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The search box functionality helps you quickly find the things of your interest and filter out unwanted tasks or Boxes. The Search box operates in two modes:

  • Text search mode, which filters information based on the Jira summary field (Boxes and tasks)

  • JQL mode filters tasks using JQL queries

The search box is available in the following modules:

  • Overview (text search only)

  • Gantt

  • Scope

  • Board

  • Risks

  • Calendar

  • Resources

  • Teams (text search only)

Search modes

The text search is the default mode. To switch to a different mode, click the icon to switch between the TEXT icon and JQL:

image-20240202-081821.pngimage-20240202-081901.pngimage-20240202-081924.png

Text search

You can use the text fields and the task key in most modules to locate your tasks. Available text fields depend on your connected tools (Trello, Jira, etc.). 

TXT search also applies to Basic tasks

For example, the search checks the contents of all text fields of Jira issues, such as:

  • Key (TXT search will also go over the task key field)

  • Summary

  • Description

  • Environment

  • Comments

  • Custom fields

    • Free text field (unlimited text)

    • Text field (<225 characters)

    • Read-only text field

In the case of the Overview module, which shows Boxes, you can text search using:

  • Box Id,

  • Box Name,

  • Box Summary,

  • Box Description.

 Search applies also to a hidden column(s). The box with results is visible once the search criteria are met. 

For example, the word 'project' is used in the description of two Boxes as below:

Text search limitations - use of square brackets

The text search does NOT support using square brackets - the Jira' text~' search applies limitations. 

JQL Search

Start typing in the search box to open the JQL drop-down, which will help you find the query.

image-20240202-082121.png

The icon will change to red if the JQL query you typed is incorrect.

For example, to search for a task in the Done status category, type in the following JQL query: "statusCategory = Done".

 "The App does NOT support ORDER BY" JQL - therefore, it can't be executed. 

Apply filters

You will see an orange dot on the filter icon when the filter is active.

Tasks that do NOT match the filter will be greyed out. This applies to parent tasks, so you can trace how lower-level tasks contribute to higher-level items.

Snipe to result

Availability

The feature is available in the following modules:

  • Gantt 

  • Scope

  • Board (Backlog)

Use the "Snipe to result" option to highlight all tasks that fit the search criteria. It works similarly to the "Ctrl+F" feature in any web browser. The whole row is highlighted not only a searched text. Tasks are visible on the WBS and chart (timeline). 

How does "Snipe to result" work?

  • Highlights all items matching the search (the currently selected task is highlighted with a darker color) 

  • Expands the task tree to make the results visible

  • It takes you to each item

  • Counts the number of matches

  • Works in both TEXT and JQL modes

You can easily switch between the results:

  • Snipe can be turned on/off at any point. Turning it on/off does NOT affect the search itself (doesn't clear it). In other words, the 'snipe' option changes how the 'search' filter behaves. It is a modification of a search filter function.

  • Tasks in the Infobar are NOT highlighted.

Note: If a filer option Show basic tasks (filters don’t apply) is active, all basic tasks are included in the search results. When you snipe between the tasks, basic tasks are included in the rotation (even when they don’t match the search query).

image-20240118-163935.png

Clear the search

To clear the search box, delete your search query, press the enter key, or click the magnifying glass button.


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