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Search across your project workspace

Use the global search modal to quickly find documents, tasks, RFIs, people and other project items from anywhere in the workspace.

Audience

This guide is designed for project manager.

Steps​

Press Ctrl+K (Windows) or Cmd+K (Mac), or click the search icon in the header to open the search modal.

Open the global search

Step 2: Enter your search query​

Type keywords into the search box; matching results start to appear instantly as the system streams live results.

Enter your search query

Step 3: Filter by item type​

Use the filter dropdown to limit results to specific item types such as documents, tasks, RFIs, people or PlanOps documents.

Filter by item type

Step 4: Review result details​

Scan the result cards to see titles, locations, snippet highlights and timestamps showing when each item was last updated.

Review result details

Click a result to navigate directly to the relevant page, such as the document viewer, task details or project dashboard.

Open an item from search

Adjust your query text, change filters or press Esc to close the modal and start a new search later.

Refine or clear your search

Last updated: 2026-07-06