You can use quick filters, custom filters, or search in the Task Manager to find tasks to work on or manage. The task panel updates as you select quick filters, add custom filters, and enter search terms.
For example, you might want to find high priority tasks related to the Peter Smith record. To find these tasks, you might use the
quick filter, add a custom filter for priority, and search for Peter Smith.
The following image shows an example of how you might find a task:
To use the
box in the Task Manager, your
application with business entities must be configured to use Elasticsearch. Contact your MDM administrator to enable Elasticsearch and configure searchable fields.