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Search

Search finds records by their words, across every tab at once: tasks, projects, invoices, payment receipts, files, contacts, and more. Use it when you know part of a name or a description but not where the record lives. To group records under your own labels, see Tags.

Jump to:

  1. Click the Search box at the top right of any screen.
  2. Type what you are looking for, such as a project number, a site name, or a client.
  3. Press Enter.

A list of matches opens under the box. Each one shows its name and the kind of record it is, such as an invoice, a task, or a project. Click a result to open it.

See all the results​

Click Show more under the matches. The Search tab opens with every result, each with its name, who last changed it and when, and its record type. The words you searched for are highlighted.

What the search covers depends on the left panel. With a project or client selected, it looks in that member. With View all selected, the results are "Search results everywhere".

Results come from every tab you have access to.

Use advanced search to find records of one kind by their fields, such as every task assigned to one person that is past its due date.

  1. Click Advanced search, under the matches of the Search box.
  2. In Object Type, choose the kind of record: Task, Files, Milestones, Events, People, Time entry, Invoice, Budgeted expense, Item, Actual expense, or Payment receipt.
  3. Click Add condition, choose a field, such as Assigned to, Due date, or Invoicing status, then a comparison (>, ≥, <, ≤, =, or <>) and a value.
  4. Add more conditions if you need them.
  5. Click Search.

The fields offered depend on the record type. For tasks, they include who it is assigned to, its dates, its estimated and worked time, and its billing figures.

Search inside a tab​

Some tabs have their own search box in the toolbar, such as Documents and Contacts. It looks only inside that tab, together with its filters.

Example: finding everything about one site​

A client calls about the wetland assessment near a highway bridge. The project manager types "wetland" in the Search box and sees the project, its tasks, two invoices, and a payment receipt in the matches. She clicks Show more to see the full list, then opens the invoice the client is asking about.

What you can do next​

  1. Tags to label records your own way.
  2. Finding, filtering, and sorting tasks for the filters of the task list.
  3. Dimensions for how the left panel narrows every screen.
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