Search for a Task

Search for any Task that has been assigned to you.

Overview

Search for Tasks using ProcessMaker Query Language (PMQL). To do basic or advanced searches for Tasks, view one of the following Tasks pages:

• To Do Tasks page. See View Tasks You Need to Do.

• Completed page. See View Completed Tasks.

• Self Service page. See Self-Assign Tasks to Yourself from a Queue.

Search for a Task

Use the PMQL to compose a search for Tasks.

Follow these guidelines to do an advanced search for a Task using PMQL:

1. View one of the Tasks pages described in the Overview of this topic.

2. Ensure that the advanced search setting is displaying on the Tasks page you are viewing.

   

   If not, then click the Advanced Search button.
3. In the PMQL setting, enter your PMQL parameters that compose your advanced search. See Task Data Type PMQL Properties.

   Note that PMQL searches for self-service Tasks that have not been self-assigned by a user do not use the _user.ID Magic Variable because self-service Tasks do not have a Task assignee. Therefore, the _user.ID Magic Variable is not available when doing advanced searches for self-service Tasks.

4. Click the Search buttonto search for Tasks based on your entered criteria. If there is no search criteria in the PMQL setting when the Search button is clicked, the following message displays: Search query is empty. Please add search attributes or PMQL before saving.
5. Optionally, save and share the Task search by clicking the Save Search button. See Save and Share Request- and Task-Related Searches.

View a Request Summary Associated with a Task

To view a Request summary, do one of the following:

• From the Case # or Case Title column, click the link for the assigned Task.

• Hover over the row, click the menu, and then select the Open Request option for the Request associated with the Task.

Super-Charge Search: Save Searches and Share Them With Others

See Save and Share Request- and Task-Related Searches.

No Search Results?

If there are no search results, the following message displays: No Data Available.