Search in Paymo

Learn how to use the Search function 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 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.