Create a custom hub to organize all your work in a way that makes sense for your team! Search cards are available for Dashboards and Overviews.
Take a look at our article, Intro to cards to learn about all the available Dashboard and Overview cards.
What you'll need
- The customizable Search card is available on Business plans and above. These Search cards can access data from your Workspace or connected apps.
- The prebuilt Search cards, Most Popular, My Trending Work, and New Content are available on all plans.
- Guests only have access to Overviews of Spaces, Folders, or Sprint Folders that have been shared with them.
- Guests can be invited to specific Dashboards with view only permissions.
Prebuilt Search cards
This article is about the customizable Search card.
There are also three prebuilt Search-type cards:
- Most Popular: Create a list of items trending in a location or the entire Workspace.
- My Trending Work: Create a list of trending tasks assigned to you.
- New Content: Create a list of the most recently created content.
After you select one of these cards, it automatically populates with data from that location. These cards can be added to Overviews and Dashboards.
Create a Search card
Use the Search card to create a dynamic list of items from your Workspace and connected apps. Then, using keywords you can search the items for specific info.
Search cards can be added to Overviews and Dashboards.
To create a Search card:
- Open an Overview or create or open an existing Dashboard.
- In the Add card modal, select Custom then click Search.
Create a Search card
Search cards are customizable. You need to set them up before you can use them. To create a Search card:
| Setting | Description |
| Name |
By default, the card is named Search. You can add a name when creating the card or later. |
| What do you want to search for? |
ClickUp: By default tasks, Docs, and files are searched for. You can select or deselect one or more of the following ClickUp items:
Apps: By default, all available apps are searched for. You can deselect one or more of the following apps:
These apps must be integrated with ClickUp and enabled for use with Connected Search to access them with the Search card. |
|
Location For ClickUp items only |
You can add this card to an Overview or a Dashboard. You can create this card from a Space, Folder, or List. |
|
Assignees For ClickUp items only |
By default, no assignees are selected. You can select one or more assignees. You can also select Me Mode to filter for the person viewing the view. |
| Keyword |
Enter a keyword. For example, you add this card to a Space Overview. You can enter the keyword Project A to find all of the items in this Space related to Project A. |
| Sort |
You can sort by:
|
Use a Search card
The following table details which actions are available from the created card:
| Actions | Description |
|
Open Item |
Click the item. |
|
Open in new tab or Copy link |
Hover to the right of the item's name and click the open or copy icon. |
|
View card in full screen |
In the upper-right corner of the card, click the double-arrow icon. |
|
Keyword Search |
Click the magnifying glass icon to filter the items by keyword. |
|
Sort by |
Sort by Relevance, Last Updated, Last Created, Your Recents, Trending in Workspace. |
| Edit card settings |
Click the gear icon to edit the card settings. |
|
Duplicate card or Delete card |
In the upper-right corner of the card, click the ellipsis ... icon and choose an option. |