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Workflow Wire // Vol 08 - Search Feature

  • Trinity Lonergan
  • 11 minutes ago
  • 2 min read



SWAP PM Feature Highlight

Instant Search.

Total Control.

This month we're highlighting a powerful tool within your project Grid and Overview on SWAP PM.

From lost action items to quick workflow connections, we're bringing you effortless

navigation across your entire schedule.


FEATURE HIGHLIGHT

Project-Wide Search

Find any action item that lives within your project without having to remember the date.

 ✓ Pull up items by keyword: Type any keyword to surface matching tasks, durations, or meetings immediately

 ✓ Fast timeline navigation: Jump directly to exact locations on your schedule when you search for an item

 ✓ Instant side drawer editing: Open the item's editing drawer automatically to review or update details on the fly

Explore Search Feature →

How: Type your keyword into the search bar in the Grid or Overview mode → click the search result to jump straight to the item and open its side drawer
How: Type your keyword into the search bar in the Grid or Overview mode → click the search result to jump straight to the item and open its side drawer

FEATURE HIGHLIGHT

Task Linking by Search

Connect action items faster by searching the project from the editing drawer.

✓ Search inside "Links" tab: Access the search bar directly within the "Links" drop-down when creating or editing items

 ✓ Connect existing workflows: Find target tasks instantly without leaving your current workspace

 ✓ Build task strands seamlessly: Link dependent tasks together and view the connections by toggling on link arrows in your View preferences

Explore Action Item Linking →

How: Open any action item → navigate to the "Links" tab in the editing drawer → press "Add" → search for an existing item and choose how it connects to the previous action item
How: Open any action item → navigate to the "Links" tab in the editing drawer → press "Add" → search for an existing item and choose how it connects to the previous action item

Try it this week.

Stay tuned to hear about new SWAP PM features in next month's Workflow Wire.

New to SWAP PM?

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How-to videos, walkthroughs, and tips, ready to watch on YouTube.

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