Search

Search is keyword-based. It is designed to quickly find items when you already know what you are looking for (IDs, codes, short terms).

What search looks at

Search can run across these item types (based on your search options):

Item type What we search
Projects Name, ID, Code, Custom Fields, Description
Tasks Name, ID, Custom Fields, Description
Apps (Risks, Issues, etc.) Name, ID, Requestor name, Custom Fields, Description
Users and Clients Name, ID, Email, Keywords, Custom Fields, Description
Documents Name, Description
Discussions Summary, Description
Reports Name, ID, Description

How keywords work

We split what you type into keywords and look for matches based on those keywords (no stemming or language interpretation).

Example: Search for HSM J13 will return items that contain:
  • both HSM and J13 (in any order), and also
  • either HSM or J13 (partial matches)

Best matches come first

  • Items that match your keywords more strongly (for example in the name, code, or ID) show up first.
  • Items that match only partially show up later.
  • If multiple items match equally well, recently updated items may appear higher.

Tips

  • Use exact IDs/codes when you have them (for example T00756 or H-13).
  • Add a second keyword to narrow results (for example HSM J13).