Search

Using the search bar at the top of the page, you can search your entire InLoox account.

InLoox delivers results starting from the second character typed and searches the following categories:

• Projects: Name, project number, customer name, description text, and custom fields
• Tasks: Name, status name, description, contact name, project name, and custom fields
• Documents: File name, status, email sender/recipient, subject, internet link, description, project name, and custom fields. For emails filed from Microsoft Outlook (.eml files), the preview excerpt is searched as well.
• Planning: Name, location, WBS code, description, and custom fields
• Time Entries: Name, description, and custom fields
• Risks: Name, description, and custom fields
• Comments: Comment text
• Mind Map: Name of mind map nodes, and custom fields
• Lists: Name of the list, project name (project number)
• Financials: Name of the financial plan
• Financials (Line Items): Name of the line item, description, and custom fields
• Knowledge: Name and description of knowledge pages
• People: Display name, address, company name, street, postal code, city, country, position, website, department, assistant, email, status, description
• Organizations: Name, number, and description
• Custom entities: Records of active custom entity types

These categories on the left side of the search results menu are clickable. A maximum of 50 results per category are displayed in descending order by "last modified."

Clicking on a search result takes you directly to the respective element — for example, opening a time tracking entry within the associated project.

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In addition to global search, some areas provide dedicated search fields tailored to that context (for example, searching comments in a project or search/filter fields in the Kanban board for tasks and resources).

Create New Items from the Search Toolbar

Click to the right of the search bar to create a new item from anywhere in InLoox:

• New Task: The new task opens in the side panel of the task list.
• New Project: The new project opens in the project detail view.
• New Contact: InLoox asks for an email address and opens the new contact in the split view of the people list.
• New Organization: The new organization opens in the split view of the organization list.
• Custom entities: The new entry opens in the side panel of the list of the respective custom entity type.

The menu only shows the items you have permission to create. If you cannot create any of them, is hidden.

For custom entities, the menu lists active entity types with the scope Global or Global and project. Entries of entity types with the scope Project are created in the respective project.

Search Filters

In addition to searching by keyword, you can narrow down search results using the filter options in the search toolbar:

• Date: Restrict results to a time range. Available options are Any (default), Today, Yesterday, Last 7 days, Last 30 days, and Last year.
• Project: Limit results to a single selected project.
• Persons: Filter results by one or several selected persons.

Filters can be combined with any search term to get focused, relevant results faster.

Search Options

• Multiple terms (tokenized search): When you enter multiple search terms, InLoox returns results containing at least one of the terms. For example, entering social media shows results containing "social," "media," or both.
• Partial match: You don't need to know the complete term. Even entering half a word returns hits containing that part. For example, entering pro returns results containing "project," "prototype," or "reproduction."
• Exact match: Enclose a search term in double quotation marks (e.g., "Aufbau Messe 2026") to get only results containing that exact phrase. This is helpful when searching for very specific terms.

Elements Displayed in Search Results

• Projects: Project image, project name, and project number
• Tasks: Profile picture of the assigned person, project name (project number), due date, and start date
• Documents: File name, document path, project name (project number)
• Planning: Name of the planning element, project name (project number), type (task, collective task, or milestone)
• Time Entries: Profile picture, name of the time entry, project name (project number), recorded time, start date
• Risks: Name of the risk, project name (project number)
• Comments: Profile picture of the author, name of the commented element, project name (project number), element type
• Mind Map: Name of the mind map, project name (project number)
• Lists: Name of the list, project name (project number)
• Financials: Name of the financial plan, project name (project number)
• Line Items: Name of the line item, project name (project number), financials
• Knowledge: Name of the knowledge page
• People: Profile picture, name of the person, email address
• Organizations: Name and number of the organization
• Custom entities: Name of the record and project name (project number), when applicable

Permissions for Search Results

All search results are filtered according to user permissions. Only data records to which the user has access are displayed. This ensures compliance with data protection and security requirements.

Limitations

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The following are not included in the global search:

• Document content — the only exception are emails filed from Microsoft Outlook (.eml files), where the preview excerpt is searched. The full email text is not indexed.
• Document paths
• Currency, date, number, or decimal fields in custom fields
• List items (only list names are searchable)