Search

Opening it

Choose Search, the first row in the left-hand rail, or press Cmd+K on a Mac and Ctrl+K on anything else. The shortcut works on every page of the staff app, so you do not have to go back to a list to find something.

Before you type, the box lists the pages you opened most recently in this browser, so the request pack you were just working on is one press away.

What it matches

Type two or more characters. Results appear as you type, in groups, with up to eight in each group. Names that begin with what you typed come first.

Businesses and people: by name or reference.
Request packs and requests: by their title, and by the name of who they are for. Typing a business’s name brings up its work even when no title mentions it.
People: by name or email.
Files: by filename.
Templates: by title.
Notes: your team’s notes on a business or person, so a note saying who to chase and when is one search away.

The keyboard

The arrow keys move through the results. Enter opens the highlighted one, or the first if you have not moved. Escape closes the box.

Where a result opens

A business or person opens Request packs, narrowed to their packs. A pack opens its own page, and a request opens inside its pack. A person answering opens the People answering tab of the business or person they answer for. A file opens the request it was sent to, or the Files page if it is no longer on one. A note opens the Notes tab it was written on. A template opens the template’s page, where you can read it or start a pack from it.

The full page

Choose See all results, the last row in the box, to open the full results page at /search. It shows the same groups with a count beside each and up to 20 results in every group. Use it when a common name, such as a request called Bank statements, matches more than the box can show.

The shortcut waits while you type. Cmd+K does nothing while your cursor is in a field or another dialog is open, so it never swallows something you were writing. Finish, or click out of the field, and press it again, or choose Search in the rail.

Keyboard shortcuts

Press ? on any staff page for the list. Besides Cmd+K or Ctrl+K for search, g followed by a letter goes somewhere, and the second key has to arrive within a second:

g then o or w: Request packs.
g then r: All requests.
g then t: Templates.
g then f: Files.
g then m: Team.
g then p: Team, on its People answering tab.
g then s: Settings.

Escape closes a dialog or the search. Shortcuts wait while you are typing in a field or have a dialog open.