How to Search for Work Items in the Work Plan in OnePlan

Direct Answer: How to Search for Work Items in the Work Plan in OnePlan

To search for work items in the Work Plan in OnePlan, select the magnifying glass icon next to the … menu in the Work Plan List, enter your search text, and review the narrowed list of matching work items. Clear the search to return to the full plan.

What This Article Covers: Work Item Search

This article explains how to use Work Item Search to find work items in a large Work Plan. It covers where to find the search option, how search behaves, how to clear a search, and how search differs from filtering.

What you will accomplish By the end of this article, you will be able to search across all work items in the Work Plan, review only the matching results, and clear the search to return to the full plan.

Before You Begin: Work Item Search

• A OnePlan account with access to the Work Plan. See Access the Work Plan.
• A Work Plan that contains work items to search.
• Familiarity with the Work Plan List header buttons and menus. See Work Plan List Header Buttons and Menus.

Why This Matters: Work Item Search

Find work fast

Work Item Search searches across all work items in the Work Plan and narrows the list to the items that match. In a large plan, this saves you from scrolling through the full list to locate a specific work item.

Focused review

Search results show only the matching work items, which makes it easier to assess progress and take action on specific work without scrolling through the full plan.

Step-by-Step: Searching for Work Items in OnePlan

Task: Open Work Item Search

1. Open the Work Plan for your plan.
2. In the Work Plan List header, select the magnifying glass icon next to the … menu. ### Task: Search for a Work Item
3. Enter the text you want to find in the search box.
4. Review the narrowed list of matching work items.

Task: Clear a Search

1. Clear the text in the search box, or select the clear option (X next to magnifying glass).

Understanding Search vs. Filter: Work Item Search

Search and filters both narrow the Work Plan List, but they work differently.

• Search — Enter text to find work items that match across the work plan.
• Filters — Select one or more filters to apply to the Work Plan Grid. See Filter the Work Plan.

Frequently Asked Questions: Work Item Search

Q: Where is the search option in the Work Plan?

A: In OnePlan, select the magnifying glass icon next to the … menu in the Work Plan List header.

Q: What does search look at?

A: In OnePlan, search looks across all work items in the Work Plan and narrows the list to the items that match.

Q: How do I clear a search?

A: In OnePlan, clear the search box of text or hit the clear button to return to the full list of work items.

Q: What is the difference between search and filter in the Work Plan?

A: In OnePlan, search finds work items by the text you enter, while Filters apply selected filter criteria to the Work Plan Grid. See Filter the Work Plan.

What to Do Next: Work Item Search

Narrow the list another way: - Filter the Work Plan - Group Tasks in the Work Plan List - Expand and Collapse Work Items

Customize your view: - Modify and Save Views in the Work Plan List - Work Plan List Header Buttons and Menus

Update the work you found: - How to Use Quick Edit for Work Items in OnePlan