Hello Fellow Project Managers,
Best wishes to all for New Year 2024.
Any tips to find a particular task in a project?
Most of my projects have 40+ Milestones and tasks average 200+ in a given project. Often team members have this challenge to find a particular task in the project.
Any tips to help the team is much appreciated.
RC
Best answer by Casey Wilt
View originalI am not aware of any way to search in GuideCX - and I desperately need it as well! I need to search across tasks, task notes, project notes to find something.
Hi
To find a task in a project, I always use the keyboard shortcut ctrl+F (cmd + F for Mac users) then search for the task in question. That will give highlight the task that matches your search query.
As far as searching across GUIDEcx, we have a global search bar on the left (see screenshot below - A). That will search tasks, projects, and all notes. The search bar on the project page (B) only searches on the project level for projects.
Thank you. Very helpful.
We also used a combination of task tags and functions assigned to tasks to help “remove some trees from the forest” to give a smaller set of tasks to look through when on the project plan versus the global task list.
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