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Training: Search and saved views
Use global search with filters and save views you reuse daily.
Updated 2026-02-13
Training module: Search and saved views
Goal: find anything quickly and create reusable filtered views.
Steps
- Open
/search. - Search for a keyword you frequently look up (a person, project, vendor, or topic).
- Add filters (kind, status, date range) to narrow results.
- Save the view (so you can reuse the same filters later).
- Pin/keep your top views for daily review (example: “Waiting”, “Needs reply”, “Due this week”).
Tips
- If results look incomplete, run **Reindex** (when available) and refresh.
- Use Search as your “one place to look” instead of hunting across tabs.
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