a row. So now, checkboxes to the left of each row have been added, allowing for selecting multiple rows one at a time, or all at ones.

UPDATE: Furthermore, it was possible to select rows in any table, but now, it is only achievable on tables with "functionality" e.g. task tabs, which has no functionality other than linking to other objects within Microbizz.

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


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

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