Project Library & Searching

What is a Saved Search?
Saved searches are awesome, they can save you heaps of time and automate some of your workflows. Simply go to the Project Library, filter your search by a k...
Tue, 2 Jun, 2020 at 10:17 AM
How do I filter a search?
To filter your search, hit the bookcase icon and go to the Project Library. You can filter a search by choosing Cards or Files etc and then filter furthe...
Tue, 2 Jun, 2020 at 10:10 AM
How do I search documents?
You can find and access all files and media in your Project via your Project Library. Hit the bookcase icon on the far left. Here you can narrow down your ...
Tue, 2 Jun, 2020 at 10:15 AM
How do I search phone numbers or contacts?
To search phone numbers and contacts, hit the bookcase icon and go to the Project Library. Select "Contacts" underneath the search bar to searc...
Tue, 2 Jun, 2020 at 10:21 AM
How do I save a search?
Saved searches are awesome, they can save you heaps of time and automate some of your workflows. Simply go to the Project Library, filter your search by a k...
Tue, 2 Jun, 2020 at 10:09 AM
What is the Project Library?
Project Library Everything in your Project lives in the Project Library.  Hit the bookcase icon on the far left of your screen to access the Project Libra...
Tue, 2 Jun, 2020 at 10:07 AM
What are bulk changes?
You can update multiple Cards at the same time from the Project Library, via our bulk actions menu. The menu includes: To perform a bulk action, go to t...
Tue, 2 Jun, 2020 at 10:24 AM
How do I bulk change Card Categories?
You can change Card Categories in bulk from a search in your Project Library.  Hit the bookcase icon on the far left of your screen to access the Project L...
Tue, 2 Jun, 2020 at 2:10 PM
How do I bulk change Fields?
You can edit the field values of multiple cards at once in the Project Library.  Click the bookcase iconon the far left of your screen to access the Projec...
Mon, 11 Dec, 2023 at 4:24 PM
How do I bulk add to board?
You can add Cards to a Board in bulk from a search in your Project Library.  Hit the bookcase icon on the far left of your screen to access the Project Lib...
Tue, 2 Jun, 2020 at 2:11 PM