Searching Cards in Ontraccr: Within and Across Boards

🔎 Searching Cards in Ontraccr: Within and Across Boards

Overview

Ontraccr’s Search feature makes it easy to quickly find specific cards — whether you’re looking for a project, a client request, or a candidate application. You can search within the current board or across all boards, and jump straight to the matching card.

🎯 Why Use Search?

Use search when you need to:

Find a card by name, address, or keyword
Jump to a specific client, site, or job
Avoid scrolling through large boards
Search across multiple departments or workflows in one go

🧩 How to Use the Search Feature

Open any board in Ontraccr.
Locate the search bar just under the board title.
Type in a keyword, name, address, or number.
Ontraccr will return a list of matching cards:
- First from the current board
- Then from other boards you have access to

✅ Click any result to jump directly to that card. It will be highlighted in bold so you can locate it quickly.

🔁 Cross-Board Search

Search results will include matches from other boards even if you're currently on a different one.
When you click a result from another board, Ontraccr will auto-switch to that board and scroll to the selected card.

✅ Example Use Cases

Use Case	Search Term	What Happens
Find a job site card	“123 Street”	Highlights card titled “Job at 123 Street”
Locate a client’s service request	“Client A”	Shows all cards linked to Client A
Jump to a specific estimator’s job	“Noah”	Shows cards with Noah as assigned user
Find an old PO	“PO-0015”	Navigates to the PO card with that ID

🧠 Tips & Edge Cases

You can search using partial matches (e.g., “12” will find “123 Street” and “12th Ave”)
Works best with clear naming conventions for cards
Searching doesn’t currently filter — it jumps directly to results
If you’re not seeing what you expect, try searching by linked field values or full names