Enter a person’s name in basic search to access their My Tasks.
Full text search
Run a full text search to search across every text field in tasks and conversations, including names, descriptions, and commentscomments Comment on a task or conversation to offer help, answer questions, and help move work forward. :
To run a full text search:
- Click into search and enter a keyword
- Select Items with [keyword] > (or press Enter on your keyboard)
The results of your search will then appear in the main panemain pane When you select a project, tag, or person, you will see the relevant list of tasks in the main pane. Read more .
Full text searches only returns tasks, subtasks, and conversations in the results.
Advanced Search & Search Views
Search Views are lists of tasks that meet the criteria you specify. Create a Search View to find any specific group of tasks or conversations.
Create a Search View
- Click into search
- Select Advanced Search
In the Advanced Search window, you will see a number of parameters that you can use to search for tasks or conversations.
Click Add Filter to use additional search parameters.
When you create a Search View, every field is optional.
Once you’ve established your search criteria, click the Search button.
The results of your Search View will appear in the main panemain pane When you select a project, tag, or person, you will see the relevant list of tasks in the main pane. Read more and the name of the Search View will appear at the top of the headerheader The header is part of the user interface between the top bar and the main pane and lets users navigate projects. Read more .
From the search results, you can:
- Click Refine Search to change your search parameters
- Click Sort to reorder your tasks
Search views display tasks and conversations that meet the parameters you’ve set. To add a task to your results, create a task that meets these parameters.
Select Sort for a variety of fields to sort your search results by.
Star your Search Views
If there are Search Views you will use regularly, you can starstar Users can star projects, people, tags, or custom search views to easily access them in the sidebar. Read more them for easier access in the future.
Click the star to save your Search View. Once starred, your Search View will appear at the top of your sidebarsidebar Use the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed. Read more .
Saving a Search View saves the search parameters, so your results will update as you and your colleagues continue to work on tasks.
Search Views Quick Tips
There are many parameters you can use in Search Views. Most of them are pretty self-explanatory, but here are some of the lesser known parameters you can use in Search Views:
- Unassigned tasks - enter “Nobody” in the Assignee field
- Tasks in no projects - enter “No Project” in the Projects field
- Tasks with no tags - enter “No Tags” in the Tags field
- Tasks in a Section of a project - after entering a project in the projects field, click the drop down arrow to select a Section in the project to search in
- Not parameter - use the “Not Tagged With” or the “Not In Projects” fields to find all tasks not in associated to tags or projects
- Assigned By - use the Assigned By field to find tasks assigned by a specific Member or Guest
- Completion Date - use the Completion Date field to find all tasks completed in the last X days
- Tasks with specific due dates - use the Due, Completion, Creation, or Modification Date fields to select “Between” to find tasks within a certain timeframe, or “On” to show tasks from a specific date