Searching Everything
One search box covers your whole workspace. Use it to jump straight to a Project, Client, Invoice or anything else without clicking through menus.
Open Search
Section titled “Open Search”- Click the search box at the top of the screen, or
- press ⌘K on a Mac or Ctrl+K on Windows, from any page.
Search
Section titled “Search”- Type at least 2 characters.
- Results show up as you type, grouped by type, with your search term highlighted.
- Click a result, or use the arrow keys and press Enter.
No matches? You’ll see No results for your search.
What You Can Find
Section titled “What You Can Find”| Type | Searches | Opens |
|---|---|---|
| Projects | Name, description, status, Client name | The Project |
| Clients | Business name, address | The Client |
| Tasks | Name, description, status, priority, Client name | The Task’s Project |
| To-Dos | Title, notes | Your To-Do list |
| Invoices | Invoice number, Client name, status, notes | The Invoice |
| Estimates | Name, description, status | The Estimate |
| Expenses | Description, notes, status | The Expenses page |
| Services | Name, description | The Services page |
| Contracts | Name | Your contract templates |
| Timers | Notes, Task name, Project name | The Timer page |
So you can type a Client’s name to see their Projects and Tasks too.
Narrow It Down
Section titled “Narrow It Down”Click a type under the search box, like Invoices or Tasks, to only search that type. Click All to search everything again.
Recent Searches
Section titled “Recent Searches”Open search without typing to see your last 5 searches. Click one to run it again, or click the X next to it to remove it.
Recent searches are saved per workspace, in the browser you’re using.