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Use global search to find anything in your project

Use the global search modal to quickly find documents, tasks, people, meetings, RFIs and other records across your projects, then jump straight to the right page.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the global search modal​

Press the keyboard shortcut or click the search icon in the header to open the global search modal, which appears centred on your screen.

Open the global search modal

Step 2: Enter your search query​

Start typing in the search box; matching documents, tasks, projects, people and other items begin appearing below in real time as you type.

Enter your search query

Step 3: Limit results to specific types​

Use the filter controls to include or exclude result types such as Documents, Tasks, People, RFIs, Meetings or Form Submissions so the list only shows what you need.

Limit results to specific types

Step 4: Adjust search scope​

Switch the scope to search within the current project or across all projects, depending on whether you are looking for something specific to one project or organisation-wide.

Adjust search scope

Step 5: Review result details​

Scan each result card to see its type, title, key details, and highlighted text snippets showing where your search terms were found.

Review result details

Step 6: Open a result​

Click a result card to navigate directly to the relevant page, such as a document view, task details, project dashboard or stakeholder list.

Open a result

Step 7: Close the search modal​

When you are finished, close the modal by pressing Escape, clicking the close icon, or clicking outside the modal.

Close the search modal

Last updated: 2026-07-04