Search
Quickly find anything across your workspace using the global search bar.
Opening Search
- Click the Search bar at the top of the page
- Or use the keyboard shortcut: Cmd+K (Mac) / Ctrl+K (Windows/Linux)
What You Can Search
Search covers six entity types, each shown as a tab in the results panel:
| Tab | What it searches |
|---|---|
| Projects | Projects in your organization |
| Cases | Cases across all projects and queues |
| Queues | Queues defined in your organization |
| Templates | Case and project templates |
| Automations | Automation rules |
| Documents | Documents attached to cases |
Click a tab to filter results to that entity type, or browse all results at once.
Search Results
Results are grouped by entity type and shown with a count per tab (e.g., Cases (16), Templates (7)). Each result shows the item name and creation date.
Quick Preview
Click any result in the list to open a preview panel on the right side without leaving the search page. The preview shows the item's details — basic details, comments, and actions — so you can review or take action directly from search results without navigating away.
Show All Results
Each tab shows a count of how many matches were found. Use the tab headers to switch between entity types and browse the full list of results for that category.
Minimum Characters
Enter at least 3 characters before results are displayed.