I am wondering of anyone has a solution to searching by keyword within and across multiple boards / plans at once.
- We have tasks which are titled by the client name.
- We have multiple boards each representing a different core process in our business.
- The one client can have a task card on multiple boards as we are often completing simultaneous tasks from various processes for the same client.
- In New Planner for the Web, under My Tasks, I am able to search across multiple boards by key word (client name) and it returns all records that include that key word, THAT I AM ASSIGNED TO, irrespective of the board the task sits on.
My Question: Does anyone have a suggestion on how I might be able to achieve the above outcome, but not limit the findings to tasks I am assigned to. Essentially I want to see all tasks for the client, across multiple boards.
This would be helpful as it allows us to have a client centric view of our tasks and Co-pilot could use the information to produce a summary of everything being worked on by client.
