Opening search
Three ways:- Click the search field in the sidebar.
- Press
Cmd-K(macOS) orCtrl-K(Windows, Linux). - Type
/from anywhere in the portal.
What is indexed
Search covers:- All populated standard sections.
- All active Horizons.
- The glossary (owned vocabulary terms).
- Section history, including past values for changed fields.
- Archived Horizons by default. Tick Include archived to extend the search.
- Comments and Update Request discussion. Those are reachable from the Inbox.
- Settings pages. Those are reached from the sidebar.
Query patterns
The search field accepts a small number of patterns:- Plain text. Most useful for most cases. “Clear space” returns every passage mentioning clear space.
- Exact phrase. Wrap in quotes to match exactly.
"safe area"returns only the literal phrase. - Section restriction. Prefix with a section name and colon:
voice:tonesearches only the Voice section. Recognised prefixes:logo:,typography:,colour:,applications:,strategy:,voice:,photography:,social:,horizon:. - Field restriction. Less commonly needed:
field:colour-hex #0f0f0ffinds where a specific value lives. - Boolean operators.
AND,OR,NOTare recognised.colour NOT pantonematches colour passages that do not mention Pantone.
Result ordering
Results are ordered by a combination of recency and relevance. The default ordering shows the most relevant recent matches first. Two controls:- Sort. Switch between Relevance, Most recent, Oldest.
- Filter. Restrict to a section, an author, a date range, or active vs archived.
Keyboard shortcuts
The portal has a small set of shortcuts worth learning:- Search.
Cmd-K/Ctrl-K - Toggle sidebar.
Cmd-B/Ctrl-B - Toggle context panel.
Cmd-//Ctrl-/ - Inbox.
G then I - Settings.
G then S - New Horizon.
Cmd-Shift-N/Ctrl-Shift-N - Raise Update Request.
Rfrom a section page (team member, Keeper+) - Approve and apply.
Cmd-Enter/Ctrl-Enterfrom an open Update Request (brand owner)
Navigation patterns
A few patterns that show up across the portal:- Breadcrumbs at the top of every section. Click any part to jump up the hierarchy.
- Previous / next links. Move between adjacent sections in the standard order. Useful when reviewing the atlas end-to-end.
- Recently viewed. The five most recent sections appear at the top of the sidebar under Recent. Useful when bouncing between sections during a review.
- Pinned items. A brand owner or team member can pin a section or Horizon to the top of their sidebar. Pinned items are per-user.
Search and the team
Two things to know about search from the team-member side:- Search respects roles. A team member’s search results include only what their role can read. A restricted Horizon does not appear in their search even if a colleague’s results show it.
- Guest searches are scoped. A Guest accessing the atlas through a Guest Pass searches only the sections the pass covers.
When search does not return what you expect
Two common cases:- The term is not in the indexed material. Search shows zero results. Either the material is missing (in which case the atlas needs a new section or Horizon, or an Update Request) or the term is phrased differently than the term you searched. Try a synonym; use the glossary.
- The result is from history, not current. Search includes past values. The first result might be a value that has been replaced. The result page marks historical matches as such; the current section page is always linked.
Related pages
Portal anatomy
Where search sits in the portal.
Glossary
Owned vocabulary terms.
Notifications
How the Inbox is organised.