Search

Find anything in your workspace instantly with powerful global search.

The Search feature provides quick access to all your content across issues, meetings, documents, files, and database entries. Using a combination of text matching and AI-powered semantic search, you can find exactly what you need even if you don't remember the exact words.

To open Search, press Cmd+K (Mac) or Ctrl+K (Windows/Linux), or click the search button in the header. You can also press / when not in a text field.

Understanding Search Types

The search system uses two complementary approaches to find your content:

Search Type	How It Works	Best For
Text Search	Matches exact words and phrases	Finding specific IDs, names, or keywords
Semantic Search	AI understands meaning and context	Finding related content, similar concepts
Hybrid Search	Combines both for best results	General searching (default mode)

When you search, results that match both text and semantic criteria are boosted to appear higher in the results.

Using the Command Palette

The command palette is your central hub for searching and navigating your workspace.

Opening the Command Palette

Method	Action
Keyboard shortcut	Press Cmd+K (Mac) or Ctrl+K (Windows/Linux)
Slash key	Press / when not typing in a field
Header button	Click the search button showing "Search"

Search Interface

When you open the command palette, you'll see:

Recent Records - Your recently viewed items appear automatically, making it easy to return to what you were working on.

Search Input - Start typing to search across all content. Results appear as you type with a brief delay for optimal performance.

Filter Tabs - After entering a search query, filter tabs appear to narrow results by type.

Filtering Results

When searching, you can filter by content type using the toggle buttons:

Filter	Content Searched
All	Issues, meetings, documents, files, database entries
Issues	Tasks, risks, assets, and decisions
Meetings	All meeting records and transcripts
Documents	Document titles and content
Files	File names and metadata
Database	Database entries (when module is enabled)

Select a filter to show only that type of content in your results.

Search Results

Each search result displays:

• Display ID - The unique identifier (e.g., TSK-001, MTG-042)
• Type Badge - Color-coded indicator showing the record type
• Title - The name or title of the item
• Snippet - A preview of matching content

Click any result to navigate directly to that item.

Result Ranking

Results are ranked by relevance using these factors:

1. Text match score - How closely your query matches the content
2. Semantic similarity - How related the content is to your search meaning
3. Combined boost - Items matching both criteria rank higher

AI Mode

Toggle AI mode to start an AI conversation instead of searching.

Activating AI Mode

1. Open the command palette with Cmd+K
2. Click the sparkle icon in the search input
3. The input changes to "Ask AI anything..."
4. Type your question and press Enter

AI Mode Features

Feature	Description
Text Questions	Ask questions about your workspace
File Attachments	Click the paperclip to attach files for AI analysis
Context Aware	AI has access to your workspace data and context

When you press Enter in AI mode, a new AI conversation opens in the chat panel.

Semantic Search Details

Semantic search uses AI embeddings to understand the meaning behind your query, not just the words.

How It Works

1. Your search query is converted into a mathematical representation (embedding)
2. This is compared against embeddings of all indexed content
3. Results are ranked by similarity in meaning, not just word matching

Benefits

Capability	Example
Synonym matching	"budget" finds "financial plan", "costs", "expenses"
Concept matching	"team communication" finds chat channels, meetings, updates
Context understanding	"Q1 goals" finds relevant milestones and tasks

Requirements

Semantic search requires the vectorSearch capability in your workspace subscription. Without it, search gracefully falls back to text-only matching.

What Gets Indexed

The search index includes content from these record types:

Record Type	Indexed Content
Issues	Title, description, type, status, comments
Meetings	Title, description, transcript, notes
Documents	Title, full document content
Files	File name, type, metadata
Milestone Plans	Name, description, milestone details
Database Entries	All field values and descriptions

Content is automatically indexed when created or updated, keeping search results current.

Access Control

Search results respect your workspace permissions:

• Private content - Only shown if you have explicit access
• Published content - Shown based on your role permissions
• Shared content - Shown if shared with you, your team, or organization

You'll never see search results for content you're not authorized to access.

Keyboard Shortcuts

Action	Shortcut
Open search	Cmd+K / Ctrl+K
Open search (alternate)	/
Close search	Esc
Navigate results	Arrow Up / Arrow Down
Select result	Enter
Toggle AI mode	Click sparkle icon
Start AI conversation	Enter (in AI mode)

Tips for Effective Searching

Use Specific Terms

Include unique identifiers or specific phrases when you know them:

• Search "TSK-042" to find a specific task
• Search "Q1 planning meeting" for context-specific results

Try Different Approaches

If text search doesn't find what you need, try describing what you're looking for:

• Instead of "budget spreadsheet" try "financial planning document"
• Instead of "John's task" try "assigned to John"

Use Filters

Narrow results with type filters when you know what you're looking for:

• Filter to "Meetings" when searching for a discussion
• Filter to "Documents" when looking for written content

Check Recent Records

Your recently viewed items appear when you open search with no query - often the item you need is right there.

Frequently Asked Questions

Why don't I see semantic search results? Semantic search requires the vectorSearch capability. Check your workspace subscription or contact your administrator.

How quickly is new content searchable? Content is indexed immediately when created or updated. New items are searchable within seconds.

Can I search within a specific date range? The command palette doesn't support date filters. Use the filter options within each app (Issues, Meetings, etc.) for date-based filtering.

Why are some results not appearing? Search respects access control. You only see results for content you have permission to view.

Does search work offline? No, search requires a connection to the server to query the index and retrieve results.