Action | Perform these steps... |
Create a new saved search | 1. Click  in the search field of a task list.2. Click the Create New Search tab. 3. Select the fields and criteria for the search. Click + to add more criteria for the search. Click - to remove a search criteria. 4. Click Save Search. 5. Provide a name and description for the search criteria. 6. Select whether you want the new search to be available to all users (Public), or to you only (Private). By default, the saved searches are private, and available only to user who created the saved search. 7. Select whether the new search should be available in all task lists or only to the current task type. 8. Click Save. |
Use a saved search | 1. Click in the search field of a task list.2. Click the Saved Searches tab. 3. Select a saved search from the list. Click Show Details to view the search criteria of a saved search. 4. Click Go. |
Modify a saved search | 1. Click in the search field of a task list.2. Click the Saved Searches tab. 3. Select the saved search that you want to modify. Click Show Details to view the search criteria of the saved search. 4. Select the fields and criteria for the search. Click + to add more criteria for the search. Click - to remove a search criteria. 5. Click Update Saved Search. |
Delete a saved search | 1. Click in the search field of a task list.2. Click the Saved Searches tab. 3. Select a saved search that you want to delete. Click Show Details to view the search criteria of the saved search. 4. Click Delete. |
Clear a custom search | Remove “Custom search applied” from the search field. |