Search for and Filter Schedule Tasks

_{Also available on}

Objective

To search and filter for scheduled tasks.

Required User Permissions:
- 'Read Only' or higher permissions on the project's Schedules tool.
Additional Information:
- The Search bar is not available when viewing the schedule in the Gantt view.
- Schedule tasks are defined in an integrated project scheduled (e.g. MS Project, Primavera P6, etc.).
- Calendar Items are single events that are added to the schedule using Procore (e.g. scheduled deliveries, utility shutdowns, etc.).

Navigate to the project's Schedule tool.
Click the List or Calendar view.
Note: Search is not available in the Gantt or Lookahead view.
Type a keyword or phrase in the Search bar.
The following fields are searched for the specified keyword terms:
- Task name
- Resource name
Click Search.
Note: You will see a list of any scheduled tasks that meet your search requirements.
To clear your search, click the X in the search bar.

Navigate to the project's Schedule tool.
Click the All, Day, Week, or Month view.
Click the Filter icon:
- 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 Task: Select summary tasks to filter events by.
- Display Summary Tasks: Mark this checkbox if you would like the filter results to display summary tasks.
- Date: Select a date to see tasks that happened on that date.
Click Filter.
To clear your filters, click the X in the filtered field or click 'Clear all filters'.