Search options
Use Search in Optimizely Content Marketing Platform (CMP) to find tasks, campaigns, events, pitch requests, or library files.
You can enter a term in the global search box, or press Command + K or Control + K to bring up Spotlight Search.
This menu also gives you access to quick actions, such as Ask Opal, Create Task, or Upload Content to Library.
Note
Global search does not include archived objects. To view archived work, use the Plan view.
Search guidance
- Search results display best matches as you type.
- Search results highlight keywords that match your search term.
- Search results are grouped by category (tasks, library, and so on), so you can find the term and order the results with the most relevant on top.
For an object to display in results, the search term must match the text within that object. For each category, the searched text areas are the following:
- Campaigns – title, text-based fields
- Tasks – title, description, associated article title, associated article text, text-based fields
- Library – title, associated article text
- Events – title, description, text-based fields
- Work Requests – title, text-based fields
- Pitch Requests – title
To see more results in a particular category, click See results or click a category name (such as Tasks).
Click a result to open the object in CMP and minimize the results panel. (CMP saves your search terms and results; click the search box to retrieve them.)
Click X to clear your search results and clear the search term from the search bar.
Each result contains key metadata to distinguish among results with similar names. For instance, tasks results display the task title, description, or article text (depending on where the matched term appeared), campaign name and color, the date due or completed (if any), if it was archived, and the workflow name.
Refine your search
You can change the dropdown in the search bar to search only within that category. The following image shows search refined to only tasks:
