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Search across your project

Use the global search modal to quickly find documents, tasks, people and other items across your current project or all projects.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the search modal​

Press the keyboard shortcut or click the search icon in the header to open the search modal, which appears centred over your current page.

Open the search modal

Step 2: Enter your search query​

Type a keyword, phrase or reference number into the search box; matching results begin streaming in as you type.

Enter your search query

Step 3: Filter by item type​

Use the Filters menu to limit results to specific item types such as Documents, Tasks, RFIs, Meetings or People, so you only see the most relevant matches.

Filter by item type

Step 4: Choose project scope​

Select whether to search within the current project or across all projects, adjusting the scope to widen or narrow your results.

Choose project scope

Step 5: Review result details​

Scan each result card to see the item type, title, key metadata and highlighted text snippets showing where your query matched.

Review result details

If results look incomplete or the stream pauses unexpectedly, use the retry action and refine your keywords or filters to improve the match.

Retry or refine your search

Step 7: Open an item from the results​

Click a result to navigate directly to the relevant document, task, RFI, meeting or other item in its full context within the project.

Open an item from the results

Step 8: Close the search modal​

Click the close icon, press Escape, or click outside the modal to dismiss it and return to your previous view.

Close the search modal

Last updated: 2026-07-07