Searching transition tasks and saving search filters

Administrators, generalists, managers, and employees can search a specific transition task to streamline task management and save search filters.

  1. View any transition tasks from the To Do list.
    See Viewing tasks from the To Do list.
  2. Double-click the transition task.
  3. To search a specific assigned, open, or closed transition task to view, specify one or more transition task details and press Enter.
  4. Optionally, save a search filter for a specific transition task:
    1. Select Saved Searches > Save
    2. Specify the name and description of the search filter.
    3. Select the Default check box to define the default search filter.
    4. Click Submit.
  5. To view the search filter that is saved for a specific transition task, click Saved Searches.