How to Search and Review Files Across All Projects in zipBoard

To search and review files across all projects using the Global Asset View, use the All Assets tab to browse or search your global asset library across projects, and use the My Work tab to track your pending reviews and active asset to review. Filter your views instantly by project, asset type, file status (Approved, In Progress, Rejected), due date, or uploaded file to eliminate administrative bottlenecks and clear your approval backlog.

How to Search and Review Files Across All Projects

Step 1: Navigate to All Asset Tab in your zipBoard Dashboard

Step 2: Choose Between All Assets and My Work  Tab

  • All Assets Tab: Click this tab to view every file you have permission to see across all accounts and projects in either a Grid or List view. Use this to form your ultimate global asset library without digging through separate folders.
  • My Work: Click this tab to open your review pipeline. This section is explicitly split into Reviewed and Need to Review to help you focus on active assignments, while keeping a clean record of what you've worked on.

Step 3: Apply Sorting and Filtering Parameters

Narrow down your massive asset or task lists instantly using the multi-parameter filter bar:
  • Projects: Filter files or tasks by specific project directories.
  • File Status: Filter by current lifecycle states (Approved, In Progress, Rejected).
  • File Types: Filter by asset formats (such as images, videos, documents, or prototypes).
  • Due Date & Uploaded File: Sort items by chronological deadlines or upload metadata.
  • Name: Type precise keywords to locate files by name instantly.

Step 4: Navigate to open your files

  • Select open if you want to see the asset card, reviewer status, and the asset details
  • select markup if you want to start a review session for the asset.

Searching for Files Inside Archived Projects

To find files inside archived projects, you can turn on the "show archived" button, and the files inside archived projects will automatically be added to your All Assets list.

Frequently Asked Questions (FAQ)

What is the difference between All Assets and My Work?

All Assets gives you a complete, searchable global library of every file across all your projects. My Work functions as your action-oriented review command center, breaking down files specifically into Reviewed and Need to Review sections so you never miss a deadline.

How do I filter files by status or project?

You can use the built-in sorting and filtering tags available at the top of both the All Assets and My Work tabs. Parameters include project names, file types, due dates, and file statuses like Approved, In Progress, or Rejected.

How does the system handle security and permissions across multiple projects?

The global view utilizes inherited query-time permissions. This means you will only see assets and files from projects and accounts that you are explicitly authorized to access, ensuring strict client data isolation.

Why aren't my assets listed in My Work section?

You need to be assigned as a reviewer on the asset for it to appear in your My Work section.

How do I restore my default section order or collapse states after customizing my view?

Use the Reset layout feature, which provides a one-click way to revert your workspace back to its original default arrangement.

Can I change how many items are displayed on a single page?

Yes, you can adjust the Pagination settings to show 25, 50, or 100 items per page.

Why is the same asset appearing in multiple sections under "My Work"?

An asset can appear in more than one My Work section simultaneously, for example, it can show up in both "Needs my review" and "Due soon & overdue" at the same time.

Can I customize the order of sections, and will my changes save if I clear my cache?

You can use personalization to drag-and-drop sections to reorder your view. This layout preference is saved directly to your user profile and survives a cache clear.

How do I locate a file's location while reviewing it?

You can click the "Find this file in the project" link directly from inside any active review interface to jump straight to its location.

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