Search for Cards on a Board
- Last updated
- Oct 7, 2022
- Save as PDF
- Getting Started
- FAQs
- Account Questions
- Can I Change the Default Date Format?
- How Can I Opt Out of Assigned User Emails?
- How Do I Cancel My AgilePlace Account?
- How Do I Change The Owner Of Our AgilePlace Account?
- How Do I Decrease Licenses?
- How do I Invite Others to Join My AgilePlace Account?
- How do I Turn Off Email Notifications?
- Why am I Not Receiving Email Notifications from AgilePlace?
- Why Can't a Particular User See a Board?
- Board Questions
- Card Questions
- General Questions
- Can AgilePlace be Purchased Through a Reseller?
- Does AgilePlace Come With a Sample Board?
- Does AgilePlace Offer Education Discount Pricing?
- How Do I Purchase AgilePlace?
- How Do I Sign Up for AgilePlace?
- How Much Does an AgilePlace Subscription Cost?
- Is it Possible to Integrate AgilePlace with Other Applications?
- What are the System Requirements for AgilePlace?
- What is AgilePlace's Data Backup Policy?
- What is Kanban?
- What Level of Data Security Does AgilePlace Provide?
- Why Does AgilePlace Look Odd When I'm in Internet Explorer?
- Why Do I Receive An "Unauthorized" Error When Accessing Certain Features?
- Q&As from AgilePlace webinars
- Q&A from Best Practices for Building a Board - January 20th, 2022
- Q&A from The Power of Board Filters - Feb 24th, 2022
- Q&A from Tasks vs. Card Connections: Best Practices - March 17th, 2022
- Q&A from Reporting 101 - April 21st, 2022
- Q&A from Simplifying PI Planning with AgilePlace - June 2nd, 2022
- Q&A from Prioritizing with Card Scoring - August 18th, 2022
- Q&A from Best Practices for using OKRs in AgilePlace - Sept 22th, 2022
- Q&A from Centralized User Management with Planview Admin - July 7th, 2022
- Account Questions
- Boards
- Card Scoring
- Managing Boards
- Archive and Unarchive a Board
- Basic Board Administration
- Configure Board Settings
- Configure Custom Fields
- Create A New Board Or Duplicate Existing
- Delete a Board
- Edit Lane Settings
- Edit Your Board Layout
- Enable/Disable Card Deletion
- Export Board History
- Recently Accessed and Favorite Boards
- Set Work-In-Process (WIP) Limits
- Subscribe/Unsubscribe to Board and Lane Events
- Template Library
- Using and Managing Board Templates
- View the Activity Stream
- Work with Board Levels
- Understanding Boards
- Working with Agile Planning
- Work with Whiteboards
- Cards
- Card Automation
- Card Details
- Connections
- Managing Cards
- @mentions
- Access My Cards and Tasks
- Adjust Default Card Subscriptions
- Assign Users to Cards
- Base WIP Limits on Card Size
- Card Builder
- Card Layout
- Convert Cards to Tasks
- Create a Card
- Create a Card Type
- Create New Cards via Email
- Delete a Card
- Duplicate a Card
- Filter Cards on a Board
- Import and Export Cards
- Mirroring a Card
- Move a Card
- Move Multiple Cards
- Set Planned Dates for Cards
- Subscribe to a Card
- Taskboards
- Understand Actual Start and Actual Finish Dates
- Understand Blocked Work
- Using Right-Clicks to Perform Common Actions
- View Scheduled AgilePlace Cards In Your Calendar
- Account
- Account Administration
- Signing In
- User Administration
- Change a User's Password
- Configure Advanced Security
- Create or Add a User
- Delete a User
- Edit a User's Date Format
- Edit a User's Email/Login
- Edit a User's Name
- Edit a User's Time Zone
- Enable or Disable a User
- Enable Single-Sign-On (SSO)
- Give a User Board Creator Rights
- Give a User Team Organizer Rights
- Make a User an Account Administrator
- Set User and Team Board Roles and Access
- Upload User Avatars
- User Provisioning Capabilities
- Reporting
- Advanced Reporting
- What is Advanced Reporting?
- Advanced Reporting API: Getting Started
- Book of Data Recipes
- Configure A Connection To The Reporting API With Excel
- Advanced Reporting API: Web Data Connectors for Tableau
- Advanced Reporting API: Connecting AgilePlace with Power BI
- Accessing AgilePlace data using OData
- Advanced Reporting API: Export Parameters
- Advanced Reporting API: URL Generator
- Advanced Reporting API Endpoints
- Advanced Reporting API: Blocked Card History Endpoint
- Advanced Reporting API: Cards Endpoint
- Advanced Reporting API: Card Lane History Endpoint
- Advanced Reporting API: Card Planning Increments Endpoint
- Advanced Reporting API: Comments Endpoint
- Advanced Reporting API: Connections Endpoint
- Advanced Reporting API: Current Lanes Endpoint
- Advanced Reporting API: Current User Assignments Endpoint
- Advanced Reporting API: Current User Task Assignments Endpoint
- Advanced Reporting API: Custom Fields Endpoint
- Advanced Reporting API: Historical User Assignments Endpoint
- Advanced Reporting API: Historical User Task Assignments Endpoint
- Advanced Reporting API: Planning Increments Endpoint
- Advanced Reporting API: Tags Endpoint
- Advanced Reporting API: Tasks Endpoint
- Standard Analytics Reports
- Understanding Analytics
- Advanced Reporting
- AgilePlace API
- Application API - v2
- Overview
- Account
- Attachment
- Automation
- Board
- Archive a board
- List assigned users on a board
- List card faces
- Create a new board
- Delete a board
- Export board history
- Get board details
- Get lane counts
- Get a list of leaf lanes for a board (lanes that can hold cards)
- List all boards
- List parent cards
- Bulk remove board members and roles
- Unarchive a board
- Update board settings
- Update a board's layout
- Update board roles
- Bulk update board members and roles
- List board users
- Board Filter
- Board Level
- Board Template
- Card
- Get recent card activity
- Assign or unassign one or more users or teams to cards
- Create a card
- Create a task card
- Delete a card by id
- Delete multiple cards
- Get card details by card id
- Get a list of cards
- Get a list of cards using POST
- Get a list of task cards for a card
- Move a card
- Get taskboard lanes for a card
- Update a card
- Card Scoring
- Card Type
- Comment
- Connections
- Get a list of child board connections
- Get a list of child cards
- Connect a parent card to one or more child cards
- Create parent and child connections
- Delete all connections by board id
- Delete Connections
- Get a list of parent board connections
- Get a list of parent cards
- Get drill through statistics for child boards
- Custom Field
- Custom Icon
- Lane
- Planning Series
- Create a new planning increment
- Create a new planning series
- Delete a planning increment by id
- Delete a series by id
- Get a specified planning increment
- Get a specified planning series
- Get a list of increments for a planning series
- Get a list of planning series for an account
- Update an existing planning increment
- Update an existing planning series
- Tags
- Team
- Token Auth
- User
- User Invitation
- Application API - v1 (Legacy)
- User Provisioning API
- User Provisioning Capabilities
- User Provisioning API Getting Started
- User Provisioning API: Create a User
- User Provisioning API: Delete a User
- User Provisioning API: Get Information About a User
- User Provisioning API: Search for a User
- User Provisioning API: Update A User (PATCH)
- User Provisioning API: Update a User (PUT)
- v2 TestReview
- Application API - v2
- SAFe Methodology
- Implementing SAFe in AgilePlace
- Implementing at the Value Stream Level
- Implementing SAFe At The Portfolio Level
- Implementing SAFe At The Program Level
- Implementing SAFe at the Team Level
- Introduction to AgilePlace’s SAFe Templates
- Managing SAFe Objectives and Risks
- Managing Your Implementation Using The Implementation Railway
- Quantitative SAFe Metrics in AgilePlace
- Implementing SAFe in AgilePlace
- Support
- Product Releases
- Archive
- 2025 Archive
- 2024 Archive
- 2023 Archive
- January 2023 Release Notes
- February 2023 Release Notes
- March 2023 Release Notes
- April 2023 Release Notes
- May 2023 Release Notes
- June 2023 Release Notes
- July 2023 Release Notes
- August 2023 Release Notes
- September 2023 Release Notes
- October 2023 Release Notes
- November 2023 Release Notes
- December 2023 Release Notes
- 2022 Archive
- 2021 Archive
- January 1, 2021 Release Notes
- January 8, 2021 Release Notes
- January 15, 2021 Release Notes
- January 22, 2021 Release Notes
- January 29, 2021 Release Notes
- February 5, 2021 Release Notes
- February 12, 2021 Release Notes
- February 19, 2021 Release Notes
- February 26, 2021 Release Notes
- March 5, 2021 Release Notes
- March 12, 2021 Release Notes
- March 19, 2021 Release Notes
- March 26, 2021 Release Notes
- April 02, 2021 Release Notes
- April 09, 2021 Release Notes
- April 16, 2021 Release Notes
- April 23, 2021 Release Notes
- April 30, 2021 Release Notes
- May 07, 2021 Release Notes
- May 14, 2021 Release Notes
- May 21, 2021 Release Notes
- May 28, 2021 Release Notes
- June 04, 2021 Release Notes
- June 11, 2021 Release Notes
- June 18, 2021 Release Notes
- June 25, 2021 Release Notes
- July 2, 2021 Release Notes
- July 09, 2021 Release Notes
- July 16, 2021 Release Notes
- July 23, 2021 Release Notes
- July 30, 2021 Release Notes
- August 2021 Release Notes
- September 2021 Release Notes
- October 2021 Release Notes
- November 2021 Release Notes
- December 2021 Release Notes
- 2020 Archive
- April 10, 2020 Release Notes
- April 17, 2020 Release Notes
- April 24, 2020 Release Notes
- April 3, 2020 Release Notes
- August 14, 2020 Release Notes
- August 21, 2020 Release Notes
- August 28, 2020 Release Notes
- August 7, 2020 Release Notes
- December 11, 2020 Release Notes
- December 18, 2020 Release Notes
- December 4, 2020 Release Notes
- February 14, 2020 Release Notes
- February 21, 2020 Release Notes
- February 28, 2020 Release Notes
- February 7, 2020 Release Notes
- January 10, 2020 Release Notes
- January 17, 2020 Release Notes
- January 24, 2020 Release Notes
- January 3, 2020 Release Notes
- July 10, 2020 Release Notes
- July 17, 2020 Release Notes
- July 24, 2020 Release Notes
- July 3, 2020 Release Notes
- July 31, 2020 Release Notes
- June 12, 2020 Release Notes
- June 19, 2020 Release Notes
- June 26, 2020 Release Notes
- June 5, 2020 Release Notes
- March 13, 2020 Release Notes
- March 20, 2020 Release Notes
- March 27, 2020 Release Notes
- March 6, 2020 Release Notes
- May 1, 2020 Release Notes
- May 15, 2020 Release Notes
- May 22, 2020 Release Notes
- May 29, 2020 Release Notes
- May 8, 2020 Release Notes
- November 13, 2020 Release Notes
- November 20, 2020 Release Notes
- November 27, 2020 Release Notes
- November 6, 2020 Release Notes
- October 16, 2020 Release Notes
- October 2, 2020 Release Notes
- October 23, 2020 Release Notes
- October 30, 2020 Release Notes
- October 9, 2020 Release Notes
- September 11, 2020 Release Notes
- September 18, 2020 Release Notes
- September 25, 2020 Release Notes
- September 4, 2020 Release Notes
- 2019 Archive
- August 16, 2019 Release Notes
- August 2, 2019 Release Notes
- August 23, 2019 Release Notes
- December 13, 2019 Release Notes
- December 20, 2019 Release Notes
- February 1, 2019 Release Notes
- February 15, 2019 Release Notes
- February 22, 2019 Release Notes
- February 8, 2019 Release Notes
- January 11, 2019 Release Notes
- January 18, 2019 Release Notes
- January 25, 2019 Release Notes
- January 4, 2019 Release Notes
- July 19, 2019 Release Notes
- June 28, 2019 Release Notes
- June 7, 2019 Release Notes
- March 15, 2019 Release Notes
- May 17, 2019 Release Notes
- November 22, 2019 Release Notes
- October 18, 2019 Release Notes
- October 4, 2019 Release Notes
- 2018 Archive
- Coming Soon
- Planview Labs Program
- Archive
- AgilePlace Enablement Webinars
- Integrations
- OKRs
- AgilePlace Videos
- 13 Minute Thursdays Agile Planning Q&A
- Copilot

Searching for Cards on your Board
There are three ways that you can search for cards on your board:
Search for Cards Using CTRL + F
To search for cards on a board using CTRL + F, click the CTRL button and the F button on your keyboard simultaneously. This will reveal a search bar at the top of your board.
Begin typing a portion of the title text for the card you're looking for in the search field. This will navigate you to the card on the board. The card, along with any text matching your search, will be highlighted as well.

Click to enlarge
Search for Cards Using the Board Filter
You can utilize the board filter to search for cards based on several criteria:
- card titles or headers
- cards that have or have not had activity in a specified time frame
- cards assigned to specific users
- blocked cards
- card type
- cards associated to specific dates
- cards with priority levels
- cards with tags
Check out our article on filtering cards for an in depth look at how to use the filter to find cards on your board.
Search for Cards Using the Card Search Dialog

Click to enlarge
The card search menu provides a number of different criteria and combinations to help you find the particular card(s) for which you are looking. The card search requires either a search term or an assigned user to be specified. You can enter an asterisk in the search field as a wildcard that will match any text. The Search button will be disabled until one of these values is specified.
With the card search dialogue you can conduct an advanced search that allows you to:
- search for particular text in the title or description fields of cards
- specify which parts of the board(s) to search in
- include additional search fields and locations
- search for cards based on assigned users
- limit your search to cards added before or after a certain date
- restrict your search to specific card types
- restrict your search to specific custom icons
And once you've searched for a card and you are viewing your search results you can:
- view specific info about the card(s) you've searched
- open specific cards
- navigate to a card's location on the board
Search for Particular Text in the Card's Title or Description Fields

Click to enlarge
To search for specific text included in a card's title or description, type the desired text in the field labeled Search. By default, the search finds all cards that match this criteria by looking in the cards’ title and description fields.
The term does not need to match the entire text contained in the title or description field. For example, searching for "report" will match a card that has the title “Submit TPS reports to boss.” You can include additional fields in the search using the Include options (see Including Additional Search Fields and Locations below).
However, to search for a card without knowing its specific location on the board, check each box under Search In to ensure that the search covers all areas of the board. If you know which area of the board the card you’re looking for is in, follow the steps below to further narrow your search.
NOTE
If no search term is specified, the Search button will be disabled until a term is specified or you elect to search based on Assigned Users (see Search Card Assignment).
Specify which Parts of the Board to Search

Click to enlarge
To specify areas of the board to include in your search, check the boxes under Search In to include the following:
- Backlog: Located on the left side of the board, this area of the board usually represents work that has not been started.
- Board: This is the main execution area of the board that represents the process that the cards are being worked through.
- Recent Archive: This area on the right side of the board represents work that has been completed recently in the last 14 days.
- Archive >14 Days: Checking this option includes cards that are grouped into a Cabinet Card in the Archive (i.e. cards that have been in the Archive longer than 14 days.)
You can select any combination of these sections to narrow your search results. To search for all cards across the entire board, check them all. By default, the board section is the only selected section.
Include Additional Search Fields and Locations

Click to enlarge
By default, the specified search term is matched against a card’s title and description fields for cards on the current board. With the Include options, you can expand the fields that will be searched and (depending on your AgilePlace account edition) even expand the search to include all boards that you have access to as well as cards inside taskboards.
- All Boards (available in certain editions): Allows you to expand the search to include all boards to which you have access.
- Comments: Allows you to include any card comments to match against the search term.
- Tags: Allows you to include a card’s tags to match against the search term.
- External Card IDs (available in Select edition and above): If Card IDs are enabled for the current board, this allows you to include this value to match against the search term.
- Taskboards: Allows you to expand the search to include cards contained within taskboards. All other criteria options will be honored when matching against the search term. For example, if Comments is selected, the search will also try to match on a taskboard card’s comments.
Search for Cards Based on the User(s) Assigned to Them
To search for cards based on assigned users, check the box next to Assigned Users.

Click to enlarge
This is the only search criteria that does not require a search term to be specified in the Search field. Therefore the Assigned User criteria can be used to search for cards assigned to particular users, such as “All cards assigned to me” or in combination with other criteria.
In the Find User field, start typing the name of the user you wish to find select.

Click to enlarge
A suggestion list will open and allow you to select the user you are looking for. You can continue to add users to the list. After adding the users whose cards you want to search for, click Done to close the dialog.
The selected users will be listed as part of the search criteria.
NOTE
Click the remove icon next to the user’s name to remove the user from the list.
Limit the Search to Cards Added Before or After a Certain Date

Click to enlarge
Click the date fields. Either use the date picker to click on the desired date, or type the date in the date field.
You can use this to search for cards added:
- after a specified date
- before a specified date
- or within a specified time frame between the two dates.
To restrict your search to particular card types:
Click Select Options under Card Types.

Click to enlarge
Then select the card types you wish to include in the search. If no card types are selected, the search will include all card types. Multiple card types can be searched at one time by clicking more than one in the dropdown menu.
Restrict Your Search to a Particular Custom Icon (labeled "Class of Service" by Default)
Click Select Options under Custom Icon (or whatever the customized name for your custom icons is for this board).

Click to enlarge
Then, select the custom icons you would like to include in your search. If no Custom Icons are selected, the search will include all Custom Icons. Multiple Custom Icons can be search at one time if desired.
Search results
Clicking the Search button will return the matching results in the bottom section of the search dialog.

Click to enlarge
The search results include a number of attributes about a card. By default, the cards are ordered by the date that they are added to the board but this can be changed by clicking on the column headers to sort by one of the other attributes.
- Date: The date that the card was added to the board.
- Users: The avatars (small personal image) of any users that are assigned to the card. Hovering the pointer over the avatar will display the user’s full name.
- Title: The title of the card.
- Type: The card type and associated color of the card.
- Location: The path to the lane that the card is located. If the All Boards option has been selected and the returned card is contained on a different board, the name of that containing board is also included. Note: Clicking on the location value will close the Search Dialog and navigate the board to the card and will give a visual indication of the selected card.
- visual indicators: The last column in the results contains any visual indicators such as priority, blocked, or due date indicators.
Open a Card from the Search Results
To open a card's details directly from the search dialog, click the icon in the left-most column.

Click to enlarge
Clicking on this icon will open that card’s edit dialog. If the selected card is a contained on a taskboard, the containing card will be opened first to the taskboard and then the taskcard will be opened.
Navigate to a Card’s Location from the Search Results
Click the lane name in the Location column.

Click to enlarge
Clicking on the location will close the search dialog and scroll the board to the card and provide a visual indicator of the selected card. The card will be highlighted on the board for easy viewing.