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Searching in Plan

Use the Search page to quickly find records, content, or other information across your Plan workspace.

Prerequisites

  • You are logged in to Blank Plan
1

Open the Search page

Navigate to Search using the main navigation. The Search page will load, ready for you to enter a query.
2

Enter your search query

Type your search term into the search input field. For example, enter a keyword related to the record or content you are looking for.
3

Review your results

After entering your query, the page will display matching results. If no records match your search term, a No Result message will appear instead.
Try using broad keywords first to get the widest set of results, then refine your query if you need to narrow them down.
If you see a No Result message, check your spelling or try a different search term. The search is not case-sensitive.