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Browse workspace search results

View and interpret search results within a workspace to quickly locate relevant items.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workspace search view

Navigate to your workspace and open the search view from the main navigation so that matching items are displayed in the results list.

Open the workspace search view

Step 2: Review the list of matching items

Scan the search results list to see item names, key details, and how closely they match your search, helping you identify the most relevant records.

Review the list of matching items

Step 3: Refine your search query if needed

Adjust your search terms or filters in the search interface to narrow or broaden the results until you see the items you need.

Refine your search query if needed

Step 4: Open an item from the results

Click on a specific result to open its detailed view in the workspace, where you can review full information or take further actions.

Open an item from the results


Last updated: 2026-09-01