Add, View, and Use Saved Searches

Overview

Issues are smaller concerns or questions about a project that are noted along the life-cycle of a project. This article will guide project members on how to create and use saved searches to easily access issue on a project managed within the Enterprise Service Management (ESM) system.

How do I use this technology?

Create a Saved Search

1. In TDWorkManagement, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click Filter.
5. The Issues Filter dialog window will open.
6. Enter desired search criteria.
7. Click Apply.
8. Verify search results.
9. Click Save Search.
10. In the Save Search popup dialog, in the Save As field enter a descriptive name.
11. Click Save.

View a Saved Search

1. In TDWorkManagement, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click My Searches or Edit My Searches to see a list of your saved searches.

Use a Saved Search

1. In TDWorkManagement, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click My Searches.
5. Click the name of the desired search.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.