Search your workspace
Find tasks, notes, projects and clients, or jump to any page, from one box with ⌘K.
Open search
Press ⌘K (or Ctrl+K) from any page, or click Search in the left sidebar. On a phone, the search button is in the top row of the sidebar.
What search finds
- Tasks: by task title, task details and client name
- Notes: by page title and the content inside the page, with the matching snippet shown
- Projects: by project name and client name
- Clients: by client name, contact names and contact channels such as email or phone number
- Commands: open Settings, switch dark or light mode, and go to Today, Tasks, Projects, Clients or Money
Results only include things you have access to. Before you type, you see commands and a few items from each group, with notes ordered by most recently edited.
Use the keyboard
- ↑ and ↓ to choose a result
- Enter to open the chosen result
- Esc to close search
Filter, sort and preview
Click "Show filters" next to the search box to filter by type, task status, client or teamspace. Click "Add filter" to combine filters, and choose how results are ordered, such as "Best match", "Last edited first" or "Newest created first".
Click "Show preview" to see details of the selected result without opening it. For tasks, it shows status, project, client and due date. Filters and the preview stay as you last left them on that device.
Invoices, quotes and contracts are not in these results. Open them from Money, Proposals or Contracts in the left sidebar.
Was this article helpful?
Next
Add clients and contacts
Add a client or company with just a name, then add contacts and their channels on the client page whenever you're ready.