How to Use Search Cards in ClickUp
ClickUp offers powerful search cards that help you quickly find tasks, Docs, Dashboards, and more from anywhere in your Workspace. This guide walks you through how to open, use, and customize search cards so you can locate exactly what you need in seconds.
What search cards do in ClickUp
Search cards in ClickUp are compact overlays that let you run targeted searches without leaving your current page. You can:
- Search across tasks, Docs, Dashboards, Whiteboards, and other items
- Apply filters to narrow results by assignee, status, or other attributes
- Use operators to refine how results are matched
- Switch between different search cards for different page types
Each page type in your Workspace has its own dedicated search card designed for the content you are viewing.
How to open search cards in ClickUp
You can open a search card in ClickUp from almost any page using keyboard shortcuts or the interface.
Open a search card from any page in ClickUp
- Press Ctrl + F (Windows) or Cmd + F (Mac) while viewing a supported page.
- The standard browser search will be replaced by a ClickUp search card tailored to that view.
- Type your search term into the card to see matching results.
Alternatively, some views and pages provide a dedicated search bar or icon that opens the same card with one click.
Where search cards appear in ClickUp
Search cards in ClickUp appear in different contexts, including:
- Task views: Search tasks, subtasks, and checklists.
- Docs: Search headings, text, and comments inside the document.
- Dashboards: Search for widgets or relevant items to add or view.
- Whiteboards: Search nodes, text, and linked tasks.
The card usually appears at the top or upper-right of the page, keeping your content visible in the background.
Using filters in ClickUp search cards
Filters help you narrow results in ClickUp so that search cards display only the most relevant items.
Apply basic filters in ClickUp search cards
- Open the search card on your current ClickUp page.
- Look for filter options such as Assignee, Status, Priority, or other available fields.
- Select one or more values to restrict what appears in your search results.
- Type your search term. The card updates results immediately based on the filters.
On task-focused pages, filters may include list, folder, space, or date fields so you can control where and when items were created or updated.
Combine multiple filters in ClickUp
You can combine filters in ClickUp to refine your search even more precisely:
- Limit to tasks assigned to specific people
- Show only open or in-progress statuses
- Restrict to a certain location in your hierarchy
- Filter by custom fields where available
The more filters you add, the more focused your search card results will become.
Using operators in ClickUp search cards
Operators let you control how your search phrase is matched in ClickUp search cards, so you can decide whether results should contain all or any of your terms or match exact phrases.
Common operators in ClickUp
While the exact operator list depends on the page, typical options in ClickUp search cards include:
- Contains: Show items that include your text anywhere.
- Does not contain: Exclude items that match certain terms.
- Is: Match exact values, such as exact status or tag.
- Is not: Exclude specific values.
These operators are usually available in dropdown menus next to filter fields or search inputs.
Refine ClickUp search results with operators
- Open the search card in ClickUp on the relevant page.
- Choose a field to filter, such as name, description, or custom field.
- Select an operator (for example, Contains or Is).
- Enter the value or term you want to match.
- Repeat for additional fields to control what appears in your results.
Combining operators with filters lets you run advanced, highly targeted searches inside your Workspace.
Search card behavior across ClickUp pages
Search cards behave slightly differently depending on which area of ClickUp you are using.
ClickUp task views
In task views, the search card focuses on tasks and related items. Key behaviors include:
- Searching task titles and descriptions
- Searching subtasks and checklists where supported
- Respecting filters you have already set on the view
- Highlighting matches directly in the visible list or board
This makes it easy to stay in the same view while refining what you see with the search card.
ClickUp Docs and other content pages
In Docs, Dashboards, and Whiteboards, search cards help you move through content quickly:
- Docs search highlights the text inside the document and allows navigation between matches.
- Dashboard search helps you find and focus on widgets or related content.
- Whiteboard search lets you locate nodes, shapes, and linked tasks.
The search card remains visible while you click through results so you can easily adjust or clear your search.
Step-by-step example: find a task with a ClickUp search card
Follow these steps to locate a specific task using a search card in ClickUp:
- Open the list, board, or other task view where the item likely exists.
- Press Ctrl + F (Windows) or Cmd + F (Mac) to open the ClickUp search card.
- Type a keyword from the task name or description.
- If you see too many results, add filters such as Assignee or Status.
- Optionally, choose an operator like Contains to broaden or narrow matching.
- Select the task from the results to open its details.
You can repeat this process from other pages for Docs, Dashboards, or Whiteboards.
Tips for effective ClickUp search card usage
- Use short, distinctive keywords rather than long sentences.
- Combine filters and operators to reduce noise in large Workspaces.
- Open search cards with keyboard shortcuts to save time.
- Clear your filters if you are not seeing expected results.
Mastering these techniques will help you move through your Workspace faster and keep your information organized.
More resources for mastering ClickUp search
To dive deeper into how search cards work, refer to the official documentation on the ClickUp Help Center: Search cards article.
If you want expert consulting on structuring your Workspace, processes, and documentation, you can also explore services from Consultevo.
With a solid understanding of search cards and filters, you can make ClickUp an even more efficient hub for your team’s work.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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