Creating a Search Group

To create a Search Group, 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 Group" button. This will open the New Search Group Wizard.

  4. In the first step of the wizard, enter the name of the new Search Group. You can also select a parent Search Group, your new Search Group will appear inside the parent Search Group in the Search Groups tree on the left hand side of the Tasks tab. If you select "Top" the Search Group will not appear as a child of another Search Group.

  5. Press the "Next" button.

  6. In the second step of the wizard, select a Project to create a new Search in your new Search Group. The Search will list the Tasks from the selected Project when you view your new Search Group.

  7. Press the "Next" button.

  8. In the third step of the wizard, enter the Search's name and enter search criteria if you want this Search to list only the Tasks that meet the search criteria rather than all the Tasks in the Project.

  9. Press the "Next" button.

  10. In the forth step of the wizard, you can select to run the newly created Search Group and press the "Finish" button, or you can add another Search to the Search Group by pressing the "Add another Search to the Search Group" button. This will take you back to the second step of the wizard.

 

For more information see: