Shared Searches management

In Administration, you can set up Shared Searches so everyone who has access to a module can use the same searches. Shared searches are available in the following modules:

• Tasks

• Projects

• Templates

• Assets

• Baskets

Any shared search that is marked as active will automatically become a default search for new users.

Types of Searches

There are two types of searches:

• System searches – These are built in and cannot be edited or deleted. You can only change their visibility and order.

• Shared searches – These are created and managed by administrators.

Creating a Shared Search

There are three ways to create a shared search:

1. Create a new search
   Click the New button in the top-right corner. From here, you can build a brand-new search. This menu also lets you add a divider to organize the list.

2. Convert an existing search
   If you already have a saved search, open the hamburger menu next to it and select Convert to shared search.

3. Duplicate and edit a search
   You can duplicate an existing saved search and adjust the filters as needed before sharing it.

Visibility for Users

Once created, a shared search is available to all users. However, each user still needs to choose whether they want the search to be visible in their own list.