Search for Work Items

Overview

You might sometimes find yourself unable to find an item within your project.

• There are many work items, making the search time-consuming.
• You remember keywords, but can't recall the specific item name.
• Items below the package level can only be found by manually opening them.

As projects grow larger, searching becomes even more difficult, and some people may have given up.
This feature introduces a method to 'quickly' identify the intended item from the work items within your project.
This frees you from the hassle of searching for each item individually.

Keyword Search

By entering keywords contained in the item information, a list of matching items will be displayed.

• You can quickly find the item you're looking for by jumping to the relevant item from the list.
• You can narrow down your search even in large projects by specifying the search range.
  • Targets work items within the folder selected in the folder tree.
  • With some ingenuity, you can quickly search even in large projects.

Search Criteria

This searches for work items where the "entered keyword" and the "string listed in the target field" partially match.

• Targets single-line text fields and multi-line text fields.
  Targets both system fields and custom fields. Example: Name, Description, Deliverable Information, etc.

• If multiple keywords are specified, the search will be performed using the AND condition of the specified keywords.
  Separate keywords with a half-width space.

• The selected folder in the folder tree will be included in the search results.

Items within the package will also be searched.

Displaying Search Results

The following information for items matching the criteria will be displayed in a list:

• Item Type: Represented by an icon.

• Path from the search target folder to the parent item
  (The folder specified in the folder tree will be the "search target folder.")

• Item Name

The maximum number of items that can be displayed is 100.

Operating Procedure

1. Open the target project.

2. Select the search range in the folder tree.

   

3. Click [Search Items].

   

4. Enter keywords in the [Item Search] dialog box and press the [Enter] key.
   A list of work items found using the keywords will be displayed.

   
   • You can narrow down your search by specifying the item type and status.
   • If the search results exceed 100 items, the following message will be displayed below the list:
     "More than 100 items were found. Please add keywords to narrow down your search."

5. Click the target work item from the list of work items displayed in the [Item Search] dialog box.
   The clicked work item will be displayed selected.

   

Tips

• Clicking a work item in the search results will not close the dialog box. You can view multiple work items in order.
• You can expand/narrow the search range by selecting a folder in the folder tree while the search results are displayed.
  

Displaying Items in a List with Customizable Conditions

You can freely set search conditions, and items that meet the conditions will be output in a list format.

Click the red box in the image below in the target project.

For further instructions, please refer to the following link.
"Cross-Project Item Search"

Difference from Cross-Project Item Search

On this screen, you specify "project folders" as the search target.
The search scope is limited to items within the project, but it offers the following advantages:

• Faster search than cross-project item searches.
• Search criteria can be shared among project members.
  

Applying the Same Search Settings to Other Projects

You can import search view settings from other projects using the following steps.

There are two ways to share:

1. Import settings directly from the project.
2. Import settings via a settings file.

If you are sharing settings from a project for which you do not have read permissions, please use method 2 above.

First, click the import button in the image below.

Follow the following steps depending on the import method.
The imported view will be added to the end of the view list.

If the custom search field does not exist in the import destination project, it will be added automatically.

A message will appear asking for confirmation during import; please click "OK".

1. Importing settings directly from a project

1. Click "Import from another project".
2. In the "Select View" dialog, select the project containing the views you want to import.
   
   
3. From the list of views defined in the selected project, check the views you want to import.
   Multiple selections are possible.
   
4. Click "OK".

2. Importing Settings via a Configuration File

1. Exporting Search Settings When sharing search settings using a configuration file, please export the settings beforehand using the following steps:

   1. Select the report you want to share (it can be from another project) and click "Export".
   2. Use the saved file with the extension "custom_search_view" for import.

2. Importing Search Settings

   1. Click "Import from File".
   2. In the import dialog, select the configuration file you prepared beforehand.