Within Teamwork, you can use the
search option from the main navigation
pane to quickly
find various project items.
There are two search options
available in
Teamwork: quick search and
advanced
search.
Note: Search results only
include
items from projects where you are a
member
and
have permission to
view.
When you click the search
option, a slide out menu opens
where you can quickly view
your recently
accessed
items or
use the search field to locate
a specific project or
item.
Quick search
As you enter a search
term
into the search box, the quick
search
returns results in a list.
These results only include project
items created or
updated within the last 60 days. Each
item
is clickable and brings you to the
details view for that
particular
item.
You can also refine your quick search
before or after entering your search
term.
Click the filter option on the right
side
of the search field to switch between
everything or a specific item
type.
When using the quick search
while
viewing an individual project, you
have an additional option to
search only within
that project from the bottom of
the search pane.
Searching by
item
ID
If you know the ID of a
project,
task or other
project item in
your site,
you
can enter the ID
in the search
field
to
see a link
straight to that
item.
- You can see the
task ID in the
column
on the left of the
task details
screen.
- You can see the ID
of other items
in
the URL for the
individual item
page.
Searching by
tags
You can also run
searches based on tags
in the
search bar using
#tagname. The
results returned
include any project
items currently that
currently have the
tag(s) applied.
To search based on
multiple tags at once,
enter the tags in
as #tagname1 #tagname2 etc.
The
results show any items
that contain any or
all of the selected
tags.
If the tag is
made up of
multiple
words
and has spaces in
it, you must to
enter
the text in square
brackets after the
hashtag.
Advanced search
If you enter a search term
in the
quick search box and select the Advanced Search option
at
the bottom of the search
pane, you are redirected to
the advanced search
view,
which shows results from any time
frame
across
all projects where you are a
member.
You can also press
Return / Enter on your
keyboard after entering your
search
term to navigate to the
advanced
search area.The advanced search allows you to
search
across all projects or a specific
one.
Click More Options below the search box to search for
a custom set of project item
types.
Using
the checkboxes beside each item
type, select which ones to include
or
exclude from your search.
The results
automatically update as you check
and
uncheck different items.
You can also use the search
filters
to choose whether to
include:
- Completed Items
- Archived projects
- Archived messages
At the bottom of the options
panel,
you can set a sort order
preference for the search
results:
- Order by name
- Order by date last
updated
Note: For files, search
results include matches from the
details
of files such as their name and
description, however the contents
of
files
aren't included.
For
more information,
see: Viewing Your
Recent Items