Use the global search to find:
- Client contacts
- Task lists
- Time Entries
across the whole company.
Either type in the search bar on top of the sidebar menu or click on the magnifying glass icon to open the full search pop-up.
Here, you can access the advanced filters to narrow down your search after a specific set of parameters. Select the desired item first (client, project, task, file, etc.), then click on the funnel icon to display them.
- Typing in a particular keyword will highlight it across all results found.
- Wrapping a keyword into “...“ will render an exact match.
- The advanced filters vary, depending on the item chosen.
- The most searched after items will be pushed to the top of the search pop-up, the rest will be collapsed under the More dropdown.