# Search Tips

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

## Using the Search Bar

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

* Projects
* Tasks
* Contacts
* Documents
* Organizations
* Issues

{% stepper %}
{% step %}

### Basic Search

* Click the search bar (or press `/`)
* Type your search term
* Press Enter or click Search
* Results appear organized by type
  {% endstep %}

{% step %}

### No Results Found?

* Check spelling
* Try different terms
* Use partial words
* Clear filters
* Check the correct section
* Verify you have access
  {% endstep %}
  {% endstepper %}

## Quick Results

As you type, quick results appear:

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

## Search Techniques

### Exact Phrases

Use quotes for exact matches:

```
"project kickoff"
```

Finds items with exactly "project kickoff"

### Partial Matches

Search finds partial matches:

```
mark
```

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

### Multiple Terms

Space-separated terms find items with all terms:

```
budget 2024
```

Finds items containing both "budget" and "2024"

## Filtering Results

### By Type

After searching, filter by type:

* Projects only
* Contacts only
* Documents only
* etc.

### By Date

Filter by when created or updated:

* Last 7 days
* Last 30 days
* Custom date range

### By Status

For projects and tasks:

* Active only
* Completed only
* All statuses

## Category-Specific Search

### Projects Search

Find projects by:

* Project name
* Description
* Owner name
* Tags

### Contacts Search

Find contacts by:

* Name
* Email address
* Company
* Phone number

### Documents Search

Find documents by:

* File name
* Description
* Tags
* Uploader

### Tasks Search

Find tasks by:

* Task title
* Description
* Assignee name
* Project name

## Recent Searches

Your recent searches are saved:

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

## Search History

View your complete search history:

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

## Keyboard Shortcuts

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

## Tips for Better Results

### Be Specific

More specific = better results:

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

### Use Key Terms

Focus on unique identifiers:

* Project codes
* Client names
* Specific dates

### Check Spelling

Search requires correct spelling:

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

### Use Filters

After searching:

* Narrow by type
* Filter by date
* Sort by relevance

{% hint style="warning" %}
What's Not Searched

* File contents (only file names)
* Archived items (by default)
  {% endhint %}

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