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How to Use the New Search Bar
How to Use the New Search Bar
Oliver Zdravkovski avatar
Written by Oliver Zdravkovski. Updated over a week ago

In this Help Doc

New & Legacy Search

Searching for Items

Search Tips

Peek Feature

Switch to the new Search bar

  1. Click on the Try our new global search experience announce bar

  2. The new Search is enabled. See Switch back to Legacy Search to disable the new Search feature.

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Switch back to Legacy Search

  1. Click the 3-dot menu

  2. Click Switch to Legacy Search

  3. You can leave your feedback

  4. Click Submit

  5. You can also skip leaving a feedback

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Give Feedback

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Click the 3-dot menu

  2. Click Give Feedback

  3. Enter your feedback

  4. Click Submit

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Search for Graphs

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Graphs" will focus result on Graphs.

  2. You can search for:

    • Graph Name

    • Member Name

    • Organization Name

    • Graph ID (Alphanumeric ID)

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Graph and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Graphs filter

  6. All Graphs will appear. Click on the desired one to open.

  7. The graph will be displayed

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Search for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default.

  2. You can search for:

    • Post Name

    • Org Area Name

    • Organization Name

    • Member Email

    • Post ID Number (numeric ID)

    • Hat Purpose

    • Hat Function

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Post and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Posts filter

  6. All posts will appear. Click on the desired one to open.

  7. If you want to open the Post on the Org Chart, click Open Org Chart.

  8. To view all graphs for this post or member, click View All Graphs.

  9. To edit the Post, click Edit Post. See steps 6-34 in Create a New Post for more info.

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Search for an Org Chart

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Org Chart" will focus result on Org Chart.

  2. You can search for:

    • Org Chart Name

    • Organization Name

    • Org Chart ID Number (Alphanumeric ID)

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Org Chart and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Org Charts filter

  6. All Org Charts will appear. Click on the desired one to open.

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Search for a Member

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member's name. You can also search by email address or post name.

  2. It will list anything related to the member's name, email address or post. Click on the desired result to open.

  3. If it's not listed, click Show all results.

  4. It will show all results that contain the keyword. In this example, it shows all Events, Posts and Graphs.

  5. If there are many results, you can filter by clicking on the desired category.

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Search for an Objective

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Objectives" will focus result on Objectives.

  2. You can search for:

    • Objective Name

    • Responsible Post Name for the Objective

    • Organization Name

    • Objective ID (Alphanumeric ID)

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Objective and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Objectives filter

  6. All Objectives will appear. Click on the desired one to open.

  7. To edit the Objective, click Edit.

  8. You can click on the Key Result to open

  9. A larger version of the Key Result will be displayed

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Search for a Key Result

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Graphs" will focus result on Key Results.

  2. You can search for:

    • Key Result Name

    • Organization Name

    • Key Result ID (Alphanumeric ID)

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Key Result and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Key Results filter

  6. All Key Results will appear. Click on the desired one to open.

  7. You can click on the Key Result to open

  8. A larger version of the Key Result will be displayed

  9. To edit the Objective, click Edit.

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Search for a Knowledge item

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Knowledge" will focus result on Knowledge items, Subjects and Glossary entries.

  2. You can search for:

    • Knowledge item Name

    • Organization Name

    • Knowledge item ID (Alphanumeric ID)

    • Knowledge Subject Name

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Knowledge item and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Knowledge items filter

  6. All Knowledge items will appear. Click on the desired one to open.

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Search for a Knowledge Subject

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Knowledge" will focus result on Knowledge items, Subjects and Glossary entries..

  2. You can search for:

    • Knowledge Subject Name

    • Organization Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Knowledge Subject and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Knowledge Subjects filter

  6. All Knowledge Subjects will appear. Click on the desired one to open.

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Search for a Glossary Entry

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Knowledge" will focus result on Knowledge items, Subjects and Glossary entries.

  2. Type the glossary entry

  3. Hover over the entry. The Peek window will appear with the glossary entry.

  4. If you need to edit the entry, click Edit. For more info, see Editing or Deleting a Knowledge Glossary Term.

  5. If it's not listed, click Show all results.

  6. Click the Glossary Entries filter

  7. All glossary entries will appear. Click on the desired one to open.

  8. The glossary entry will be displayed

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Search for an Event

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Events" will focus result on Events.

  2. You can search for:

    • Event Name

    • Event Type

    • Organization Name

    • Event ID (Alphanumeric ID)

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Event and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Events filter

  6. All Events will appear. Click on the desired one to open.

  7. The Event will be displayed

  8. To edit the Event, click Edit Event. For more info, see steps 4-11 in Edit an Event.

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Search for an Alert

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default. Prefixing search with "Alert" will focus result on Alerts.

  2. You can search for:

    • Alert Name

    • Alert Type

    • Alert Status

    • Organization Name

    • Alert ID Number (numeric ID)

    • Alert UUID (Universal Unique Identifier)

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Alert and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Alerts filter

  6. All Alerts will appear. Click on the desired one to open.

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Search for Graph Groups

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default.

  2. You can search for:

    • Graph Group Name

    • Organization Name

    • "personal graph group"

    • "graph group" for Organization Graph Group

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired graph group and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Graph Groups filter

  6. All graph groups will appear. Click on the desired one to open.

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Search for an Org Area

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default.

  2. You can search for:

    • Org Area Name

    • Organization Name

    • Org Area ID Number (Alphanumeric ID)

    • Member Name

  3. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired Org Area and it will open.

  4. If it's not listed, click Show all results.

  5. Click the Org Areas filter

  6. All Org Areas will appear. Click on the desired one to open.

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Search for Hat Functions and Purposes

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type words or phrases (using quotes) that appear the Hat Purpose or Function

  2. Results will include Posts where the search term appears in the Purpose or Function. Click on the result to show the Post on the Org Chart.

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Search in a different Organization

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. If you have more than one Organization, a globe icon will appear. Click on it to see all Organizations. "All" is the default setting, which means that when you do a search, it will check all Organizations.

  2. Select the desired Organization

  3. It will show the Organization name. You can now search in the selected Organization.

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Search for Knowledge Views

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the name of the View, partly or fully.

  2. It will list anything that contains the keyword or part of it, such as graphs, objectives, graph groups, alerts, etc. Click on the desired View and it will open.

  3. If it's not listed, click Show all results.

  4. Click the Views filter

  5. All Views will appear. Click on the desired one to open.

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Search using multiple unrelated keywords

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. You can search by a specific category or All. All is set by default.

  2. Type the keywords. In our example, we use the member's name and a graph name. This should find a graph that with the name "promo" that is assigned to "Oliver".

  3. It will list anything that contains the two keywords, such as graphs, objectives, graph groups, alerts, etc. Click on the desired item and it will open.

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Show recently searched records

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Click the Search bar

  2. It will list the most recent keywords that were used in the Search bar

  3. You can expand the list by clicking the arrow

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Search Phrases using quotes

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the desired keyword in quotes.

  2. It will list anything that contains that specific keyword or phrase in the exact order.

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Open a Post on an Org Chart

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Org Chart icon to open

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Open a Graph

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the graph name

  2. Hover over the Graph. The Peek window will appear.

  3. The graph will appear. You can click on it and it will open on the Graphs page.

    NOTE: Below the graph, there is additional info related to the graph, such as total number of entries on the graph, Type of graph, when it was created, the highest and lowest value.

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Open all Graphs for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Graph icon to open all graphs for this post

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Open a Post's Graphs in Data Entry

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Data Entry icon to open this feature. For more info, see Data Entry.

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Open an Objective

  1. Type the Objective name

  2. Hover over the Objective. The Peek window will appear.

  3. To edit the Objective, click Edit Objective.

  4. The progress of the Objective is displayed

  5. To open the Objective, click Open Objective.

  6. It shows the member and Org Area that this Objective is assigned to.

  7. You can also see the due date of the Objective and when it was last updated

  8. Lastly, it shows the progress of the Key Result. To open the Key Result, click Open Graph.

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Open Objectives for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Objectives icon to open all Objectives for this Post. For more info, see An Introduction to Objectives & Key Results.

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Open Events for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Events icon to open all Events for this Post. For more info, see Events.

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Open Alerts for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Alerts icon to open all Alerts for this Post. For more info, see Alerts.

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Open Knowledge assignments for a Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click the Knowledge assignments icon to open all Knowledge assignments for this Post. For more info, see Knowledge - Individuals and Knowledge - Teams.

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Edit Post

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click Edit Post. For more info, see steps 7-25 in Create a New Post.

See also:

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Manage Member

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click Manage Member. For more info, see Manage Member.

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View Status for a Member

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. The Status will be displayed. For more info, see Member Status Options and step 24 in Create a New Post.

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View Custom Attributes for a Member

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. The Custom Attributes will be displayed. For more info, see Custom Attribute Fields.

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View Away Periods for a Member

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. The Away Periods will be displayed

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View Temporary Post Assignment for a Member

If a member has a Temporary Assigned Post, it will be displayed in the new Search bar.

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. The "Temporary" label will be displayed

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Send a message on Slack

First, Switch to the new Search bar. Once that is enabled, follow the steps below.

  1. Type the member name

  2. Hover over the Post. The Peek window will appear.

  3. Click Message on Slack. If this option is not available, you need to enable Slack. For more info, see Slack Integration.

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