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Use universal search to find items across your projects

Use the universal search modal to quickly find documents, tasks, RFIs, people, meetings and other items across your projects, then open them directly.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the universal search modal​

Press the keyboard shortcut or click the search icon in the header to open the search modal, which appears centred on the screen with a search bar and recent or suggested results.

Open the universal search modal

Step 2: Enter a search term​

Click into the search field and start typing a keyword, document name, task title, person’s name or other relevant phrase; matching results begin to appear below as you type.

Enter a search term

Step 3: Filter results by item type​

Use the filter dropdown or checkboxes to select which types of items to include, such as Documents, Tasks, Projects, People, RFIs or Meetings, so the results list only shows the categories you care about.

Filter results by item type

Step 4: Review search results​

Scan the result cards, which show an icon and label for the item type, the item title and highlighted snippets of matching text, along with how recently each item was updated.

Review search results

Step 5: Open an item from the results​

Click a result card or use the arrow keys and Enter to open the selected item; you are taken straight to the relevant page, such as a document view, task workspace item or project dashboard.

Open an item from the results

Step 6: Close the search modal​

If you do not want to open any result, close the modal by clicking the X icon, clicking outside the modal, or pressing Escape to return to your previous screen.

Close the search modal

Last updated: 2026-02-20