Global search
The search bar in the header, on the right of the screen, searches the whole workspace — without having to open the right project or the right screen first. It is the shortest path to an object whose name you know.
How it works
Type: results come in from the very first letter, refreshed as you type (with a short delay so the server is not queried on every keystroke). The cross clears the input; Esc or a click outside closes the list.
The search covers the name and the description of every object, as a substring and case-insensitively: typing migra finds SI Migration as well as Migration plan. Two types also search their own fields — the code for projects and requirements, the progress comments for status reports.
It also covers portfolios, both project and resource ones: their name is searched the same way, and the result opens the portfolio view directly.
What is searched
| Type | What is found |
|---|---|
| Project | Name, description, code |
| Project portfolio | Portfolio name and description |
| Resource portfolio | Portfolio name and description |
| Task | Plan tasks, cards and stories |
| Risk | Risks and issues |
| Decision | Decisions |
| Change | Change requests |
| Document | Files attached to projects |
| Requirement | Requirements (name, description, code) |
| Status report | Progress comments of reports |
| Budget | Budget envelopes |
Each result carries a type chip, the object name, an excerpt of the text that matched, and the parent project.
It only walks the projects you have access to. A project you are not a member of — and that no portfolio grants you rights on — stays invisible, along with everything it contains. Likewise, only the portfolios offered in your selector show up: those where you are a member, manager or reader, and every portfolio of the workspace if you are an administrator. The filtering is applied server-side, not at display time.
Opening a result
Clicking a row opens the object in its default screen.
Some objects exist in several screens: the row then shows shortcuts to each of them, and the first one is what a direct click opens.
| Type | Screens offered |
|---|---|
| Project | Planning (default), Definition & members, Dashboard |
| Project portfolio | Global Planning (default), Definition & members, Dashboard |
| Resource portfolio | Workload (default), Definition & members, Resources list |
| Task | Planning (default), Task list, Card & Story |
The other types have a single screen: a risk opens the Risks view, a decision the Decisions view, and so on.
This is the main benefit of the search: it switches project — or portfolio — for you. Finding a task from another project and opening it in its plan does not require going through the project selector; opening a portfolio from the search selects it in the header as if you had picked it from the list.
See also
- Portfolio document library — the file-specific search, with content indexing of PDF, Word and Excel
- Task list — the per-field search inside a project
For an object you reopen often, the search beats navigation; for one you reopen every day, prefer a favourite on the relevant screen.