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Use the search modal to ask questions across your workspace

Use the search modal to type natural language questions about your projects, documents, tasks, agents and more, and refine what is searched using quick filters.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the search modal​

Open the search feature from the application header or shortcut; the search modal appears near the top-right of the screen.

Step 2: Enter your question or keywords​

Click inside the text area (it is focused automatically) and type your question or search terms, such as “Show project deadlines this week” or “Find AI agents related to onboarding”.

Step 3: Choose what to search using filters​

Select the chevron icon on the left side of the text area to open the filter popover, then tick the checkboxes for the content types you want to include, such as Projects, Documents, Schedules, AI Agents, Tasks / Issues or Data Tables.

Step 4: Refine your query if needed​

Adjust your text in the input area to be more specific, using the filters to narrow down where the system should look.

Step 5: Close the search modal​

Click anywhere outside the modal to close it when you are finished; the modal closes automatically without additional confirmation.

Last updated: 2025-12-08