[{"data":1,"prerenderedAt":217},["ShallowReactive",2],{"\u002Fupdates\u002F2026-10-30-find-tasks-by-their-description-or-record":3,"surround":208},{"id":4,"title":5,"body":6,"date":187,"description":188,"extension":189,"head":190,"meta":191,"navigation":197,"path":198,"schemaOrg":190,"screenshot":199,"screenshotMargin":200,"seo":201,"sitemap":202,"stem":203,"tags":204,"__hash__":207},"updates\u002Fupdates\u002F2026-10-30-find-tasks-by-their-description-or-record.md","Find tasks by their description or record",{"type":7,"value":8,"toc":178},"minimark",[9,13,18,48,51,55,77,81,126,130,150,154,169],[10,11,12],"p",{},"Task names are often short, such as \"Follow up\" or \"Send quote\", so the name alone isn't always enough to find the one you mean. You can now search your task lists and find a task from the words in its description or the record it belongs to.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,21,25,26,29,30,33,34,37,38,41,42,44,45,47],{},"The ",[22,23,24],"strong",{},"Tasks"," tab of your ",[22,27,28],{},"Dashboard"," now has a ",[22,31,32],{},"Search"," box. It narrows the view you have open, such as ",[22,35,36],{},"Assigned to me",", a collection or a saved view, and matches each task's name, its ",[22,39,40],{},"Description"," and the record it belongs to. A record or colleague's ",[22,43,24],{}," tab has the same ",[22,46,32],{}," box, for finding one task among everything logged there.",[10,49,50],{},"Global search finds tasks the same way, with the record's name shown under each result so you can tell similar tasks apart.",[14,52,54],{"id":53},"why-it-matters","Why it matters:",[56,57,58,65,71],"ul",{},[59,60,61,64],"li",{},[22,62,63],{},"Find a task by what you remember",", whether that's a phrase from its description or the customer it's for.",[59,66,67,70],{},[22,68,69],{},"Stay in your view"," as the search only looks inside the view you have open.",[59,72,73,76],{},[22,74,75],{},"Tell similar tasks apart"," with the record name shown under each one.",[14,78,80],{"id":79},"how-it-works","How it works:",[82,83,84,93,99,105,112],"ol",{},[59,85,86,87,89,90,92],{},"Open your ",[22,88,28],{}," and select the ",[22,91,24],{}," tab.",[59,94,95,96,98],{},"Choose a view, such as ",[22,97,36],{}," or a collection.",[59,100,101,102,104],{},"Type in ",[22,103,32],{}," in the toolbar to narrow the list.",[59,106,107,108,111],{},"If nothing matches, click ",[22,109,110],{},"Show completed tasks"," to include finished tasks.",[59,113,114,115,118,119,122,123,125],{},"To search every task you can see, click the search bar in the navigation bar, or press ",[22,116,117],{},"Command + K"," (Mac) \u002F ",[22,120,121],{},"Ctrl + K"," (Windows), and open a result from the ",[22,124,24],{}," group.",[14,127,129],{"id":128},"when-to-use-it","When to use it:",[56,131,132,138,144],{},[59,133,134,137],{},[22,135,136],{},"Account managers"," can find the follow-up for a client by typing the client's name, even when the task is just called \"Call back\".",[59,139,140,143],{},[22,141,142],{},"Facilities teams"," can search for \"boiler\" to find every task whose description mentions a boiler service.",[59,145,146,149],{},[22,147,148],{},"Project managers"," can narrow a busy project's tasks down to the one about the snagging list.",[14,151,153],{"id":152},"get-started","Get started",[10,155,156,157,159,160,162,163,165,166,168],{},"Open the ",[22,158,24],{}," tab on your ",[22,161,28],{},", select ",[22,164,36],{}," and type the name of a client in ",[22,167,32],{},".",[10,170,171,172,177],{},"If you have questions or feedback, we would love to hear from you. Email ",[173,174,176],"a",{"href":175},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":179,"searchDepth":180,"depth":180,"links":181},"",2,[182,183,184,185,186],{"id":16,"depth":180,"text":17},{"id":53,"depth":180,"text":54},{"id":79,"depth":180,"text":80},{"id":128,"depth":180,"text":129},{"id":152,"depth":180,"text":153},"2026-10-30","Search the task lists on your Dashboard and on a record, and find a task from words in its description or the name of the record it belongs to. Global search finds them the same way.","md",null,{"readingTime":192},{"text":193,"minutes":194,"time":195,"words":196},"2 min read",1.69,101400,338,true,"\u002Fupdates\u002F2026-10-30-find-tasks-by-their-description-or-record","\u002Fupdates\u002F2026\u002F2026-10-30-find-tasks-by-their-description-or-record.png",false,{"title":5,"description":188},{"loc":198},"updates\u002F2026-10-30-find-tasks-by-their-description-or-record",[205,28,206],"Task","Global Search","bak0wPIhQwpPZ9kYHDw8nl0lgjW0uNZ0yRoWXLyGdAs",[209,213],{"title":210,"path":211,"stem":212,"children":-1},"See record alerts on Kanban cards","\u002Fupdates\u002F2026-10-28-see-record-alerts-on-kanban-cards","updates\u002F2026-10-28-see-record-alerts-on-kanban-cards",{"title":214,"path":215,"stem":216,"children":-1},"Filter activities by type, date or content","\u002Fupdates\u002F2026-11-02-filter-activities-by-type-date-or-content","updates\u002F2026-11-02-filter-activities-by-type-date-or-content",1793876884341]