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Finding Tasks

IntelliGantt for SharePoint has powerful search tools you can use to quickly find important tasks based on any available column. You can search Text or Numeric (ie. Number, Currency, Percentage, Date and Duration) columns using operators appropriate for the column type. For example, you can search text with 'contains' or search numers with '>'.

You can also pass in the find parameters as a query string to the IntelliGantt url so that important searches can be created ad hoc and shared real time to people.

But let's start with the basics, first. The Find tool is located in the upper-right of IntelliGantt for SharePoint. By default 'All Columns' is selected with 'Contains' as the operator and an empty string for the value. This means every task is shown within IntelliGantt for SharePoint.

'All Columns' uses a text based approach to finding values, so you will see the text based operators available-- Contains, Starts With, Ends with and Matches.

When you type in more than two characters in the Find Value text box, IntelliGantt immediately performs the find action and updates the displayable list of tasks, both in the grid and the gantt. Because this is the 'All Columns' field, every column value for each task is searched to match this value. Numeric fields in this case are treated as strings for the matching.

You can select exactly which column value you'd like to search by. The list of available column names depends on your currently selected task. Each task in IntelliGantt comes from a Task List, and in SharePoint, each Task List can have its own set of columns. Thus, IntelliGantt looks at the current task, determines the corresponding Task List and shows you its options. If a column name exists in one list but not another, IntelliGantt treats this as 'not a match' and thus will not 'find' any tasks in the task list without the column.

Dates are supported as a Numeric type to search by. For example, if you select the 'Due Date' column, you can then use numeric operations like '<' or '>' to find dates in the past or the future, depending on your requirement. Pay special attention to the date format when searching with date columns. IntelliGantt lets you choose the date format via the configuration tool. The date you enter into the 'Find Value' must match the selected format.

Purely numeric fields like 'Cost' work as you'd expect, except as just number values. No need to prepend a Cost with the currency symbol. Note in the picture below that the 'Show in Gantt' selection is 'Cost', but we see a 'More Tasks' for task item 2. This is because 'More Tasks' is a Task List that lacks a Cost column name.

Finally, you can pass any column name, operator and value into IntelliGantt for SharePoint by specifying them on the url as a query string.

activeFindName -- defines the column name to use

activeFindOp -- defines the operator to use

activeFindValue -- defines the value to use

Text Operator query string options

Numeric Operator query string options

Some examples