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Accessing Saved Searches via Shortcuts
Accessing Saved Searches via Shortcuts

Creating and Accessing Saved Searches via Shortcuts

Updated over 3 months ago

In Sleekplan, you can save customized searches for quick access through shortcuts. This feature allows you to streamline your workflow by easily accessing frequently used search criteria or filters. This guide will walk you through the steps to create, access, and manage saved searches. Currently, this feature is available for both the Feedback page and the News Feed. This guide will walk you through the steps to create, access, and manage saved searches.

Creating a Saved Search

Step 1: Navigate to the Feedback Page

  1. Apply your desired filters using options such as status, category, owner, tags, etc.

Step 2: Save the Search

  1. Press CMD+K to open the command palette.

  2. Select the option "Add saved search".

  3. In the screen that appears, provide the following details:

    • Name: Enter a name for your saved search.

    • Description: Optionally, add a description to help identify the search.

    • Visibility: Toggle whether this search is private (only you can see it) or shared (available to your team).

  4. Click Save to store your search.

Accessing Saved Searches

To quickly load a saved search:

  1. Press CMD+K anywhere in the admin panel.

  2. Select the saved search from the list that appears.

Deleting a Saved Search

  1. Find the search you want to delete and remove it from the list.

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