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.

Elena

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