There are various ways to search in lists.
This article contains the following sections:
- Selecting a View
- Searching in Lists using Filters
- Search in Tasks List using the Search Field
Selecting a View
At the top of the Tasks list is a drop-down which shows the Views that can be selected for that list. The options available for a view is specific to what displays in the list. There a default view which appears at the top of the View selector with a divider below it to indicate this is the default view.
Depending on how this has been set for your own practice, the view you select in a particular list will be the default for the rest of the session and also when you logout and login again. This means that when a view has been selected, when you display another list and then return to that list, or logout and login again, the same view will be initially selected in the drop-down. Refer to Sticky Views.
You can also create custom Views. Refer to Saving Changes to a View in Using the Tasks Lists with New Lists and Saving Changes to the View Layout, Modifying and Deleting Views.
Searching in Lists using Filters
- You can use the Filters to perform searches such as for the Tasks Subject. Refer to Using Search in the Filters in Sorting and Filtering Tasks List with New Lists.
- To search on a column, such as Subject, you can filter the column. For a text column, this allows you to search on a match that "Contains" your search text. Refer to Filtering on Text in Sorting and Filtering Tasks List with New Lists.
Note: If a view has been saved with search criteria from the legacy lists, the search criteria is added as a filter for the Name column and set as "Contains".
Search in Tasks List using the Search Field
You can use the Search Tasks field at the top of the Tasks lists to search for Tasks.
- Enter the search criteria in the Search Tasks field.
- Press the Enter key.
In the Tasks list, the search will find text in the Task Subject.
Adding search criteria in the Search field, also automatically adds this as the "Contains" filter for the Subject column.
Adding a filter for the Subject column also automatically adds this as the search criteria in the Search field. When applying a Filter to the Subject column in the Tasks lists, the Filter is always added with the qualifier of "Contains".
The search text is not case-sensitive.
If you type part of a word, this can be anywhere in the text. For example, searching for the text "work" will find Tasks with "workpaper" in the name and Jobs with "rework" in the name.
• You can search for multiple words. For example, you can search for "rental property".
When searching for multiple words they must be complete words, for example, if you search for "tax return" this will find occurrences of "tax return letter", "outstanding tax return", "financial statements & tax return".
Search will find instances that are plurals. For example, searching for "account" will also find "accounts"
Search will not find singulars. For example, searching for "reports" will not find "report".
Clearing the Search Text
To clear the search, click the X next to the search criteria, or delete the search criteria and press the Enter key.