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Select Tasks Overview  (ID: 142)   Question  

Selecting tasks within TaskMeister is one of its most powerful features.

The design philosophy is that if we give you ways to look at the tasks you want, and allow you to arrange the tasks in ways that make sense to you, then you can make intelligent decisions about allocating your time, delegating correctly, and keeping your project on schedule and within budget.

Proper use of TaskMeister may soon result in hundreds if not thousands of tasks in your account's database, at least the many done tasks stored for historical reasons. You need to understand the selection conditions on this page to dig through such a potentially large database.

Most selection conditions are based on picklists. This allows you to view tasks related to certain company departments or projects, to the task status (proposed, authorized, etc.), to the task priority (high or low), or to custom task types you define. Picklists also allow you to see which tasks are assigned to certain people (your own to-do list) or assigned by certain people (your boss or an important customer).

Beyond picklists, you can select tasks based on their due dates (ETA), for example, the ones due next week. Or by the dates tasks were assigned, for example, the new tasks assigned this week.

You can also type free form text, for example, "password bug" if that is all you can recall about a task, and TaskMeister will show you all the tasks that contain "password bug" in their task name, description or notes.

You can also save a selection condition, and then reuse it over and over, for example, to check your to-do list every Monday.

If you know the unique task ID, you can simply type that and jump right to that one task.

Finally, clicking on the Reselect button will submit the selection page to the search engine which will in turn display a list of task based on your selections. If the list displays no tasks, go back and widen the search criteria. Selecting ANY in a pick list that currently has a value in it is a quick way to widen any search.

The search results task list is the same as what the "Task List" button displays from the main menu bar. See the help files there about what your search results look like and what to do with it. Note that if you don't change your selection conditions, you can redisplay your search results from any TaskMeister page by just clicking the "Task List" button.

Each of these options have more help detailing them. Just click on their names on the Select Tasks page.



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