The search perimeter
The search perimeter depends on the place where you are positioned when you make the search:
- If you search while you are in the Dashboards, the Members section, or the Multi-projects views, your search will be on all the projects you have access to.
- If you search while in a particular project, your search will be limited to the tasks in that project.
In this second case, you will then have the possibility to extend your search to all your projects by clicking on “Extend search to the whole application”.
Nature of the search
The classic search
By clicking on “Search”, you can search by keywords, numbers, unique task numbers, etc.
Search on special fields
By clicking on the orange magnifying glass, you can perform a “classic search”, and you can also search for special fields.
To search for a special field, you need to tick the box as shown below:
A drop-down list will appear with the special fields of your subscription.
It is possible to search for several special fields at the same time. To do this, select a special field and return to the drop-down menu to select a new one.
If you have selected a special field that you do not want to search, simply click on the button below:
Nature of results
Nature of the results of the classic search
The system searches all items regardless of their nature:
– Name of a task
– Name of a task list
– Name of a project
– Name of a member
– Action term
– Term of a comment
– Name of an attachment
Searching for special fields
The search for a special field can be done on:
Easily visualise the element you are looking for
At the end of your search, when you click on the result, the system positions you on the result highlighted by a blue box. You can then easily access the content of the item.
Good to know: A minimum of 3 characters must be entered to perform a search.