Search and filters help you find the work relevant to a decision. A saved view keeps that selection available without changing the underlying tasks or conversations.
Before you start
You need access to the work being searched. Filter fields and saved-view controls depend on the list and your role.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Find and save a useful selection
Open Inbox and select the starting view or mailbox.
Use search for an identifier or phrase. Apply filters such as assignee, state or the available task and email fields.
Check that the result set matches your intent. Clear a filter if it excludes work you need.
Choose New view or the relevant save-view control where available, and give the view a name that describes its selection.
Reopen the saved view and check its filters, layout and visible work.
Check the result
The saved view returns to the intended selection and display. Counts can change as work moves through states or new email arrives.
Name a view by its purpose
Examples include “My overdue supplier tasks” or “open supplier confirmations.” Include the important scope in the title so teammates can understand the selection if the view is shared.
Compare the filter’s date field with the question you are asking. A task due date, email received date and order delivery date are different fields.
Choose the right search surface
Global Search spans supported source types. Inbox search and mailbox search focus on their own context. Records has its own object-level search and filters.
If something does not look right
What you see | What to check |
The view is unexpectedly empty | Clear filters, confirm the workspace and widen the date range. |
An item is missing from results | Check its actual fields, access and source. A label or state may differ from the one in your filter. |
Does removing a view delete its tasks?
Does removing a view delete its tasks?
A view organizes a selection. Use the item’s own controls when you intend to change the actual work, and read the confirmation for the action you choose.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.