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Using Console for Natural Language Search

Ask questions across Transform data and jump to source items.

Overview

Console supports natural language queries across Project content.

It returns answers with links to source items.

Screenshot placeholder: Console panel showing a query, answer, and source links.

Key Concepts

  • Query: natural language prompt

  • Answer: generated response

  • Sources: item links used to support an answer

  • Scope: Organization and Project boundaries for results

How It’s Used

Use Console to answer questions without locating the source item first.

Use it for cross-item questions, such as blockers, approvals, and overdue work.

Benefits

  • Faster discovery of decisions and rationale

  • Better traceability through source links

  • Reduced manual navigation across Projects

Setup Steps

What Console can search (typical)

Depending on Account configuration, Console may include:

  • requirements

  • tasks

  • tests

  • comments and activity

  • meeting summaries (if enabled)

Results respect Account, Organization, and Project access.

1

Open Console

  1. Open Console.

  2. Confirm Organization and Project scope (if prompted).

2

Ask a focused question

For example:

  • what tasks are overdue this week

  • show blockers for order-to-cash

  • summarize progress for acceptance testing

  • find requirements that mention the ERP system

Include an object type (tasks/requirements/tests) for cleaner results.

3

Open the source items

  1. Review the answer.

  2. Click a source link to verify details.

  3. Share the source link, not a copied answer.

Best Practices

  • Add time windows: “last 7 days”, “this month”.

  • Add owners: for example, “assigned to a Teammate name”.

  • Ask for “sources” when traceability is required.

Troubleshooting

I get no results

Try:

  • removing extra constraints

  • searching for one unique keyword

  • confirming the correct Project scope

Results don’t include an item I can see elsewhere

Possible causes:

  • the item is in a different Project

  • Console indexing hasn’t caught up yet

  • access permissions differ by object type

Summary

Console queries should be focused and validated using sources.

Use Save Views to track follow-up work surfaced by queries.

Related:

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