Use the global search to find:

  • Clients
  • Client contacts
  • Projects
  • Task lists
  • Tasks
  • Subtasks
  • Milestones
  • Comments
  • Discussions
  • Files
  • Users
  • Time Entries
  • Estimates
  • Invoices
  • Expenses

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.

Important notes

  • 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.

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