The job of this console
Type, open the right record, then work on that screen. If search misses, the register is still the source — try Project list or Employees.
Project · Discovery
Global Search
Find entities quickly when exact location is unknown, instead of browsing multiple lists.
Workspace-wide search across projects, tasks, and related records with permission-aware results.
Discovery
Find the record when you do not know the list
Global search finds entities quickly when the exact list is unknown. It is an index over sources — projects, people, files — not a place to create them.
Projects · Search
Route
/project/search
Anyone with search access
Seat at the table
General users. Sensitive hits still honor persona masking.
The working rhythm
Query, scan types, open, work. Refine if the first hit was a comment not the project.
Moments that bring you here
A client name you cannot spell. A ticket ID in Slack. After a reorg when folders moved. When you would otherwise click five menus.
ⓘ
Index, not master
Create and edit on the owning register. Masked snippets must not reveal salary or medical text.
Overview
Global Search indexes records you can access and is optimized for quick cross-module lookup.
Screen layout
Input: Header search entry.
Output: Result groups with navigable links into projects, tasks, and related entities.
Header & filters
Search is permission-aware; inaccessible records are not returned.
Summary & charts
Result grouping and relevance help prioritize exact title matches and keyword-adjacent hits.
Main content & actions
Open result links directly to destination pages and continue with scoped operational actions.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Global searchCross-module query across projects, tasks, people, files.
- ✓Type filtersLimit results to entity type.
- ✓Recent searchesQuick re-run prior queries.
- ✓Keyboard shortcutFocus search from anywhere (web app).
Before you start
💡
Cmd+K habit
Train muscle memory — faster than sidebar for known project names.
ℹ️
Permission boundary
Search never shows records your role cannot open directly.
Who uses this screen
Power users finding projects, tasks, people, files, and notes across Tracopus — global search with type filters and keyboard shortcut.
ℹ️
Cross-module discovery
Faster than navigating registers when you know a keyword — use type filters to narrow results.
Key concepts
Global search
Single query box searches projects, tasks, people, files, notes.
Type filters
Limit to entity type after initial query.
Recent searches
Re-run prior queries from dropdown.
Keyboard shortcut
Focus search from anywhere in web app (typically Ctrl/Cmd+K).
Permission-aware
Results only include records your role may view.
Permissions
| Role | Access on this screen |
|---|---|
| All authenticated users | Search within permission scope. |
| Admin | Broader index including archived if configured. |
| Guest | Reduced index — assigned projects only. |
| Same as register access | No elevation via search. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Search input | Query string. | Min 2 chars typical. |
| Type filter chips | Project/Task/Person/File/Note. | Combine with query. |
| Result row | Title, snippet, module badge. | Click to navigate. |
| Recent searches | History dropdown. | Clear history option. |
| Keyboard shortcut | Open search palette. | See interface guide. |
| Advanced (if enabled) | Date/team qualifiers. | Power users. |
| No results help | Spelling, filters. | Link to docs. |
Common mistakes
⚠️
Searching before login scope loads
Incomplete index — wait for app shell ready.
⚠️
Too-broad single char
Performance — type full keyword.
⚠️
Expecting hidden private projects
Sharing flags exclude from index — normal.
FAQ
Does search include chat?
Org config — often messages excluded or limited.
Mobile search?
Mobile has scoped search — not full global index.
Search syntax?
Quotes for exact phrase on some deployments.
Index delay?
New records appear within minutes — not always instant.
Workflows
- Type at least 2 characters in search.
- Review grouped results.
- Open destination page from result item.
Tips & best practices
Tip: Include project ID fragments or account keywords for fastest high-confidence matches.
More guidance
💡
Remember
Single query box searches projects, tasks, people, files, notes.
ℹ️
Does search include chat?
Org config — often messages excluded or limited.