Tips on Performing a Search on Your TeamLab Portal

You always need to find something after entering your TeamLab portal, be it a certain task or a blog post. TeamLab offers you a number of search options that help you achieve your goal as quickly as possible. They are:

• search bar
• filter bar
• tag cloud
• sort link

Search Bar

The search bar is situated at the top of the start page which is displayed after you log in into your portal. If you enter a key word or word combination and click the loupe button next to it, the search will be performed within the whole portal content.

The similar search bar can also be found in every TeamLab module (except ‘Documents’). Using it you can find what you need within the corresponding module. To do that within the ‘Community’ or ‘CRM’ module, first select the section where you want to perform the search: events, forum, blogs, bookmarks, staff, or wiki for ‘Community’ and contacts list or staff for ‘CRM’.

To perform a single or multiple character search, use the ? and * signs. To search for the terms similar in spelling, use the ~ symbol at the end of a word.

For example:

• To search for all the words containing the 'doc' letter combination, use the doc~ query.
• To search for all the words beginning with 'A', use the A* query.
• To search for all the combinations of three characters beginning with 's' and ending with 't', use the s?t query.

Filter Bar

The filter bar is available in the ‘Projects’, ‘CRM’, and ‘Documents’ modules.

Its advantage is in searching for the needed document, contact, task, etc. entering a key word and simultaneously using several filters at once.

To apply one of the filters, click the ‘Add Filter’ field at first, you can also use the most popular filter options enumerated under the filter bar as clickable links. To clear one of the filters you just need to click the cross icon next to it.

For further information on filter options see the table below:

‘Projects’ module	Projects	Milestones	Tasks	Discussions	History
	For team members: me (the projects you participate in will be shown) other users (select a user to view the projects he participates in) For project managers: me (the projects you lead in will be shown) other users (select a user, whose projects you’d like to view) Project status: active paused closed Other: with tag (to view projects with the selected tag) followed (to view the projects you follow)	Responsible: me other users Status: open closed Tasks: my tasks other users Due date: overdue today upcoming custom period Project: my projects other projects with tag	Responsible: me other users groups no responsible Status: open closed Project: my projects other projects with tag Due date: overdue today upcoming custom period Milestone: milestones with my tasks other milestones	Participant: other users my discussions Creation date: today last 7 days custom period Project: my projects other projects with tag Other: subscribed discussions	Time period: today yesterday current week previous week current month previous month current year previous year custom period Project: other projects Type: project milestone discussion team task subtask time comment User: other users me
‘CRM’ module	Contacts	Tasks	Opportunities	Cases
	Show: companies persons with opportunities Other: contact types with tag	Responsible: my tasks other users Status: open closed Due date: overdue today upcoming custom period Other: category	Stage/stage type: stage open successfully closed unsuccessfully closed Other: participant contact with tag Due date: last month yesterday today this month custom period Responsible: other users my opportunities	Status: open closed Other: with tag
‘Documents’ module	Files
	types (to select one of the types: files, folders, documents, presentations, spreadsheets, images)

For example:

• To view all your active tasks across all projects you participate in, you need to open the 'Projects' module, switch to the 'Tasks' tab and click the 'My tasks' link under the filter bar.
• To find all contacts with a certain tag, open the 'CRM' module, click the 'Add Filter' field, select the 'With Tag' option, click the downward arrow within the filter bar and check the needed tag.
• To find the needed presentation within the 'Documents' module, open the module, click the 'Add Filter' field, select the 'Types' option, click the downward arrow within the filter bar and select the 'Presentations' option.

Tag Cloud

The tag cloud is situated in the ‘Blogs’, ‘Forums’, and ‘Bookmarks’ sections of the ‘Community’ module. It is a very convenient way to find out which are the most popular topics in the corporate blogs, forums or bookmarks. If one tag is displayed in a larger font than others, this means that more posts/ bookmarks were tagged with it. To view all posts/ bookmarks which were tagged with a certain keyword, just click this word on the ‘Tags’ panel.

Sort Link

The sort link is available in the ‘Projects’, ‘CRM’, and ‘Documents’ modules. Have a look at the table below for more details.

‘Projects’ module	Projects	Milestones	Tasks	Discussions	History
	Sort by title creation date	Sort by due date creation date title	Sort by due date priority creation date title	Sort by creation date title	Sort by date title
‘CRM’ module	Contacts	Tasks	Opportunities	Cases
	Sort by title contact types	Sort by title contact types	Sort by title responsible opportunity stages budget estimated/ actual due date	Sort by title
‘Documents’ module	Files
	Sort by date name type size

That’s all for this topic. But if you need assistance, please visit our Help Center or write a message to our Support Team. In case you have a great idea concerning TeamLab platform or just want to express your opinion, you can leave your feedback that will surely be checked out and taken into consideration.