Use Search to quickly find To-Dos, Issues, Rocks, People, and other items in EOS One across your organization.
Use Search from the top header
You can open Search from anywhere in EOS One.
Go to the top header.
Select Search.
Enter a keyword, name, or phrase in the search field.
Review the search results.
Select a result to preview, open, or take an available action.
You can also open Search with a keyboard shortcut:
Mac: Press Cmd+K
Windows: Press Ctrl+K
Search looks across EOS One items such as To-Dos, Issues, Rocks, Headlines, People, Measurables, Process Documents, and Meetings.
Filter search results
After you search, use the filter options to narrow your results by type.
Available filters may include:
All
To-Do
Issue
Rock
Headline
Person
Measurable
Process
Meeting
You can use one filter at a time. For example, select Rock to only show matching Rocks. The Process filter searches for Process Documents.
Sort search results
Use the sort menu to change how results appear.
Sort options include:
Relevance: Shows the closest matches first.
Recent: Shows the most recent matching results first.
A-Z: Sorts matching results alphabetically.
Open or act on a result
Select a search result to view more details.
Depending on the result type and your permissions, EOS One may let you:
Preview the item.
Open the item.
Edit the item.
Navigate to the related page.
Complete an available action, such as resolving an Issue.
The available actions may vary by item type.
Search suggestions and history
When you do not have search history, EOS One may show search suggestions, such as browsing To-Dos, Issues, or Rocks.
Selecting a suggestion opens Search with that filter applied.
After you use Search, EOS One may show your search history instead of suggestions.
Search result visibility
Search results are based on your role and access in EOS One.
Admins and Owners can see results across the organization, including all Meetings.
Managers and Members only see Meetings they participate in.
Personal to-dos only appear for the person who owns them.
Users only see search results they have permission to view.
Q&A
Why can’t I find an item in Search?
Search only shows results you have permission to view. If you cannot find a Meeting, To-Do, Rock, Issue, Headline, Measurable, Person, or Process Document, you may not have access to it, or it may not match your search terms.
Can I search for people?
Yes. Use Search to find people in your organization. You can also select the Person filter to only show people results.
Can I use more than one filter at the same time?
No. Search supports one filter at a time.
What does the Process filter search?
The Process filter searches for Process Documents.
Why do I see suggestions sometimes and search history other times?
Search suggestions may appear when you do not have search history. After you use Search, EOS One may show your recent search history instead.
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