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Search across your project workspace

Use the global search modal to quickly find documents, tasks, RFIs, people, packages and other project items from a single place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the search modal​

Press the keyboard shortcut or select the search icon in the header to open the search panel over your current page.

Open the search modal

Step 2: Enter your search terms​

Type a keyword or phrase into the search box; results begin streaming in as you type so you can refine instantly.

Enter your search terms

Step 3: Adjust search scope and filters​

Use the scope options and filters to limit results to specific item types such as documents, tasks, RFIs, meetings, programmes or workspace items.

Adjust search scope and filters

Step 4: Review matching results​

Scan the grouped results list, where each card shows the item type, title, key metadata and recently updated information to help you choose the right record.

Review matching results

Step 5: Retry or refine if needed​

If the search fails or feels too broad, use the retry action or adjust your query and filters until the results match what you need.

Retry or refine if needed

Step 6: Open an item in context​

Select a result to jump straight to the relevant project page, such as a document, task, RFI, programme view or package workspace.

Open an item in context

Step 7: Close the search modal​

Press Escape or select the close icon to return to your previous view without changing anything in the project.

Close the search modal

Last updated: 2026-09-01