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peegee1440's avatar
peegee1440
Copper Contributor
Oct 08, 2024

Search Function - Across Multiple Boards at Once

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.

  • Ruka_Zill's avatar
    Ruka_Zill
    Brass Contributor
    Hi,
    I was wondering the same. Even within the same planner to search across content beyond the task title. There are multiple posts addressing different levels of questions from the community, however I never seen a consolidated response or feature roadmap. Has anyone?

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