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How to Search for Keywords and Numbers

Learn how to use the search filter bar to filter records, tasks, and timesheets by any keyword or number in the description.

 

Steps to Search for Keywords / Numbers - Mobile

  1. From the records, tasks or timesheets page, select the magnifying glass icon / search button.
  2. Type in your keyword or number that would be found in the record or task description / content box.
  3. For example, you can search for a product name, and all records/ tasks that contain that keyword in the description will now be displayed.

 

Steps to Search for Keywords / Numbers - Desktop

  1. From the records, tasks or timesheets page, select the magnifying glass icon / search button.
  2. Type in your keyword or number that would be found in the record or task description.
  3. For example, you can search for an animal ID number, and all records/ tasks that contain that keyword in the description will now be displayed.

 

This search function works the same for the records, tasks and timesheets pages.

 

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