Skip to main content

 

Planview Customer Success Center

Using Search

You can search for documents, document tags, folders, boards, cards, milestones, and activities in all workspaces you are a member of. By default, titles, descriptions, and all comments are included in the search, while items in archived workspaces are excluded from the search results. 

To search in ProjectPlace:

search numbered.png

  1. Type the name or title of any object in the search bar. (Use the start of the word and not the middle of it, for example if searching for a card titled "duration", try "dur" and not "uration".)
  2. Produce more relevant search results using one or a combination of these methods:
    1. Boolean search, which is a type of search that combines key words with operators. ProjectPlace supports the following operators:
      • + signifies AND operation
      • | signifies OR operation
      • - negates a single token
      • " wraps a number of tokens to signify a phrase for searching
      • * at the end of a term signifies a prefix query
      • ( and ) signifies precedence
      • ~N after a word signifies edit distance (fuzziness)
      • ~N after a phrase signifies slope amount
    2. Click the filter icon filter icon.png to open the filter pane, where you can narrow down the search results by any of these attributes:
      • Workspace
      • Content type (documents, boards, cards, activities, milestones, and conversations posts)
      • Matching (such as in a card's title or comments)
      • Tags
      • Custom fields
  3. Items matching the specified criteria appear in the Results dropdown menu. You can hover over an item to see a preview, or click the item to navigate to it.
  4. To clear all applied filters, click Reset at the top of the filter pane.