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Finding work with search and shortcuts

A practical guide for architecture studio workflows in Beech.

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16 August 2026

Updated 16 August 2026 · Beech Product Education Team

Jump to a drawing by reference, open the assistant, and use the shortcuts that save a trip through Projects.

Intent: Explain finding work with search and shortcuts in a way that a new team member can follow without prior Beech context.

Who this helps: Architecture studio admins, managers, and contributors who need a repeatable operational workflow.

Beech is faster when you stop browsing and start jumping. Drawing numbers, project names, and vendor names are all searchable. A handful of keys cover the rest of the chrome.

Global search

Press Cmd+K (Mac) or Ctrl+K (Windows) from anywhere. Type a reference (RV01-FLP-005), a project, a task title, or a vendor. Results respect your role. Enter opens the item.

Other keys worth learning

  • Cmd/Ctrl + J — personal assistant: scratchpad and reminders. Not tied to a project.
  • Esc — close search, menus, and the help panel.
  • Question mark in the top bar — Help Centre, Guides, Docs, and the shortcut list.

The bell

Notifications cover deadlines, reviews, vendor follow-ups, On Hold, blocked/unblocked, and project handoff. Click through to the item, or open the full inbox at /notifications. Digest email defaults to daily; change it in My profile → Notification preferences.

Workspace filters live in the URL. Bookmark “my overdue drawings” or share a filtered board with a colleague instead of describing it in chat.

Prerequisites

  • Confirm you can access the project and the page referenced in this workflow.
  • Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

  • Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

  • Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

  1. 1
    Troubleshooting step 1

    If a control is missing, verify your role has permission for the action.

  2. 2
    Troubleshooting step 2

    If results look wrong, check filters and refresh to confirm latest synced data.

Full reference: Navigation in the user guide

Related guides: Signup and first login checklist · Troubleshooting Beech workflows · Your first week in Beech

Next: explore related feature workflows.