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Using Search

Press ⌘ K on Mac or Ctrl+K on Windows / Linux to open global search from almost anywhere. You can also use the search control in the header when it is visible.

Workspace vs project scope​

When you are inside a job, search can be limited to that project or widened to the whole workspace. Use project scope to avoid noise on large accounts; use workspace scope when you are not sure which job something lives in.

What you can find​

Depending on your permissions, results can include:

  • Jobs
  • Tasks
  • Messages / timeline-style entries
  • Files and linked documents
  • People — customers and partners

If you cannot access a module (for example quotes are hidden for your role), related results and filters may not appear—permissions apply to search the same way as the rest of the app.

Filters (facets)​

Use the tabs or chips at the top to narrow results to Jobs, Tasks, Messages, Files, or People, or keep All for a wide net.

Routes and navigation​

Search also suggests app destinations—for example jumping to Workspace settings, Library, or My Work—so you can move faster than clicking through the sidebar. Suggestions respect what your role is allowed to see.

Tips​

  • Start with a short keyword or job name fragment; refine with facets if there are too many hits.
  • Recent or frequent items may surface higher in the list where the app supports it.

Related: Keyboard & shortcuts · Jobs overview