Search the Planning Board

Search the Planning Board to locate tasks and task milestones by name. For example, a superintendent can search for “rough-in inspection” to quickly locate the inspection milestone before reviewing the related work sequence.

Note Search finds tasks and task milestones on the Planning Board only. It doesn’t search tasks in the Parking Lot or the finish milestone.

To search the Planning Board:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Pull Plans.
  3. Select a pull plan and open its Planning Board.
  4. On the top of the Planning Board, use the Search bar to enter all or part of a task or task milestone name. Matching results appear automatically below the search field.
  5. Select a search result to locate the task or task milestone on the Planning Board. The selected item remains visible, and the other Planning Board items are dimmed.
  6. If the Items on the page have changed banner appears, select Refresh results.

Tip

  • To narrow the results, enter more than one word from the task or task milestone name. For example, enter rough inspection to find items whose names include both rough and inspection.