Searching in Join

Quickly search across Join to find the data you're looking for.

You have spent much time and effort entering data into Join across all your projects. Learn the best ways to explore and search that data, whether it's looking for a specific project or exploring past Items to spark ideas on your next project. Here are all the places you can search:

Searching From the Navigation Panel

Using the global search feature at the top of the Join navigation panel, you can search across all your company's projects or Items. This global search option is always available, even when you're in a project. Start by clicking the magnifying glass icon, select either All Projects, All Items, or Items in this Project (the third option is only available when you're in a project) depending on what you're looking for, and then type in your keyword in the search field. You will be presented with a short list of results that you can click on to navigate directly to that project or Item. If you'd like to see the full list of search results, click the hyperlink at the bottom of the results that says See # projects/items.

Tip: In the full list of search results, click the Details button on the right to open the Item Sidebar and explore the details without navigating away from the search results.

Searching From the Projects Page

Searching from the Projects page is similar to the global search in that you can search Projects or Programs. The main advantage of searching from here is that you can filter the results using any of the filters, and you can search across projects you have access to or across all of your company's projects.

Searching the Items List

When you are on the Items page of a project, you can use the search bar to search through all of the Items on that project. Try searching for an Item name, number, assignee, due date, etc.

Searching From the Benchmarking Page

Searching from the Benchmarking page is the same process as searching from the Projects page, which is done from the Explore sub-tab. The main difference here is that you can select which projects you would like to add to a Projects Comparisons report by clicking the checkbox in the Add to compare column.

Searching From the Item Library Page

Searching from the Item Library page is the same process as searching from the Projects page except that you can search and filter items on all projects.

 

Note: All users can search items across projects they have access to. In order to search items across all your company's projects, you must have a company role of Manager or higher.