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

1

Basic Search

• Click the search bar (or press /)

• Type your search term

• Press Enter or click Search

• Results appear organized by type

2

No Results Found?

• Check spelling

• Try different terms

• Use partial words

• Clear filters

• Check the correct section

• Verify you have access

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

What's Not Searched

• File contents (only file names)

• Archived items (by default)

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