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