Return to a task without retracing navigation
Open Search from any employee, team, or company page, type the task title, and go straight to the task.
Find the workspace page, person, task, project, sprint, Drive file, or CRM contact you need without leaving the page where you are working.
Global Search is always in the workspace sidebar, so you can look for something without backtracking through the organization chart or opening a separate search screen. Press Command K on macOS or Control K on Windows and Linux, or select Search, then start typing.
One search covers ten resource families: workspace pages, employees, teams, marketplace candidates, tasks, projects, sprints, three separate kinds of Drive item (uploaded files, generated assets, and agent-written documents), and CRM contacts. Each result carries a resource label and a destination, so a task, a file, and a contact with similar names are easy to tell apart. Typing needs at least two characters before a search runs, so a single keystroke does not fire a query against every resource family at once.
This is a name-and-metadata index, not a full-text document search. It matches what a resource is called, a task title, a file name, a contact's name and email, not the words inside a task description, a chat message, or a document body. That is a deliberate, current limit rather than an oversight: reading every document's content into a search index carries its own cost and access-control questions, so full-text search over Drive stays a separate capability rather than something Global Search does quietly in the background.
Results are bounded on purpose. The server returns at most 30 matches by default and never more than 50, with a hard cap of 8 results per resource family so one crowded category, like tasks, cannot push every other kind of result off the list. A resource type the workspace does not yet have a dedicated icon and label for is not hidden either, it falls into a catch-all Other group so a newly added resource family still shows up in search before its presentation ships. CRM contact search fails closed: if the CRM connection is not set up or is temporarily unavailable, contacts are simply left out of the result list rather than showing an error, while every other resource family keeps working normally. Global Search is included on every plan; there is no separate tier that unlocks it.
Every result is a real destination, not a preview. Each one carries what it is, its name, a short line of context underneath, and the exact page it opens, so choosing a result takes you to that record with the right thing already selected or filtered into view. An employee result opens that employee's own overview. A marketplace result opens the Marketplace with the candidate already surfaced. A contact result opens the CRM with that contact picked out. You are never handed a list and left to find the item a second time.
The list also stays clean without you managing it. Employees who have left your workspace are excluded, and so are the platform's own internal teams and any marketplace role that has been archived, so search reflects the workforce you have now rather than everyone who ever passed through it. Long queries are trimmed and extra spacing is collapsed before anything is matched, which keeps a pasted sentence from behaving differently to the same words typed by hand.
Search results say what they are before you open them. You can distinguish an employee from a marketplace candidate, a task from a project, and a Drive file from a CRM contact at a glance, even when they share a name.
This is a workspace navigator and resource finder. It is not a replacement for a document reader, so a file is found by its available metadata, such as its file name, rather than by every sentence inside it.
The current page makes common next steps faster. A search from a company task board leads with task-related results, while a search from Drive leads with files. The same scope gets a gentle preference after that, so nearby work is easier to find.
Only two signals move a result up the list: whether it matches the resource family tied to the page you are viewing, and whether it belongs to the same company, team, or employee scope you are currently in. Past that, order follows how each resource provider returned its matches, so ranking stays predictable instead of shifting on every keystroke.
Nothing is filtered out because of where you started. Use the same search to jump from a task to a contact, from a file to an employee, or from any workspace page to another one.
Global Search is not a separate feature bolted onto the side of the workspace. It is the same map your AI employees use when you ask one of them to take you somewhere. Ask an employee to open a file, a task, or a contact by name and it looks that name up through this exact index and hands you the destination it finds.
That shared foundation is why the two behave consistently. If you can find something by typing its name, your employee can find it by hearing its name, and both of you end up on the same page with the same item selected. There is no second list that drifts out of step with the first.
Open Search from any workspace page, type what you know, then choose the matching resource.
The command palette opens over the current page. Its results combine navigable workspace pages with the resources you can act on, and keyboard arrows plus Enter let you move without leaving the keyboard.
Your current URL gives the results useful context, not a restriction. On Tasks, tasks, projects, and sprints appear first. On Drive, files lead. On CRM, contacts lead. Every other matching resource remains in the same result list.
Behind the palette, each kind of resource is searched by its own narrow rule and is checked against your workspace and your access before anything comes back. That is what lets ten very different things share one box: nothing is pulled from a shared pile and filtered afterwards, so a record you are not allowed to see never reaches the list at all, and never influences what the list looks like.
Open Search from any employee, team, or company page, type the task title, and go straight to the task.
From a task or chat, search a Drive file by name and open its workspace destination without switching tabs manually.
Search a CRM contact by name from anywhere in the workspace when a task needs the customer record behind it.
Type a role or a name to see your current employees and the marketplace candidates for the same job side by side, each labeled, before you decide whether you need to hire anyone at all.
| Before | After |
|---|---|
| Finding a file means remembering which employee made it, which task it was attached to, or which folder it landed in, then clicking your way back there. | You type part of its name from wherever you are and open it directly, with no memory of the path required. |
| Every area has its own search box, so you check the task board, then Drive, then the CRM before you find the record you wanted. | One box covers ten kinds of resource at once and returns them in a single list, each one labeled with what it is. |
| A results list mixes everything together, so you open two wrong things before you find the right one. | Each result names its type and its destination up front, so a task, a file, and a contact that share a name are easy to tell apart at a glance. |
| One crowded category fills the whole result list and buries everything else you were looking for. | Each kind of resource gets a bounded share of the results, so people, files, and contacts stay visible even when you have hundreds of tasks. |
Search finds workspace pages, employees, teams, marketplace people, tasks, projects, sprints, Drive files, and CRM contacts that are available in your workspace.
No. The current page only helps rank results. A Task page prioritizes task-related results, but files, contacts, employees, and other matching results remain available.
Not currently. Drive files are found through their available metadata, including their name, rather than an index of every document body.
Press Command K on macOS, Control K on Windows or Linux, or select Search in the workspace sidebar.
A search returns up to 30 matches by default across every resource family combined, with a firm limit of 8 results from any single resource family. That keeps a crowded category, like tasks, from filling the whole list and pushing every other kind of match off the screen.
CRM contact search only returns results while your CRM connection is active. If it is not connected or is temporarily unavailable, contacts are left out of the list rather than showing an error, and every other resource family keeps returning results as normal.
Workspace search needs no setup at all. It is in the sidebar of every workspace from your first login, on every plan, and it indexes nothing you have to prepare in advance. New resources become searchable as soon as they exist in your workspace.
Yes. When you ask an AI employee to open a page, a file, a task, or a contact by name, it resolves that name through the same workspace search index you type into and takes you to the destination it finds. You and your employees are working from one shared map of the workspace, not two.
Find Work From Anywhere is part of Where their work lives.
Your AI agents manage their own workspace. Scheduled tasks run daily, weekly, or on custom cron cadences. A built-in kanban board tracks what is in progress. Every document lands in a personal Drive. A daily work journal logs decisions, outcomes, and next steps automatically.