Search across workspace items
Use the workspace search results panel to quickly find and open relevant tasks, tracked items, and other workspace records.
This guide is designed for project manager.
Steps
Step 1: Open the workspace search results
When you start typing in the workspace search box, the search results panel opens automatically, showing items that match your current query.
Step 2: Review grouped search results
Browse the results grouped by category such as Tasks, Tracked Items, Programme, Automated or Other, so you can focus on the most relevant type of record.
Step 3: Check highlighted matches in each result
Look at each result’s title, reference, description and tags where your search terms are highlighted, helping you see why an item matches your query.
Step 4: Refine your search terms
Adjust your text in the search box; the list of results updates automatically to only show items whose title, description, reference or tags contain your new query.
Step 5: Navigate results with the keyboard
Use the arrow keys and Enter to move between search results and select an item without leaving the keyboard, speeding up navigation.
Step 6: Open a workspace item from the results
Click a result (or press Enter on the highlighted one) to select it, which applies your search and opens the chosen workspace item for further action.
Last updated: 2026-08-12