Shared guide

How to search for tasks

In this how-to guide, learn the efficient steps to search for and manage tasks in your project dashboard.

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·4 steps·44 views·Published

In this how-to guide, learn the efficient steps to search for and manage tasks in your project dashboard. From utilizing the search feature to quickly filter tasks by keywords to duplicating specific tasks for better organization, this video will streamline your task management process.

Step-by-step Guide4 steps
  1. Click Project A

    Clicking on 'Project A' will take you to the specific project dashboard where you can view its details, tasks, and ongoing collaborations.

    Click Project A
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  2. Click the Search button

    Clicking the Search button will activate the search feature, allowing you to input keywords to find specific tasks or projects within the application.

    Click the Search button
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  3. Type 'duplicate' in Search

    This action will filter your tasks to show all results related to the term 'duplicate', helping you quickly locate the items you need.

    Type 'duplicate' in Search
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  4. Click the Duplicate of End of the Week Meeting option

    This will create a copy of the 'End of the Week Meeting' task within Project A, allowing you to manage similar tasks efficiently.

    Click the Duplicate of End of the Week Meeting option
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