Kaana

The search bar at the top of the page searches across:

- Projects
- Tasks
- Contacts
- Documents
- Organizations
- Issues

Click the search bar (or press <code>/</code>)

1. Click the search bar (or press <code>/</code>)
2. Type your search term
3. Press Enter or click Search
4. Results appear organized by type

- Click a result to go directly to it
- See top matches from each category
- Press Enter for full search

Finds items with exactly "project kickoff"

Finds "Marketing", "Benchmark", "Mark Smith"

Space-separated terms find items with all terms:

Finds items containing both "budget" and "2024"

- Projects only
- Contacts only
- Documents only
- etc.

- Last 7 days
- Last 30 days
- Custom date range

- Active only
- Completed only
- All statuses

- Project name
- Description
- Owner name
- Tags

- Name
- Email address
- Company
- Phone number

- File name
- Description
- Tags
- Uploader

- Task title
- Description
- Assignee name
- Project name

- Click the search bar
- See recent searches
- Click to search again

- Access from your profile
- See what you've searched
- Quick access to past searches

- "Q4 budget review" instead of "budget"
- "John Smith Acme" instead of "John"

- Project codes
- Client names
- Specific dates

- Double-check names
- Try alternate spellings
- Use partial matches

- Narrow by type
- Filter by date
- Sort by relevance

- File contents (only file names)
- Archived items (by default)
- Data from other tenants

1. Check spelling
2. Try different terms
3. Use partial words
4. Clear filters
5. Check the correct section
6. Verify you have access

Learn how to effectively search and find what you need in Kaana.

Search Tips

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Shortcut	Action
`/`	Focus search bar
`Enter`	Execute search
`Esc`	Close search
`↑` / `↓`	Navigate results

Search Tips

Using the Search Bar

Basic Search

Quick Results

Search Techniques

Exact Phrases

Partial Matches

Multiple Terms

Filtering Results

By Type

By Date

By Status

Category-Specific Search

Projects Search

Contacts Search

Documents Search

Tasks Search

Recent Searches

Search History

Keyboard Shortcuts

Tips for Better Results

Be Specific

Use Key Terms

Check Spelling

Use Filters

What's Not Searched

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