Use the search to navigate easier. You can jump to projects, budgets or sales deals and use keywords to find specific data in your account.
Kresimir avatar
Written by Kresimir
Updated over a week ago

In Productive, there are several ways available for you to find what you are looking for. Specifically, the quick search, full search, and local search. Let's go through each of these functionalities.

Quick search

Quick search is located in the main navigation, but you can open it using the CTRL + S shortcut (CTRL + ALT + S for Windows and Linux).

Start typing the phrase you're looking for and you'll get the search results that match your phrase the best. A quick search will help you easily find anything in your account. It can be a deal, a project, a person, or a company...

However, note that the quick search will not find tasks.

Once you've found what you're looking for, click on that object. You will navigate to that object in full screen. This is called a jump.

Full search

You may not find what you were looking for using the quick search. In this case, we will transfer to the full search. In the quick search, type in something that does not exist and click on Search next to it:

The so-called full search will open up, allowing you to search for anything, with much more detail. At the very top is the standard search bar. Below is the segment selection. This is where you can specify whether you are looking for a project, a task, a person, etc.

To the right are some more search functionalities. First of all, the sort can sort your results by date, or relevance (only available for tasks). To the very right, you can filter your result based on some common attributes.

Local search

The quick search is usable across all segments of Productive, regardless of your position. You could be in Scheduling, and use the quick search to find a company.

The local search, on the other hand, is unique to each separate segment of Productive, e.g. Projects, Contacts, Deals... Commonly located in the top right corner, it filters all displayed data based on your input. Note that the elements universally applicable to the local search are: object name, object number, and object ID. An object is e.g. a project, a contact, or a deal...

Other data may be used in certain segments of Productive, but not all. For example, you can't use the local search to filter all Internal projects. In these cases, you are better off using the filter option:

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