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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.
  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.