Creating a Search

Because a Search is created in a Search Group, you must create a Search Group before you can create a Search.

 

To create a Search, follow these steps:

  1. Click on the "Tasks" tab located at the top of the Project Drive user interface.

  2. Click on the "Manage Search Groups and Searches" button located in the toolbar below the “Search Groups” small tab. This will open the "Manage Searches" window.

  3. In the "Manage Searches" window, click on the "Add Search" button. This will open the New Search Wizard.

  4. In the first step of the wizard, select the Search Group in which to place the new Search.

  5. Press the "Next" button.

  6. In the second step of the wizard, select a Project on which to base the new Search.

  7. Press the "Next" button.

  8. In the third step of the wizard, enter the Search's name and the search criteria to limit the Tasks displayed by this Search. If no search criteria are specified, the Search will display all the Tasks in the Project.

  9. Press the "Next" button.

  10. Press the "Finish" button to exit the wizard, or press the "Add another Search to the Search Group" button to create another Search.

 

For more information see: