Search across your project workspace
Use the search modal to quickly find documents, tasks, RFIs, people, meetings and other project items from anywhere in the workspace.
This guide is designed for project manager.
Steps
Step 1: Open the global search modal
Press the global search shortcut or select the search icon in the application header to open the search modal centred on your screen.
Step 2: Enter your search query
Type a keyword or phrase into the search box; matching results across documents, tasks, RFIs, comments, meetings and other items begin to appear as you type.
Step 3: Filter by item type
Open the filter popover and tick or untick the item types (such as Documents, Tasks, Projects, People, RFIs, Reports and Form Submissions) to narrow your results to the most relevant content.
Step 4: Review highlighted matches
Scan the results list to see each item with its icon, type label and a short highlighted text snippet showing where your search terms appear.
Step 5: Open a result
Click on a result (or use the arrow keys and Enter) to open it in the appropriate section of your project, such as the document viewer, task workspace, forms area or project dashboard.
Step 6: Close the search modal
Dismiss the search modal by clicking the close icon, pressing Escape, or clicking outside the modal to return to where you were working.
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Last updated: 2025-12-27