Task Query

Queries can be used to organize tasks according to personal preferences. When creating a query, a folder will be added to the Task List View that contains only the tasks that meet the specified parameters.
To create a query, click the 
 New task query button in the Task List View toolbar.
The query form defines which tasks will be downloaded and displayed in the task list folder. You can specify different parameters as necessary to filter the query results. To cater to the increasing complexity of the queries the editing is now done in a dedicated editor instead of the dialog.
In the Properties section
Field
Description
Name
Enter a name for your query, which will be used as the folder name in the Task List View.
Summary
Query for terms from the Task summary section in the Task Editor.
Priority
For example, display only tasks that have a high priority.
Status
You can query tasks by their status (e.g. Resolved, Verified)
Resolution
Resolution type can be selected.
Code system
Select one from the available Code Systems.
Module
In case the selected Code System is SNOMED CT, you can further refine your query by specifying the module.
In the Users section
Field
Description
Assignee
You can specify the assigned team member. If no assignee is specified, the query returns tasks regardless of users assigned. Press the Unassigned button to search for a task where no user is assigned.
Reviewer
You can specify the name of the reviewer here. If no reviewer is specified, the query returns tasks regardless of the reviewer assigned. Press the Unassigned button to search for a task where no reviewer is assigned. It is also possible to select the Unspecified', me, or not_me values instead of a specific user.
Review status
For task queries, it is possible to specify review status for each user to enable more refined task query authoring in multiple-review scenarios.
Lead reviewer
Users with promote rights may be assigned as Lead reviewer. Lead reviewers receive an internal flag that distinguishes them from other reviewers making it possible to create task queries based on this additional property using a checkbox next to the selected user.
Task Query Editor
Once you have set your specifications, click the Save button to start the query, or hit CTRL+S on your computer keyboard. A new folder for your query will be displayed in your Task List View.
New folder appears in Task List View
You can also remove a Task Query by right-clicking on the folder and selecting this option from the Context Menu, or edit the task query by double-clicking on the folder.

Request Changes

Next - Validation

Run Validation

Last modified 3mo ago

Export as PDF

Copy link