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peegee1440
Copper Contributor
Joined 6 years ago
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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 tosearch 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.182Views3likes1Comment
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