There are two ways to search for information in AccuTask.
- Using the always-visible Search bar on the Quick menu.
- Using the Search bar that appears on the top left in some pages within AccuTask.
Using the Quick Menu’s Search Bar
To search for projects, tasks, tickets, events, discussions, companies, and contacts, just enter the search term or part of it in the Search bar on the Quick menu. If there is anything in AccuTask that meets the search criteria, these are then displayed right below the Search bar.
Using the Search Bar on the AccuTask Pages
Some individual pages in AccuTask have Search bars on the top left. Using this Search bar, you can drill down on the information available within the page. More details about this search functionality can be found in the articles covering these pages in our knowledge base.