Projects vs. Tasks Views, Global Search & Keyboard Shortcuts

A few habits that save you clicks once the basics are second nature.

Projects vs. Tasks: Which View to Use

Projects and Tasks are two different lenses on the same work. Projects group things by initiative; Tasks group things by individual to-do.

To switch views:

1. Use the main sidebar menu to jump directly between Projects and Tasks.
2. In Projects, click into any project to see its tasks, files, deliverables, and team in one place.
3. In Tasks, use the view tabs (All Tasks, My Tasks, Self Tasks) to change what’s shown without leaving the task list.
4. Use filters within either view to narrow down by status, assignee, or due date.

Using Global Search

Global search lets you jump straight to a task, project, or file by name instead of clicking through menus.

To search:

1. Click the search icon, usually near the top of the screen.
2. Type a keyword, a task title, project name, or file name.
3. Review the results, typically grouped by type (Projects, Tasks, Files).
4. Click a result to open it directly.

Good to know:

• If you’re focused on “what do I need to do today,” Tasks → My Tasks is usually the fastest path; if you’re checking overall progress of an initiative, the Projects view gives you the bigger picture.
• Search results respect your access; you’ll only see items from projects you’re actually part of. If you’re not finding something, double-check the spelling or try a shorter, more general keyword.
• Because exact key combinations can change between updates, this article intentionally doesn’t list specific keys; always check the in-app shortcuts reference for the current list. If shortcuts aren’t available yet in your workspace, global search is the next-fastest way to get around.