Search & Filter
Search in the parent navigation
The search function is always available in the top-level navigation bar and allows you to quickly find items without having to open a specific project first.
You can search across all projects using any search term, such as a name. The search results display tasks & topics, documents, folders, contacts, and meetings, and can be sorted by relevance or date modified. If a phone number is on file, you can call contacts directly from the search results.
To narrow your search to a specific project, you can select it. Only search results from that project will then be displayed. You can expand the search to include all projects again at any time.
The expanded view allows you to display all search results for a specific division—such as all tasks or documents—together.
In addition, you can switch between the sorting criteria "Relevance" and "Modification Date." When sorting by "Relevance," various factors are taken into account to display the items that are likely to be most important to the user at the top. When sorting by "Modification Date," the most recently modified items are displayed at the top.
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Search directly within the project
Within a project, you can search directly for an element, which displays the results immediately in the corresponding division. The search works according to the same principle for all elements. In the document repository, for example, you can search using the search field in the menu bar, and the results are displayed directly in the document repository. A search term is found if it matches a complete word or appears at the beginning of a word. For example, when searching for “final invoice,” the search terms “final” or “invoice” will also yield a match, but “invoice” will not, since it does not appear at the beginning of a word.
If the search term contains special characters or quotation marks, items with different special characters will also be found, since certain characters are treated as word separators.
The following characters are treated as delimiters in the search field: space, " ", ,, :, ;, /, \, &, +, %, [, ], (, ), ?, =
The following characters are not treated as delimiters, but the string will also be found when searching for its individual parts: -, _
The following character is treated as a separator only if it appears exactly once in the search term: .
In addition, the results can be sorted by various criteria, such as name or date. The available sorting criteria depend on the type of items and may therefore vary in other divisions. To simplify the search, additional filter criteria can be set using the filter function.
In the document repository, you can also use the search bar to specify whether to search only by name or by name, metadata, and content. By default, all information is searched.
By expanding the search criteria, you can include additional divisions in the search—for example, changing the search scope from "All Tasks" to "All." In this case, the search will also include information, decisions, and topics.
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Filter Function
In all divisions, views can be filtered by criteria, allowing you to display only the relevant items. The specific criteria available depend on the item in question. In the menu bar, you can switch between the view, sorting, and filter criteria. The options for view and sorting also vary here depending on the element.
Using the filter function, you can set filters based on various criteria and combine them as desired. Additional visibility filters are available at Project Administrators to review the visibility settings. For more information, see the following article: Visibility & Permissions.
When using checkboxes, the filter is applied as soon as a checkbox for a criterion is selected. If multiple filters for the same criterion can be combined, by default only results that meet all selected criteria are displayed. Using the OR operator, however, ensures that all results that meet at least one of the criteria are displayed. Filter criteria such as Categories or Document Properties can be defined in the project settings.
The timeline can be used to narrow down a date range. Using the date selector, you can choose a specific day on the calendar or set a dynamic range, such as the last 7 days. With a dynamic filter, the date adjusts automatically so that the selected time period is always displayed, regardless of when the filtered view is opened. In combination with favorites, filtered views can be saved, allowing you to compile helpful, recurring reports. For more information on favorites, see the following article: Favorites.
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Updated on: 30/07/2026