There are a variety of ways to search for and access your Cards:

Project Library

Everything in your Project lives in the Project Library. 

Click the bookcase icon in the sidebar,  to open the Project Library, then click the Cards tab. This will show all Cards for this Project (except Cards that are in a vault you don't have access to).


From here, you can search by Card name or content, by typing into the Search bar. Lumi searches for every word on every card and document. 

Filter a Search in the Project Library

You can narrow your search by filtering by Category, Field, Vault, User (who created the Card), Time (when the Card was last edited), etc.


Click "Advanced Search" on the top-right to access the filters.

Select your filters from the drop-down menus.


Filter Search by a specific Field Value

You can filter your search by a particular field value, or multiple field values. For example, all female applicants who can sing and dance, who received a casting rating of A or B.

  1. Select the Field/s you want to filter by. The relevant values drop-down menu/s will appear. 
  2. Select the value/s you want to filter by. Only Cards with this value will show.


In the following example, "Audition release signed" is the Field, and "Yes" and "No" are the Field Values.


Sidebar Search

Click the Search icon  in the sidebar.

This is a quick and useful tool for navigating Lumi. It will display your recently opened Cards, documents, Boards, etc.


You can start typing the Card name or content in the search box.


You can also filter by Card Category by clicking the filter button  and selecting a Category.

Or, you can expand the Card Categories drop-down in the sidebar, and click on a Category to open all Cards for that Category in the Library view.


Project Dashboard

There are a number of ways you can access Cards from your Project Dashboard.

You can add an individual Card to your Project Dashboard by opening a Card, clicking the three dots in the top right, and selecting "Add to Dashboard". This is handy for Cards you will be using frequently.


You can save Card Categories to your Dashboard. 

Then, by clicking on the Card Category on the Dashboard, Lumi will open the Library view of all Cards of that Category.

For more information on adding items to your Dashboard, click here.


Favourites

You can add your frequently used Cards to your "Favourites". 

Click the star icon on the top-right of the Card to add to Favourites.

Note, you can also favourite Boards, Lists, Kanbans and Rundowns. 


Favourites are accessed in the sidebar by clicking the star icon. You can click into your favourite Cards from here.


Saved Searches

Saved searches can save you lots of time and automate some of your workflows. 

In the following example, I've searched for Celebrities (Category), who are funny (Field Value).

  1. Go to the Project Library.
  2. Filter your search by a keyword, by Category, by a Field, or all of the above.
  3. Click "Save".
  4. Name your search, and select whether you will "Share to project", and "Show results on my project dashboard"

"Share to project" makes the search accessible on the Sidebar for anyone in the Project to use. 

"Show results on my Project Dashboard" displays the Cards as a list on the Dashboard. You can click into the Cards from the Dashboard.

If you manage daily content (ie a Radio Show, a Daily TV Show, or a Daily Podcast), you could save a search with a date field set to "Today" allowing any Cards with today's date to automatically populate that search. 

Here is an example of Today, Tomorrow and Coming Up saved searches on the Dashboard for a fictional sports broadcasting show.  

The Cards will auto-populate each day based on the date field on the Card..

To create a saved search from a Date Field, you need to set up the Field and link it to your Card Category.

For more on adding fields to Card Categories, click here.

Next, go to the Project Library, filter your search by the Field e.g. TX Date, then select your date range.

Save the search by clicking "Save" in the top right corner and add it to the Dashboard.


Access Cards from Lists, Boards and Kanbans

You can also access a Card from any List, Board or Kanban where it is being used.