Search for Items Across WorkBoard

Overview

With the search function in WorkBoard, you can either search within specific areas or across the entire application too quickly and easily locate exactly what you need.

The WorkBoard Platform enables you to search and filter across everything that is visible to you, including Objectives, Key Results, Workstreams, Action Items, Meetings, 1on1s, and Running Business Reviews (RBRs).

Use WorkBoard Search

Click into the Search WorkBoard field in the upper righthand corner of WorkBoard.
If you know what area you're searching in (OKRs, Teams, etc), make a selection to refine your search. Then, search as intended.
If you want to search across all of WorkBoard, click Search all.
Proceed to search as intended using the filters or tags if desired.

Refine a Search

Use any search terms to find the Objective, Key Result, Workstream, Action Item, Meeting, 1on1, or Running Business Review (RBRs) that you're trying to locate. In general, Owner, Team or search terms is a great way to refine your search.

You can also search by tag and filter by type (OKRs, Action items and workstreams, Meetings, Biz Reviews) before or after adding search terms.

Advanced Filtering Options

You can search without adding any search terms by using Advanced Filtering Options. However, you can also take advantage of these options before or after adding search terms. Advanced Filtering Options are available for all modules in WorkBoard.

Advanced filtering options for each Module

When filtering by OKR's, you can use advanced filters to search across OKRs, hide OKR comments, and hide open or closed OKRs.
When filtering by Action items and workstreams, you can hide action item comments and search for an action item or for a specific action item owner.
When filtering by Meetings, you can hide meeting topics or takeaways from your results.
When filtering by Biz Reviews, you can search for a specific Biz Review owner.