Search for a Record (from the Tasks with Missing Activity Submodule)

Use the Missing Activity Submodule to search for task records with missing activity.

To use the Tasks with Missing Activity submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To search for task records with missing activity:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Task Follow-Up > Tasks with Missing Activity.
  3. On the grid toolbar, use the Search field to enter text related to the file that you want to find
    Workbook displays the results in the grid.