The Query icon and its dropdown menu ( ) are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed. For example, if you go to Home > Tasks and click on the Query icon above the Tasks grid, a query form with filter fields (either text fields or dropdown menus) will appear that enables you to query any of the Tasks by the data in their respective columns. Once you enter a word, part of a key word or dates of interest, select values from a dropdown, or any combination of these, click on Search and the grid will filter to reveal your queried data.

If you wish to save this query for use in the future (e.g., only view tasks due within two weeks, only view a specific employee’s tasks, etc.), immediately click on the active Query icon and a Save As link will appear on the top right of the Query form. Click on Save As, name the query and click Save. The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.