Using Quick Search to Find Staff

Modified on Tue, 31 Oct 2023 at 06:07 PM

In addition to using filters, you can use Quick Search to quickly find staff with fields that contain that text.


Click on the Quick Search icon on the Staff Planner bar and enter text into the search edit box.  Staff Planner will instantly start filtering the list of staff as you type in the text.


Staff Planner will search for matching text in the staff's name, position, department, skills, company, location and more.


Example: Type in "animation" to list all staff belonging to the Animation department or who have animation skills.


Example: Type in "vancouver" to list all the staff that are based in Vancouver.


You can also comma (,) separate search terms and Projectal will find all staff either search term.


Example: To list only the staff named John or Mary, you could search for "John, Mary".  All staff that have either "John" or "Mary" in their names will be listed.


You can also use the plus sign (+) to force inclusive searches so that all terms must be in a staff to be listed.


Example: To list all staff named John that have Modelling skills, then you could search for "Andy+Modelling". All staff named John and that have Modelling skills will be listed.


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