Search and filters

Search and filters help users get from a large set of records to the few records that need attention. Search is useful when you know a name, number, or phrase. Filters are better when you know the condition, such as status, owner, due date, tag, or related value.

Saved or shared views are useful for repeated monitoring: open requests, overdue work, records assigned to a team, or items waiting for review. Access rules still apply, so different users may see different results from the same filter.