[From Wrike’s Product Team] Your Feedback on Search 🕵️‍♂️

Hello Wrike Community!

My name is Igor, I’m a Senior Product Manager of AI at Wrike.

First of all, thank you for all the useful feedback that you’ve been providing us with, it’s great to be able to see your discussions and support for numerous suggestions like 'Ability to Search Multiple Words AND not OR', and 'Search Comments: by author/keywords' to name just two. We review these and all related posts regularly and it helps us immensely to prioritize and shape our future plans!

I’m currently researching the potential improvements for Wrike’s Search functionality, and I’ve seen lots of posts here on the Community that we’ve already reviewed in relation to this research. However, if you still see some inconveniences or areas of improvements in Search, please don’t hesitate to let us know about them.

If you haven’t posted about Search yet or if you have some more thoughts on how Search in Wrike can be improved, please let me know in the comments below. If you can tell us about search engines that fully satisfy your needs, this would be awesome too. Your feedback is much appreciated! I will do my best to make the search that makes you happy every day!

Thank you for your insights. 

Igor Akimov Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Igor Akimov Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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Being able to search tasks/projects on custom fields would be awesome.

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I was going to say the same thing as Alan. My team is increasingly turning to custom fields for our data, so being able to search based on those fields would be extremely beneficial.

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It would be great to filter down results to only tasks, only projects, only folders, or a combination. Even better if it can happen within the window that pops up on the top right hand corner without having to go to a separate window.

The search functionality within Microsoft Teams is really helpful and robust. It not only looks at file names, but within comments, tasks, who wrote it, date ranges, specific teams, etc. 

It would be helpful to be able to narrow down to a specific space if possible (and that would also narrow down what custom fields you can add to your search) within the full search window. 

Thanks for asking for suggestions!

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As our Wrike experience grows with more projects and tasks and with more users, any enhancements allowing us to filter results to tasks, projects etc.. would be helpful.  Also, It would be helpful if there was a way to search users by name in the inbox much like you can in Microsoft Outlook.  This would be helpful if you know someone mentioned  you and you know who it was but can't remember exactly what they said.  With many projects going on and a lot of traffic, they quickly move down the list and are hard to find.  Being able to quickly search by name would be helpful.  

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Igor, I would see the following items as extremely useful for the search:

  • Search by any data point, selectable (e.g. Title, Description, Comments, Custom Fields) - some or all options
  • Restrict search to specific timeframes
  • Restrict search to specific folder trees/spaces, selectable or able to enter (vs. the current checkbox method)
  • Search by creator or assignee
  • Use of keywords to further enhance search (AND, OR, NOT, etc.)
  • Preselect Task, Folder, or Project as the results returned (maybe a checkbox type field?)
  • Save a search as a custom view or "pin" it to the dashboard in the new view... or create a report from the search
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Agree on the above -> advanced search would be great. Right now it seems like I just have to have all of the folder structures memorized if I want to find the right task or project. I LOVE the existing search feature of being able to see all of your search results in list view and then being able to do mass edit on those. 

On a side note - I really dislike that when I type in a task there's a an automatic search function that offers existing tasks as options. There are SO MANY tasks in my Wrike account, and I will never use that feature. Instead, my team members accidentally cross-tag existing tasks instead of creating new ones because they think it's like autofill. Causes confusion.

Edit / Addition:

When I first click into search there's no indication that I can search for tasks just in that folder. It's not until I start typing that it says "search this folder only". I think that note on context should show up immediately, without me typing. Another possibility would be to add a contextual search in the task/project header, near the filter button or the view menu.

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Hi Igor,

I absolutely agree that standard & custom fields need to be searchable.

Details of our request:

 

Change request

Situation now
Content in custom fields is not indexed for search, which would be ideal for customers with large amount of custom fields in the account.
We have huge data base of Custom Fields, if it is required to search for data in Custom Field quickly , there is no provision available in Native search option.
Only option available is to apply filter in Custom field to search for a keyword. This becomes cumbersome when data base is huge and some different keywords need to be searched quickly. Huge data base takes time to load on screen and applying filter in this case is not convenient way.
 
Requested change/feature
Data search in Custom field should also be part of available Native search.
 
User benefit
Time saving while searching custom field data. Higher usability and organic usage (Google-like, search for anything).
 

Product Feedback post

https://help.wrike.com/hc/en-us/community/posts/360009189754--Status-Not-Planned-Search-on-custom-field-values --> most promising, but "not planned". The team is planning to start working on updating the Search functionality in the end of 2020. (Status from August 2020)
 
Others:
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Advanced search would be great.  Also, the ability to search the Inbox.

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I wrote the following as input on reports https://help.wrike.com/hc/en-us/community/posts/1500000282182/comments/360015251953 but filtering specifically named tasks might also be a search issue:
”Report setup lacks text filters to pick up specific tasks by name, e.g.  "Layout", "Proofreading" or "Printing". 
We have several hundred active publishing projects at any time in Wrike, and they all are based on the same blueprints, so our task names are standardised across projects. 
It would be very useful to be able to run team specific reports on specific parts of the overall project.
(Would be equally useful to have text filters in dashboards also!)”

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Germany is very interested in the need for standard and custom fields to be searchable.

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Bring back the search/filter for projects and folders in the left-hand navigation pane!

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I also support the request of searchabe custom fields.

What about a table view of the search results, sortable by colums including custom fileds?

Btw: Why is this thread placed in the "Old Wrike" help center?

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Thank you so much for the feedback shared here, everyone! 🙌🙌🙌

Florian Kislich Not sure what you mean about the old Help Center here; there's a new hub for articles regarding the New Wrike Experience, but Wrike's Community hasn't changed the location 🤗

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hi Lisa,

this is how it shows up in my browser:

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Thank you for clarifying Florian Kislich! So yes, the New Wrike Experience Help Center only contains the knowledge base articles for the New Wrike Experience users. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I agree with Florian Kislich about being able to see table view with search results. I posted on a product feedback form, but I think it's really helpful to be able to mass edit custom fields based on search results. 

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Another suggestion: Add a search command to view only entries the current user is following!

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