Search and Filter Conversations
Use page-scoped global search, status filters, assignee filters, date ranges, and row actions to find and triage conversations fast.
Use page-scoped global search, status filters, assignee filters, date ranges, and row actions to find and triage conversations fast.
This guide explains how to search and filter conversations in the JobsiteOn inbox. You will learn how to use the search icon to open global search already filtered to Emails, Requests, or Chats, apply filters to narrow your view by status, assignee, or date, use row actions for triage, and use keyboard shortcuts to navigate your inbox efficiently.
By the end of this guide you will know how to:
Make sure you have:
Note: Search respects the selected global-search filter. Use Emails, Requests, Chats, or All in the search dialog depending on how broad you want the search to be.
JobsiteOn uses one global search tool, but it opens with helpful context from the page you are on:
Tip: If you are not sure where something lives, start with Cmd+K / Ctrl+K on All. If you know the item belongs to Emails, Requests, or Chats, use the search icon on that page so the right filter is selected for you.
The search icon is located in the page header near the top of the inbox. It is the fastest way to find a specific conversation or request when you know a keyword, name, email address, or reference number.
Click the search icon on Emails, Requests, or Chats. JobsiteOn opens global search with that page's filter already selected. You can also press Cmd+K on Mac or Ctrl+K on Windows, then choose the filter you want.
Enter your search term. With the inbox-related filters selected, search checks the relevant fields:
Search results begin appearing as you type in the global search dialog.
The search dialog updates to show records matching your query and selected filter. Use the filter chips if you need to switch from Emails to Requests, Chats, or All.
Click a result to open it.
To search more broadly, clear the selected filter or choose All. To return to your inbox without opening a result, press Escape.
Tip: If your search returns too many results, combine it with filters (described below) to narrow down further. For example, search for "roof repair" and filter to only Open conversations.
Email and request rows include fast actions for common triage work. Hover over a row to reveal the actions under the profile photo:
Rows from today show the time only. Older rows show the date, such as "June 20", so the list stays compact while still showing age clearly.
Status filters let you view conversations based on their current lifecycle state.
The status filter controls are displayed as tabs or buttons above the conversation list. The available options are:
Click a status filter to immediately update the conversation list. Only conversations with the selected status are shown.
Common workflows:
Note: Status filters persist as you navigate between conversations. If you have the Closed filter active and open a conversation, returning to the list keeps the Closed filter in place.
Assignee filters help you focus on conversations owned by a specific team member or see unassigned work.
Tip: Combine the "Assigned to me" filter with the "Open" status filter for the clearest view of your active responsibilities. This combination answers the question "What do I need to work on right now?"
Date filters help you find conversations from a specific time period.
The date filter applies to the most recent activity on the conversation, not the date the conversation was created. A conversation created six months ago that received a new reply today will appear in the "Today" filter.
This behavior ensures you see recently active conversations, which are typically the most relevant.
Note: Date filters are especially useful for reporting and review purposes. For example, you can see all conversations that were active last week to prepare for a team meeting.
The real power of filtering comes from combining multiple dimensions. All filters work together to narrow your view progressively.
| Status | Assignee | Date | Use case |
|---|---|---|---|
| Open | Assigned to me | Today | My active work for today |
| Open | Unassigned | Last 7 days | Conversations waiting to be claimed this week |
| Closed | All | Last 30 days | Monthly resolution review |
| Snoozed | Assigned to me | All | My deferred conversations |
| Open | Specific team member | All | Reviewing a colleague's workload |
Filters are applied with AND logic. When you select "Open" status AND "Assigned to me," only conversations that satisfy both conditions appear. Adding a date range further narrows the results.
To reset all filters, look for a Clear filters or Reset control in the inbox toolbar. This returns you to the default view (Open conversations, all assignees, no date restriction).
If you frequently use the same filter combination, you can save it for quick access.
Saved filters appear as quick-access options in the filter area. Click a saved filter name to instantly apply all its filter settings.
You can rename or delete saved filters from the filter management area. Saved filters are personal to your account, other team members have their own saved filters.
Tip: Create 2-3 saved filters for your most common views. A "My to-do" filter (Open + Assigned to me) and an "Unassigned queue" filter (Open + Unassigned) cover most daily needs.
Power users can navigate the inbox entirely with the keyboard. Here are the essential shortcuts:
| Action | Shortcut |
|---|---|
| Open global search | Cmd+K on Mac or Ctrl+K on Windows |
| Remove last filter | Backspace in an empty global-search input |
| Close search | Escape |
| Action | Shortcut |
|---|---|
| Move to next conversation | J or Down arrow |
| Move to previous conversation | K or Up arrow |
| Open selected conversation | Enter or O |
| Return to inbox list | Escape (from conversation view) |
| Action | Shortcut |
|---|---|
| Compose new email | C |
| Reply to conversation | R |
| Close conversation | E |
| Snooze conversation | Z |
| Assign conversation | A |
Combine navigation and action shortcuts to process your inbox quickly:
This keyboard-driven workflow lets you triage dozens of conversations in minutes.
Tip: You do not need to memorize all shortcuts at once. Start with Cmd+K / Ctrl+K for search and J/K for navigation. Add more shortcuts as you become comfortable.
Try the following:
Check that your filter combination is not too restrictive. If you have status, assignee, and date filters all active, a conversation must match all three to appear. Try removing one filter at a time to see if the conversation appears.
Saved filters are stored per user account. If you log in with a different account, your saved filters will not be present. Check that you are logged in with the correct account. If you recently cleared your browser data, your filter state may have been reset.
Search currently matches attachment file names but does not search inside the content of attached documents. To find a conversation with a specific attachment, search for the file name.
Yes. Search looks through all content in a conversation, including Internal Chat messages. This means you can search for team-only messages such as "urgent" or "needs manager approval" to find conversations flagged with those keywords.
Export functionality for search results is not currently available. You can use the search and filter tools to identify conversations and then take action on them directly within the inbox.
Keyboard shortcuts use a fixed default layout that cannot be customized. The shortcuts are modeled after common email client conventions (similar to Gmail's keyboard shortcuts) to make them intuitive for users already familiar with keyboard-driven email workflows.
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