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Saved Searches (Formerly Reports)

Reports are now known as "saved searches."  You can now search using a keyword and Workast Premium (paid) users have access to search using filters - including tags - and ability to save and download searches. 

Performing and saving keyword searches

  • To keyword search, type your keyword(s) in the red search bar at the top of the page.  You must include at least 3 characters in your search. Press enter
  • All open tasks with your keyword in the task title will appear.  Subtasks will also appear if you use the subtask task title - they will not appear if you only use words found in the parent task.
  • You can clear the search field by pressing the X button, or refresh it by pressing the refresh button
  • To save the search, click on the word "Search" and enter your search name, then click on "Save search."  Searches cannot be saved without names.  
  • Saved searches will appear in your left hand Workast taskbar.  You are able to change the search parameters, and re-save the task under the same name
  • The saved searches are "smart" - if another task is created or updated to fall within your search parameter, your saved search will automatically update to include that task.
  • To delete the saved search, click on the X next to it's name on the left-hand taskbar.

Performing and saving advanced searches

  • To perform an advanced search, click on "Search" at the top of the page, then select "advanced search"
  • Select the Task Status filter that you would like to use (default is Open), then use + to add additional search parameters
  • All tasks within your parameters will appear
  • To save the search, click on the word "Search" and enter your search name, then click on "Save search."  Searches cannot be saved without names.  
  • Saved searches will appear in your left hand Workast taskbar.  You are able to change the search parameters, and re-save the task under the same name
  • You are also able to add a keyword to your advanced search

For more detailed information on searches, click here

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