How to access Portfolio-wide search?

You can open the Portflow-wide search in two ways:

• Click the Search icon (1) (magnifying glass) in the main navigation bar.

• Or use the keyboard shortcut Command (⌘) + K (Mac)/ Windows + K (Windows).

  

How to use the search results?

• When you hover over an icon (2) in the search results, a tooltip appears showing the type of result.

• Clicking a search result takes you directly to the relevant item, such as:

  • Opening a piece of Evidence

  • Showing the relevant Progress Review

What can you search for?

Portfolio-wide search looks through the following:

Evidence

• Evidence name

• Evidence Feedback/comments

• Evidence description

Collections

• Collection name

• Collection subtitle

• Collection Feedback/comments

• Collection description

Goals and Sub-Goals

• Goal name

• Goal nickname

• Goal description

• Sub-Goal name

• Sub-Goal nickname

• Sub-Goal description

Reviews

• Progress review: general Feedback

• Progress review: Goal Feedback

• Progress review: Sub-Goal Feedback