Find action items with search and filters

Find action items across the current document by searching their titles and notes or filtering by status, tag, or assignee.

Search for an action item

1. Open a document and display the action item list.
2. Tap Search Action Items.
3. Enter a word or phrase.

MinuteTaker shows action items whose title or notes contain the search text.

Filter action items

1. Tap the Filters button beside the search field.
2. Select one or more options under Status, Tags, or Assignees.
3. Tap Done.

You can select several options within a section. For example, selecting Open and Overdue shows action items with either status.

Filters from different sections are combined. If you select Overdue and an assignee, only overdue action items assigned to that person appear. Search text narrows the results further.

The Tags and Assignees sections appear only when the document contains tags or assignees.

Clear the search and filters

• Clear the Search Action Items field to remove the search text.
• Open Filters and tap Reset to clear the selected statuses, tags, and assignees.

If no action items appear, clear the search text or remove some filters.