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Mobius User Guide

Published Date: July 13, 2017
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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

Anchor Point: Inbox Section

  1. Select New Task Query from the Tasks section of the Shortcuts Panel.
  2. Complete the mandatory and required fields.
  3. Select Run Query to the test the Query or select Save to save the Query.
  4. The saved query will be listed in the My Task Queries list.

Run a Saved Task Query

Anchor Point:
Inbox Section 

  1. Select My Task Queries from the Tasks section of the Shortcuts Panel.
  2. Select Run from the List Action Menu by the applicable Query.

Edit a Task Query

Anchor Point:
Inbox Section 

  1. Select My Task Queries from the Tasks section of the Shortcuts Panel.
  2. Select Edit from the List Action Menu by the applicable Query.
  3. Edit the Query criteria as desired.
  4. Select Save.

Delete a Task Query

Anchor Point:
Inbox Section

  1. Select My Task Queries from the Tasks section of the Shortcuts Panel.
  2. Select Delete from the List Action Menu by the applicable Query.
  3. Select Yes on the confirmation modal.