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How to use the quick search

You can use our quick search to use keywords to find tasks and subtasks, as well as spaces and reports.

To use the quick search:

1

Click on the "Search" tab in the left-hand taskbar.

search

This will bring up the quick search dialogue. You can click on your saved searches and spaces to open them. Use the arrow keys to scroll up and down.

quick search 1
2

To search for a task or subtask, enter a keyword(s) from the task summary (task title) or the task ID. To search for a space, enter a keyword(s) from the space name.  

3

Once you've entered your keyword(s), any spaces or saved searches will populate. To search for tasks, click on "Search tasks with...".  You have the option to choose between "Open tasks" which are tasks that are still pending, or "All tasks" which will include completed tasks.

quick search 3
4

Once your task populates, click on it to open it. 

quick search 4

To learn about advanced searches and reports, click here.

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