Searching in Plannerly

Plannerly gives you a few ways to quickly find what you’re looking for. Depending on the module, search works a little differently:

Structured content helps you plan, deliver, and verify information consistently - and makes handover packs and audits far easier.

Applies to: Docs Module Scope Module Account Dashboard SmartFields Productivity
Why this matters

If you cannot quickly find what you need, documents and requirements slow down reviews, approvals, and delivery. These search options help you locate text, scope rows, and projects faster - even before Docs has a dedicated search feature.

How to Search in Plannerly

This guide explains how to search across Docs, Scope, and your Account Dashboard, including a reliable workaround for finding text inside Docs.

Searching in Docs

At the moment, the Docs module does not have a built-in search function. You can still find text by expanding the document sections and using your browser search.

Step 1 - Expand all sections

Docs module with sections expanded to enable browser search across the document
Expand all sections so your browser can search the full document content.

Step 2 - Use your browser search

Use your browser's search feature (Ctrl+F on Windows or Command+F on Mac) and type the word or phrase you want to find. Your browser will highlight matches directly inside the document.

Pro tip - Use SmartFields to reduce manual searching

If you regularly search for repeated project details (project name, client name, document version, dates, and more), consider using SmartFields in your templates. SmartFields automatically populate key information so you do not have to hunt and update it manually.

Searching in Scope

The Scope module includes a built-in search.

Scope module search icon in the top-left of the Scope interface
Use the search icon in Scope to quickly find rows and folders.
  • Look for the search icon at the top-left of Scope.
  • This search covers: element names, subtitles, entity types, codes, and information requirement names.

Note: This option searches through the folders and rows list to the left of the grid.

Searching for Projects

From your Account Dashboard, you can search directly for projects.

Account Dashboard project search bar used to find projects by name
Use the dashboard search bar to find projects by name.

Type the project name in the dashboard search bar to quickly locate the project you need.

Summary

  • Docs: Expand all sections, then use browser search (Ctrl+F / Command+F).
  • Scope: Use the built-in search to find rows, folders, codes, and information requirements.
  • Dashboard: Use the search bar to find projects by name.

Related Articles

FAQs

Why does browser search not find my text in Docs?

Browser search can only find text that is currently visible on the page. Expand all sections first, then try again.

Does Scope search include information requirements?

Yes. Scope search includes information requirement names, along with element names, types, subtitles, and codes.

What is the fastest way to avoid repetitive edits in Docs?

Use SmartFields in templates to automatically populate common details, reducing the need to search and update content manually.