Paymo Help Center

Search in Paymo

Learn how to use the Search function in Paymo.

Written by AndreiLast update 2 months ago

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 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, and the rest will be collapsed under the More dropdown. 

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