Search

Searching in Workzone can be used in dedicated areas like Projects, or on a larger global scale to search across modules.

Search Projects and Tasks

If the information is sought inside the Projects area, enter a term in the search box (the box with Search for a project or a task inside) at the top and click the magnifying glass or press the Enter/Return key.

Results will be limited to the top 10 results from content in Projects. Workzone will prioritize Active project results over projects of other states in the regular search, so only tasks from Active projects will show up in these initial results.

In the results, clicking Advanced Search will give access to the full search tool that yields more and broader results.

Global Search

To globally search all the different area's of Workzone, click the magnifying glass icon in the top (right) navigation area of any page.

To conduct a search, enter a keyword or phrase in the Search for: box and click Search. The search will include only items from the workspace(s) designated in the far top left:

Items matching your search term will be shown on the search results page. In addition to the total number of results, you will see how the matches break down by the information category where they were found — Documents, Projects/Tasks, Comments, Calendar Events, Messages, and Project Requests — with links to each type of results.

Scroll down to see the results or click on one of the type links (highlighted below) to jump to that category in the results list.

In the results list, the selected keyword or phrase will be highlighted in yellow to help you understand why the document was selected.

Click the “save” link to the far right of any document in the search results list to download the document.

Click on the underlined link for any search result to go to the page for that item, from where you can open the item (document) or see details and comments for the item.

By default, Search looks for results that have all of the words you have entered into the search box. To broaden your search (to any of the words) or narrow your search (to exact phrase), click the Advanced Search at the top of the page.

Advanced Search

By default, search (the magnifying glass in the top right) looks for results that have all of the words you have entered into the search box. Advanced options are found by click the Advanced Search link, as shown here:

Default results have each of the words entered in the Search for: box, in any order, anywhere in the content, not necessarily in the exact order you have entered them. For example, a search for “direct mail insert” will show results that include “direct mail insert”, as well as results that contain “insert for direct mail” and “insert the mail in the direct…”.

To narrow a search to find exactly what is entered, from the Contains options, select Exact phrase. In the above example, this will only find matches that have “direct mail insert” in this exact order.

To broaden your search to include any (but not necessarily all) of the words in the search box, select Any of these words. In the above example, this will find items that have any of “direct” or “mail” or “insert”, but not necessarily all of these words.

Advanced Search can further narrow by:

• Information - Check the box(es) for the content area(s) to search, Documents, Comments, Calendar, Projects/Tasks, Messages, and Projects Requests. By default, all content areas are selected.
• Date Created - Specify the desired time period. Select the first circle to use a drop-down menu with predefined time periods, Anytime (default), Past 3 months, Past 6 months, or Past year. Select the second circle to specify the exact date range (start and end) you wish to search.
• User - A dropdown list will appear that allows you to narrow your search from among the users with access to the the designated workspace(s).
• File Type - A drop-down list will appear that allows you to choose from several frequently used file types.
• File Size - A drop-down list will appear that allows you to choose a file size range.

Advanced Search can further narrow by:

• Information - Check the box(es) for the content area(s) to search, Documents, Comments, Calendar, Projects/Tasks, Messages, and Projects Requests. By default, all content areas are selected.
• Date Created - Specify the desired time period. Select the first circle to use a drop-down menu with predefined time periods, Anytime (default), Past 3 months, Past 6 months, or Past year. Select the second circle to specify the exact date range (start and end) you wish to search.
• User - A dropdown list will appear that allows you to narrow your search from among the users with access to the the designated workspace(s).
• File Type - A drop-down list will appear that allows you to choose from several frequently used file types.
• File Size - A drop-down list will appear that allows you to choose a file size range.