> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/using-global-search.md).

# Using Global Search

{% columns %}
{% column %}
**What is covered**

* Open Global Search from anywhere
* Search by keyword and person name
* Narrow results with filters
* Use optional operators for precision
  {% endcolumn %}

{% column %}
**At a glance**

* **Time:** \~2 minutes
* **Shortcut:** `Cmd + K` (macOS) / `Ctrl + K` (Windows/Linux)
* **Scope:** results limited by access scope
  {% endcolumn %}
  {% endcolumns %}

### Overview

Global Search is the fastest way to open items across an Account. Use it when item location is unknown.

### Key Concepts

* **Scope**: results are limited by access scope
* **Type filter**: limits results to a specific item type
* **Operators**: optional query modifiers (availability varies)

### How It’s Used

Use Global Search for cross-Project discovery. Use it for fast navigation during reviews and triage.

### Benefits

* Faster navigation to items and decisions
* Reduced context switching across Organizations and Projects

### Setup Steps

{% stepper %}
{% step %}

### Open Global Search

Open Global Search from either entry point:

* Select the search field in the top navigation.
* Press `Cmd + K` (macOS) or `Ctrl + K` (Windows/Linux).

{% hint style="info" %}
Screenshot placeholder: top navigation with search highlighted.
{% endhint %}
{% endstep %}

{% step %}

### Search with a broad query

Start with a unique keyword.

For example:

* Task names: `authentication`
* Project names: `website redesign`
* Teammate names: `Jordan`
* Keywords from descriptions or comments: `requirements`

{% hint style="info" %}
Screenshot placeholder: results list with title, parent, and preview text.
{% endhint %}
{% endstep %}

{% step %}

### Narrow results with filters

Add filters to reduce noise when results are broad.

Common filters:

* **Type** (Tasks, Projects, Comments, Files, Teammates)
* **Status** (for task-like items)
* **Assignee**
* **Project**
* **Dates** (created, due, last updated)

{% hint style="info" %}
GIF placeholder: start broad → add Type → add Status → add Assignee.
{% endhint %}
{% endstep %}

{% step %}

### Open the result and confirm context

Open the target result.

Confirm Organization and Project context with breadcrumbs.
{% endstep %}
{% endstepper %}

#### Operators (optional)

Some Accounts support operators in the search field. When operators are not supported, use filters instead.

**Exact phrase**

Use quotes to match a phrase, such as `"ERP implementation"`.

**Exclude a term**

Use a minus sign to remove results, such as `requirements -draft`.

**Field-based queries**

Patterns vary by configuration. Common examples include:

* `assignee:Tracey`
* `status:"In Progress"`
* `project:"Customer Onboarding"`
* `due:today` or `due:overdue`

{% hint style="info" %}
Screenshot placeholder: query with operators and a narrowed result set.
{% endhint %}

### Best Practices

* Start broad. Narrow with filters.
* Use partial words. `auth` can match `authentication`.
* Search comments to find decisions and context.
* Check **Recent** items for quick re-entry.

<details>

<summary>Saved searches (if available)</summary>

If saved searches are enabled, use them for repeatable triage.

For example:

* `Overdue tasks (Assignee = <Teammate>)`
* `Blocked items`
* `This week deliverables`

</details>

### Summary

Global Search supports cross-scope navigation with filters.

Use Save Views for repeatable daily lists.

Related:

* [Search and Navigation](/getting-started/search-and-navigation.md)
* [Finding Requirements, Tasks, and Tests](/getting-started/finding-requirements-tasks-and-tests.md)
* [Filtering and Sorting Data](/getting-started/filtering-and-sorting-data.md)
* [Console AI Search](/ai/console-ai-search.md)


---

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```
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```

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