|
|
Mobius User Guide |
Published Date: July 13, 2017
Bookmark this page |
03 Tasks and Notifications |
|
Task Query
Task Queries bring back a list of Tasks based on the criteria entered. A Task Query can be saved, edited and deleted at any time. If a Query is saved, it can be re-run as often as required.
Create a Task Query
Create a Task Query
Anchor Point: Inbox Section
- Select New Task Query from the Tasks section of the Shortcuts Panel.
- Complete the mandatory and required fields.
- Select Run Query to the test the Query or select Save to save the Query.
- The saved query will be listed in the My Task Queries list.
Run a Saved Task Query
Anchor Point: Inbox Section
-
Select My Task Queries from the Tasks section of the Shortcuts Panel.
-
Select Run from the List Action Menu by the applicable Query.
Edit a Task Query
Anchor Point: Inbox Section
-
Select My Task Queries from the Tasks section of the Shortcuts Panel.
-
Select Edit from the List Action Menu by the applicable Query.
-
Edit the Query criteria as desired.
-
Select Save.
Delete a Task Query
Anchor Point: Inbox Section
-
Select My Task Queries from the Tasks section of the Shortcuts Panel.
-
Select Delete from the List Action Menu by the applicable Query.
-
Select Yes on the confirmation modal.
|