How to find people in the directory

about 4 minutes

Use the directory to find a person and check their posts. A manager can search for a name or a post without looking through each box on the board.

Step 1 — Open the directory

Click Directory in the sidebar. Use the Search field above the people table.

Full Directory window with its people search field outlined

Step 2 — Filter the list to users

Open Type. Select Users to show user entries.

Type filter set to Users above the directory table

Step 3 — Search for a name

Enter part of a name in Search.

Directory search for Inés showing one matching user

Step 4 — Search for a post

Replace the name in Search with a post name. We entered “Mail clerk.” The result shows Inés Cabrera with “Receptionist, Mail clerk” in POSITION.

Directory search for Mail clerk showing the user who holds that post

Step 5 — Open the person page

Click the person's name. Read Posts on the person page to see the posts they hold. Inés Cabrera holds Receptionist and Mail clerk.

Inés Cabrera person page with contact information and both posts listed

Step 6 — Show contacts

Click Directory above the person's name. Clear Search if it still contains text. Set Type to Contacts to show contact entries.

Directory filtered to Contacts with two contact entries

Step 7 — Show people listed on the board

Set Type to On the board.

Directory filtered to On the board showing Sofía Llamas as Advisor

Tips

Search and Type work together. A type filter can limit your search results.
Set Type to All and clear Search to return to the full list.
User names open person pages.