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Search and Filter for Scheduled Tasks

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Objective

To search and filter for scheduled tasks.

Things to Consider

  • Required User Permission: 'Read-only' or higher to the project's Schedule tool. 
  • The Search bar is hidden when viewing the schedule using the Gantt Chart view.
  • Tasks are read-only calendar events that are defined in an integrated project schedule. (e.g. MS Project, Primavera P6, etc.)
  • ToDos are calendar items that are added to the schedule using Procore. 

Steps

Search for Scheduled Tasks

  1. Navigate to the project's Schedule tool. 
  2. Type a keyword or phrase in the Search for a Task box in the right pane.
    Note: If you want to search beyond the calendar view you are currently looking at, select the "Search beyond the calendar" checkbox. The following fields are searched for the specified keyword terms:
    • task name
    • resource name
    • activity id

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  3. Click Search. You will see a list of any scheduled tasks that meet your search requirements.

Filter for Scheduled Tasks

  1. Navigate to the project's Schedule tool.
  2. In the Filter By box in the right pane, you have these filter options:
    • Resource: If you had set resources for tasks, you can select a resource to filter by.
    • Person: Select a person to filter by tasks they are listed on.
    • Is Milestone: Mark this checkbox if you would only like to view project milestones.
    • Summary Tasks: Select summary tasks to filter events by.
    • Display Summary Tasks: Mark this checkbox if you would like the filter results to display summary tasks.
    • Jump To Date: Select a date to see tasks that that happened on that date.
  3. Click Filter.
    Note: To navigate out of the filtered calendar view, click Reset.
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Last modified
12:55, 2 Nov 2016

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