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Using Global Search

Jump to tasks, projects, files, and teammates from one search box.

What is covered

  • Open Global Search from anywhere

  • Search by keyword and person name

  • Narrow results with filters

  • Use optional operators for precision

At a glance

  • Time: ~2 minutes

  • Shortcut: Cmd + K (macOS) / Ctrl + K (Windows/Linux)

  • Scope: results limited by access scope

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

1

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).

Screenshot placeholder: top navigation with search highlighted.

2

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

Screenshot placeholder: results list with title, parent, and preview text.

3

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)

GIF placeholder: start broad → add Type → add Status → add Assignee.

4

Open the result and confirm context

Open the target result.

Confirm Organization and Project context with breadcrumbs.

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

Screenshot placeholder: query with operators and a narrowed result set.

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.

Saved searches (if available)

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

For example:

  • Overdue tasks (Assignee = <Teammate>)

  • Blocked items

  • This week deliverables

Summary

Global Search supports cross-scope navigation with filters.

Use Save Views for repeatable daily lists.

Related:

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