The search function allows you to quickly locate your required information within a large dataset, with the ability to free text search, apply advances search via filters, or use a series of string searches to locate your project, or task.
The 3 search methods include:
1. Free text search box
By simply clicking into the box and begin typing, it acts as a general search and can include results from client names, project names, task names etc, which may result in a long list of results. Via this method you can input a part, or full name of your search, the more accurate with the detail, the easier it will be to locate the item. When you've finished typing your search requirements, click enter and your results will appear.
2. Advanced search
By clicking on the icon within the search bar, a drop-down will appear, showing search categories to aid in filtering results and locate the data quicker. The search categories include due date, label, name, team to further enhance search functionality.
3. String search
You can further improve search results by creating a string search, combining multiple categories to locate the required project, or task quickly.
Click on the search Icon, locate the category, type in your keyword and add a semi-colon at the end. The semi-colon indicates you're ready to include another search category and will open the pop-up box again.
4. Refining the Projects list
You have the ability to refine the data shown in the project view by clicking on the Status button directly under the search bar. This will enable you to search within a specific project status such as Pending, or In Progress.
5. Refining the Tasks list
The same functionality applies to the task view, with options for:
Status | Options include Any, Open and Closed |
Assigned to | Any user, Assigned to me, Owned by me |
Date | Newest, Oldest, Newest Start and Oldest Due |