Project Library, Searching & Hashtags

What is a Saved Search?
Saved searches are awesome, they can save you heaps of time and automate some of your workflows. Simply go to the Project Library, filter your search by a k...
Tue, 2 Jun, 2020 at 10:17 AM
How do I filter a search?
To filter your search, hit the bookcase icon and go to the Project Library. You can filter a search by choosing Cards or Files etc and then filter furthe...
Tue, 2 Jun, 2020 at 10:10 AM
How do I search documents?
You can find and access all files and media in your Project via your Project Library. Hit the bookcase icon on the far left. Here you can narrow down your ...
Tue, 2 Jun, 2020 at 10:15 AM
How do I search phone numbers or contacts?
To search phone numbers and contacts, hit the bookcase icon and go to the Project Library. Select "Contacts" underneath the search bar to searc...
Tue, 2 Jun, 2020 at 10:21 AM
How do I save a search?
Saved searches are awesome, they can save you heaps of time and automate some of your workflows. Simply go to the Project Library, filter your search by a k...
Tue, 2 Jun, 2020 at 10:09 AM
How are hashtags helpful for searches?
Lumi hashtags enable you to filter and refine your search using tags on Cards. They are perfect for grouping and categorising Cards. If you search a hashtag...
Tue, 2 Jun, 2020 at 10:12 AM
How do I add a hashtag?
Underneath the card title you can "Enter a tag...". Type here and press enter to create a tag.
Thu, 11 Apr, 2019 at 9:25 AM
What is the Project Library?
Project Library Everything in your Project lives in the Project Library.  Hit the bookcase icon on the far left of your screen to access the Project Libra...
Tue, 2 Jun, 2020 at 10:07 AM
What are bulk changes?
You can update multiple Cards at the same time from the Project Library, via our bulk actions menu. The menu includes: To perform a bulk action, go to t...
Tue, 2 Jun, 2020 at 10:24 AM
How do I bulk change Card Categories?
You can change Card Categories in bulk from a search in your Project Library.  Hit the bookcase icon on the far left of your screen to access the Project L...
Tue, 2 Jun, 2020 at 2:10 PM