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Global Search Overview
The global search feature allows you to search across Projects, Opportunities, and Tasks quickly. Start typing keywords into the search and see matching results from Project names, Logs, Tasks, and Opportunities.
From any page, click on the Global Search icon:
New items created will be searchable within a few minutes of creation.
Projects
Quickly search your Projects - including Archived Projects - by typing in the Project's name or keyword into the Global Search bar:
The Global Search will allow you to search the Project via name or keywords. The Global Search will not search the following information in Projects:
Budget Items
Selection Items
Client or Team Chats
Comments
Task items like Notes, Subtasks, etc.
Tasks
Search Tasks within an existing Project or Opportunity by typing the Task name into the Global Search bar:
Note: The Global Search will only search Task Name, it will not search Assignee name.
Opportunities
Search for existing Opportunities by typing the Opportunity name into the Global Search bar:
The Global Search will allow you to search the Opportunity via name, keywords, or Opportunity Task. The Global Search will not search the following information in Opportunities:
Client Name
Address
Opportunity Owner
Logs
Search for Daily Logs by typing the Log name or Keywords into the Global Search bar:
