Searching and Filtering

Using Search

The search bar is at the top of every page.

How to Search

1. Click the search bar (or press / on your keyboard)
2. Type what you're looking for:
   • Job number: 5172
   • Job name: MD Anderson
   • Person's name: John Smith
   • Anything else
3. Press Enter or click a result

Search Tips

• Be specific — "5172" finds faster than "Anderson project"
• Partial matches work — "ander" will find "MD Anderson"
• Search finds everything — projects, tasks, contacts, comments

Screenshot needed

Search bar with example results showing dropdown search results

Using Filters

Filters help you narrow down lists in any app.

How to Filter

1. Open an app (like Projects)
2. Look for the Filter button (usually top of the list)
3. Click it and choose your criteria:
   • By status
   • By person assigned
   • By date
   • By any field

Example: Find Your Active Projects

1. Go to Projects app
2. Click Filter
3. Set: "Project Manager" = your name
4. Set: "Status" = "Active"
5. Click Apply

Now you only see your active projects.

Saving Filters (Views)

If you use the same filter often:

1. Set up your filter
2. Click Save View (or the ⭐ star icon)
3. Give it a name like "My Active Projects"
4. Next time, just click that saved view

Common Filters You'll Use

What You Want	How to Filter
My tasks	Tasks app → Responsible = you
Overdue tasks	Tasks app → Due Date = Before today
Projects in Pre-Con	Projects app → Current Stage = Pre-Construction
Jobs for a specific GC	Projects app → Customer = GC name

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Next: Our Workspace Overview →