Task Assigned With Details

Located on the Tasks and Notes category tab in Search Builder, this Condition lets you find people that have a Task assigned to them.

Use Case

To find those with a Task assigned to them that has yet to be completed, select Equal for the Comparison, and enter part of the Task Details in the Text Value field. Be sure to also select Pending. The result will be every person with a Task that matches what is in the Text Value field that is assigned to him/her and is also incomplete.

Note

You do not want to select Not Equal, because that will find everyone who does not have an incomplete Task assigned to them, not just those with an incomplete Task that is not named whatever you typed as the Value.



Latest Update 10/27/2021

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