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Use global search to find project information

Use the global search modal to quickly find documents, tasks, RFIs, people, packages and other project items, then open them directly.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the global search modal​

Select the search icon in the header or press the keyboard shortcut to open the global search modal over your current page.

Open the global search modal

Step 2: Enter a search term​

Type a keyword or phrase in the search box to search across documents, tasks, RFIs, people, programmes and other project records.

Enter a search term

Step 3: Adjust the search scope​

Use the scope control to switch between searching in the current project only or across all projects, depending on what you need to find.

Adjust the search scope

Step 4: Filter results by type​

Apply filters to limit results to specific item types, such as documents, tasks, workspace items, meetings or form submissions.

Filter results by type

Step 5: Review highlighted results​

Scan the results list, using the highlighted snippets and icons to understand the type of each item and why it matches your search.

Review highlighted results

Step 6: Open a result​

Select a result row to navigate directly to the relevant page, such as a document, task detail, RFI, package or programme view.

Open a result

If you do not see what you need, adjust your keywords, change filters or use the retry option to run the search again.

Refine or retry your search

Last updated: 2026-07-22