Search in Paymo

Use the global search to find: 

• Clients 

• Client Contacts 

• Projects 

• Task Lists 

• Tasks 

• Subtasks 

• Milestones 

• Comments 

• Discussions 

• Files 

• Users 

• Time Entries 

• Invoices 

• Estimates 

• Expenses

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 specific keyword will automatically highlight it across all search results.

• Enclosing a keyword in quotation marks ("...") will trigger an exact match search.

• The available advanced filters differ based on the selected item.

• The most frequently searched items are prioritized at the top of the search pop-up, while the remaining results are accessible within the "More" dropdown.