Find Task

Follow these steps to find an existing Task:

1. On the Tasks menu, click Find Tasks. This opens the Find Tasksscreen, which displays a list of the Tasks associated with the practice.

2. If necessary, use the fields located in the search bar near the top of the screen to customize your search parameters, as follows:

Search: Enter one or more keywords to search the Tasks by the subject of comments field.
Assigned To: Select the person or persons to which the Task is assigned.
Record: Select the type of record to which the Task is associated.
Type: Select the type of task.
Due Date: Select the date range within which the Task is due.

3. Once you have specified your search parameters, click the Find Now button to execute the search. Or, click the Clear button to clear your search parameters and restore the default search parameters.