Search and filters
Plenar searches across every entity in your project — tasks, goals, and milestones — and lets you narrow what you see by grouping work along the dimension you care about.
What you can search
Search matches against:
- Task titles and descriptions
- Goal names
- Milestone names
Results are grouped by type so you can find what you need quickly.
Search from the dashboard
Use the search box in the dashboard header. Type your query and results appear as you type, grouped by entity type. Click a result to navigate to it — tasks open in the Scope tab or detail panel, goals scroll to the goal section.
Search from Claude Code
Ask in natural language:
"Find all tasks with 'auth' in the name"
"Which goal contains the dashboard work?"
"Search for the Design auth database schema task"
"Find tasks related to the chart component library"Claude calls plenar_search and presents the results with task IDs, statuses, and scheduled dates.
Narrow the view by grouping
Search finds a specific item; grouping reshapes the whole view so you can scan a slice of work at a time. In both the Timeline and Scope tabs, the toolbar grouping dropdown reorganizes tasks by:
| Group by | What you see |
|---|---|
| Goal → Milestone | Tasks nested under their parent goal and milestone (the default) |
| Status | Tasks bucketed into To Do, In Progress, Blocked, and Done |
| Scope | Must tasks separated from Nice tasks |
| Assignee | Tasks grouped by the team member who owns them |
| Flat list | Every task in one ungrouped list |
Grouping by assignee answers “what is Elena Petrova working on?”; grouping by status answers “what is blocked?”; grouping by scope answers “what drops first if capacity tightens?”
Tips
- Search is case-insensitive.
- Partial matches work — searching “auth” matches “Design auth database schema” and “Write auth integration tests”.
- Results include current status and scheduled dates, so you can assess an item without opening it.
Common questions
Does search cover goals and milestones, or just tasks? All three. Results come back grouped by type so a goal match and a task match don’t blur together.
How do I see only blocked work? Switch the toolbar grouping to Status in the Timeline or Scope tab — blocked tasks collect under their own group.
How do I see one person’s workload? Group by Assignee. Each team member becomes a group header with their tasks beneath.
What to do next
- Explore the sample project — try grouping and the two task views on the sample data.
- Dashboard views — every tab, toolbar control, and what it does.
- Bulk operations — act on the set of tasks you just found.
- MCP tools —
plenar_searchparameters and response format.