--- title: "Workflow & Task Search" slug: "workflow-task-search" updated: 2026-07-31T18:47:01Z published: 2026-08-11T11:47:31Z canonical: "help.idibilling.com/workflow-task-search" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflow & Task Search To find the status of a Task or Workflow, perform a search. From the Workflow menu choose **SEARCH** > **Workflow** or **SEARCH** > **Task**. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80491.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) - **Task**: Opens the Task Search page. **(More)** 1. Enter search criteria as needed. **More** | Task Name | Name of the Task you want to find. This is a text field with implied wild cards at the beginning and end of the text. | | --- | --- | | Step Name | Name of the Step you want to find. This is a text field with implied wild cards at the beginning and end of the text. | | Workflow Name | Name of the Workflow you want to find. This is a text field with implied wild cards at the beginning and end of the text. | | Status | > [!NOTE] > Note > > List of Task statuses: Completed, Excluded, In Error, In Progress, Waiting. You can select multiple statuses by holding down the **Ctrl** key. | | Assigned To | Name of the participant the Task is assigned to. | | View Unassigned | List of unassigned options: Include Unassigned, Exclude Unassigned, Unassigned Only. | | From Start Date | Beginning date in a date range that the Task was started. Click in the field to open a calendar to select a date. | | To Start Date | Ending date in a date range that the Task was started. Click in the field to open a calendar to select a date. | | From Due Date | Beginning date in a date range that the Task is due. Click in the field to open a calendar to select a date. | | To Due Date | Beginning date in a date range that the Task is due. Click in the field to open a calendar to select a date. | | Group | You can select multiple groups by holding down the **Ctrl** key. | | User | You can select multiple users by holding down the **Ctrl** key. | > [!NOTE] > Note > > Status, Group and User fields support multi-select (up to ten items). To select multiple items hold down the C**trl** key. 2. Then click **Search** to display the results. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80414.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) #### Using the Search Results From here: - Clicking on a Task Name takes you to the [Task Details](/v1/docs/working-with-task-details) page. - Clicking on a Workflow name takes you to the [Overview](/v1/docs/using-the-overview-page). - To edit one or more selected tasks, select the task(s) by checking the corresponding left column check boxes, then click **EDIT**. See [Working With Task Details](/v1/docs/working-with-task-details). - **Workflow**: Opens the Workflow Search page. **(More)** Enter the appropriate search criteria and click **Search** to show the results. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85960.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) > [!NOTE] > Note > > Status and Coordinator fields support multi-select (up to ten items). To select multiple items hold down the **Ctrl** key. #### Using the Search Results From the search results: - Clicking on a name takes you to the corresponding [Overview](/v1/docs/using-the-overview-page). - To edit one or more selected Workflows, select the Workflows by checking the corresponding left column check boxes, then click **EDIT**. See [Viewing/Editing Workflow Details](/v1/docs/viewing-editing-workflow-details). - Hover over a row to display the expand ![ExpandButtonDownArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75074(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) (or collapse ![CollapseButtonUpArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75077(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D)) button in the last column. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80417.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) This lets you alternately show/hide the highlights of the Workflow. **More** - Coordinator - Started - Requested due date or time frame - Baseline - > [!NOTE] > Note > > Projected (The projected completion date may be different than the requested date because it is determined by the configuration of the Definition. - Messages noting how many Tasks are in error and overdue. - Percent Complete based number of Tasks completed in the Workflow. - Extended Data button ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80513.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) This displays the Extended Data dialog. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80700.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) - Layout link (See [Layout View](/v1/docs/using-the-layout-page) for more information.) - Clicking **Export** will generate a csv file with all rows across all pages in the search results grid. #### Your Worklist Search Options As an alternative you can use the tailored Worklist searches. From the Workflow menu choose **WORKLIST** > **My Workflows** or **WORKLIST** > **My Tasks**. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80494.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) - My Workflows - In Progress, Overdue, or In Error Workflows where you are the Coordinator. **My Workflows** The My Workflows page displays a list of ***In Progress***, ***Overdue***, or ***In Error*** Workflows assigned where you are the Coordinator. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70056.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) You can manage the number of Workflows listed by selecting one of the following: - **All**: Displays all your ***In Progress,*** ***Overdue*** or ***In Error*** Workflows. - **New**: Displays Workflows containing Tasks assigned to you within the last hour. - **Overdue**: Displays your Workflows which should have already been completed. The list of Workflows includes the following information: | Name | Name of the Workflow. | | --- | --- | | On Schedule | Progress of the Workflow compared to its Baseline. | | Status | Current Status of the Workflow. This includes both the status and the status's related color. The color of each bar indicates the Workflow's status. The Length of each bar indicates the percentage of Tasks completed. | | ![btExpand](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/63487.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) | The expand button displays the highlights of the Workflow including: - Coordinator - Started - Requested - Baseline - Projected > [!NOTE] > Note > > The projected completion date may be different than the requested date because it is determined by the configuration of the Definition.) - Messages noting how many Tasks are in error and overdue. - Percent Complete based number of Tasks completed in the Workflow. - Extended Data button (See Extended Data Dialog within a Workflow for more information.) - Layout link (See Layout View for more information.) | - My Tasks - In Progress or Overdue Tasks assigned to you. **My Tasks** The My Tasks page displays a list of ***In Progress*** or ***Overdue*** Tasks assigned to you. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80618.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A49Z&se=2026-11-14T11%3A47%3A49Z&sr=c&sp=r&sig=x4eaVBX7LNVv6C%2F7FVXOMe9jWYWe2659cvfN7lvRyIg%3D) You can manage the number of Tasks listed by selecting one of the following: - **All**: Displays all your ***In Progress*** or ***Overdue*** Tasks. - **New**: Displays Tasks assigned to you within the last hour. - **Next Week**: Displays your Tasks with due dates more than seven days from today and fewer than 14 days from today. - **Overdue**: Displays your Tasks which should have already been completed. - **Today**: Displays your Tasks due today. - **Tomorrow**: Displays your Tasks due tomorrow. The list of Tasks includes the following information: | Due Date | Original Due Date. If a Task is overdue, a red indicator is displayed before its due date. | | --- | --- | | Status | Current Status of the Task. | | Task Name | Name of the Task. | | Workflow Name | Name of the parent Workflow. | - Expand a Task to display its Task Details. Task Details displays the following information: | Name | Name of the Task. This is a link that displays the Task Details on a separate page. | | --- | --- | | Due Date | Original Due Date. If a Task is overdue, the date and time is red text. | | Status | Current Status of the Task. | | Duration | Current length of time assigned to the Task. | | Assigned To | User assigned to the Task. | | Description | Description of the Task as entered when the workflow was created. | | Notes | Existing notes. | - Click the **Extended Data** button to change the Workflow's Extended Data. See Extended Data Dialog within a Workflow for more information. - Click the **edit** button to change the following Task information: - Duration - Duration type (Days, Hours, Minutes, Seconds) - Status - Assigned To - Notes