Product
BookingsNewClasses, appointments and packs on one calendarSales and moneyNewCheckout, invoices and what came in todayClientsNewEvery client's history, forms and visitsEmail marketingNewNewsletters and automations that bring clients backAI AgentAnswers and books on WhatsApp, Instagram, Messenger, web chat and emailLeadsNewEvery enquiry on one board, with the next step and when it's dueTasksNewYour team's to-dos, made for you when leads and bookings changeSocialNewPlan and publish your postsReportsNewSales, bookings and clients at a glanceAI AutomationsWorkflows that run themselves, without losing qualityAI-Powered CreativeSenior creative, faster, with AI in the loop
Performance
Google AdsSearch, PMax and YouTube, priced by the workMeta AdsFacebook and Instagram with creative that keeps winningDigital AdsMeta, Google and TikTok campaigns that convertSocial Media CreativeReels, carousels and content for every platformKOL ManagementInfluencer strategy and execution, end to endSEOOrganic growth that compounds month over month
Creative and brand
Video and Media ProductionBrand films, reels and content at speedBranding and StrategyPositioning, messaging, identity and guidelinesEmail CreationEmails people open, read and buy fromWeb DevelopmentWebsites and landing pages built to sellApp DevelopmentMVP to store-ready, fixed price and date
Try it now
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Getting started

Searching your workspace

One box finds conversations, people, bookings, invoices, products, help and settings, by the words you type or by what you mean.

Zack Lam
Authored by Zack LamFounder, doTask
A smiling barista behind the counter
Getting started
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

Click Search in the top bar (the magnifier on a phone) or press ⌘K (Ctrl K on Windows). Matches for the words you type show at once; a moment after you stop typing, doTask also looks for what you mean and adds those, marked Related.

What it looks through

  • Pages and settings: ask in your own words, for example “where do I change my WhatsApp number” or “invite a colleague”.
  • Conversations, including what customers and your team wrote in them.
  • Contacts and leads: names, email addresses, tags, stage, and phone numbers written any way (012-345 6789 finds +60123456789).
  • Tickets, bookings (by customer, service or booking code), invoices and payments (by number, customer or what was sold).
  • Products, menu items and bookable services; help articles and the AI Agent’s knowledge; tasks.

Languages

Search by meaning understands English, Malay and Chinese, and finds a record written in one language from a question in another.

What you see

  • Results are grouped by kind; the group with the best match comes first. Use the arrow keys and Enter, or tap a row.
  • You only see what you could open yourself: records of the workspace you are in, and invoices, payments and menu prices only if your role may see Sales (never in Staff mode).
  • Private notes about clients, visit notes, form answers, emergency contacts, notes on conversations and bookings’ internal notes are never searched. Open the client’s record to read them.

Limits

Searching by words has no limit. On the Free plan, search by meaning covers 300 searches and 2,000 records a month; after that the words still work, and it starts again next month. Paid plans have no limit.

TipNew and changed records can be found by their words straight away; finding them by meaning follows within a few minutes.
See also:All documentationFAQ