How to Use Knowledge Base Search

Introduction

This guide will show you how to use the search features in the Easy8 Knowledge Base. This is useful for quickly finding pages, files, tasks, and projects. By following these steps, you’ll be able to search efficiently using quick search, full-text search, filters, and advanced operators.

Target Audience

• User

Prerequisites

• Access to Easy8 with permissions to view Knowledge Base content

How to Use Knowledge Base Search

Quick Search

• Located in the Header bar.
• Autocomplete appears as you type, matching only article and file titles.

Autocomplete Popup Structure:

• Left Column: Primary results with bold titles and thumbnail previews for exact matches.
• Right Column: Tools and secondary results, including:
  • Create a page using the current term (if permission allows).
  • Trigger full-text search to go to the Search Center.
• Namespace pills: Type a namespace like Manual: to narrow the search to that section.

Search Center (Full-Text Search)

• Activated by clicking the magnifying glass or pressing Enter in the search bar.
• Searches through all articles and files including their full content.
• Also includes related Easy8 Tasks and Projects.

Search Operators:

• Term AND other
• Term OR other
• Term NOT other
• Use wildcards to broaden search (e.g., Agile* AND Project*).
• Operators must be UPPERCASE.

Search Center Elements:

• Hit Count: Shows number of matches (filtered by user permissions).
• Tools:
  • Plus-button: Create a new page (if allowed).
  • Funnel-button: Open filters dialog.
  • Gear-button: Set result display preferences (per page, sort, etc.).
  • Export-button: Export results (admins only).
• Filters: Modify filters using search pills or remove with "x".

Search Results:

• Each result shows:
  • Title and type (page, file, etc.)
  • Size and format (for files)
  • Thumbnail or file icon
  • Redirect information if applicable
  • Author, dates, and categories
  • Snippets of matched content
• Exact matches are shown as featured results.

Searching by Date

• Certain date formats are recognized in the Search Center.
• Use quotation marks around dates for best results.

Easy Tasks and Projects

• Click the light bulb icon in the top menu to find articles related to tasks or projects.

Conclusion

You now know how to use Quick Search and the Search Center to find content in the Knowledge Base. By using filters, operators, and namespace pills, you can get more accurate results and improve how you work with knowledge in Easy8.

Related Topics and Further Reading

• Easy8 Documentation
• Easy Project Documentation