How to find content in your account

 

Sometimes we know exactly what we're looking for, but we just can't seem to find it! Instead of searching through your whole account every time you need to find something, check out the shortcuts listed in this article to help you get there quicker! 🔍

 

Favorites

Do you have certain Boards, Dashboards, or WorkDocs that you use often and are critical to your workflow? The favorites setting will enable you to select your preferred and most used boards and have them appear at the top of your left pane for quick, easy access! ⭐️

To favorite something, you can click on the dropdown arrow next to the board name, and select the star icon to the right of its title as so:

BC- Favorite a Board.gif

 

With the search and filter options, finding exactly what you need in your Favorites section is easier than ever! Whether you're looking for a specific board, dashboard, doc, or even a workflow, you can quickly narrow down your view by searching for an item's name or applying filters. Click on the magnifying glass icon in the left panel next to the Favorites to get to the searching and filtering options, as shown below: 

Group 12 (23).png

 

Filters allow you to organize your Favorites by asset type (boards, dashboards, docs, workflows), your role (owner or member), and privacy level (Main, Private, Shareable). And, of course, you can type the item’s name directly into the search bar to locate it!

Copy of WF- Preview form - 2025-04-08T180156.952.gif

 

Search Everything

Search Everything allows you to search for anything across all of your boards! To get there, just click the little magnifying glass icon at the top right corner of your screen.

BC- Search Everything Icon.png

From the Search Everything field, you can search for a specific update, account member, file, tag, and much more!

 

Filter items in your workspace

Finding items in your workspace can be tricky—especially if you're not sure what they're called. Use the quick filter or search bar in the left pane to narrow things down. Click on the magnifying glass icon and then the tornado icon to filter by asset type (boards, dashboards, docs, workflows), your role (owner or member), and privacy level (Main, Private, Shareable).And, of course, you can type the item’s name directly into the search bar to locate it!

Copy of WF- Preview form - 2025-04-08T171548.756.gif

 

Quick Search

The Quick Search is the feature to use to seamlessly move between the contents of our account! Instead of endlessly scrolling through your folders to find what you're looking for, the Quick Search allows you to easily search and navigate from one board, dashboard, workdoc, etc., to another.

To launch the Quick Search, select the following keys on your keyboard: "Command + B"  (if you use a Mac) or "Ctrl + B" (if you use a PC). Then, type the name of your desired board, dashboard, or workdoc to switch between them as fast as lightning! ⚡️

BC- Quick Search.gif

 

Tip: Read this article to learn about different ways to keep your account organized. 🙌🏼

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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