Nano Search, Workload and Filters
Introduction
Nano Search has been enhanced to make it faster and easier to find, filter, and act on your workload. The updated interface introduces a new filter-as-you-type builder, clearer workload categorisation, improved visual indicators for column filters, and streamlined actions from the activity bar. These changes are designed to reduce clicks, improve clarity, and help you respond to calls and tasks more efficiently.
What Nano Search does
The updated Nano Search interface now includes:
Search bar at the top so you can quickly do a description contains search.
Filter-as-you-type builder that lets you build criteria as you go and search using contains options for more flexible matching.
Clear all filter options at the bottom of all search and workload options.
Core style workload categorisation that aligns the Nano experience with the core workload view, while removing the older tickbox approach.
Analyst-specific workload views that allow you to select an analyst and see their outstanding workload.
Grid filtering on the workload grid so you can apply multiple filter criteria for a focused view of items.
Column filter highlighting so any active column filter is clearly shown in red.
Activity bar actions replacing the old right-click menu, putting common actions in a consistent, discoverable place.
Bulk forward and Close by highlighting a number of items to bulk forward or close, based on permissions.
Key Benefits
Faster filtering and searching – Type directly into the new filter-as-you-type builder and use contains-based conditions to quickly narrow down your results.
Reusable searches – Once you are happy with your filter criteria, you can save the search and reuse it as part of your saved searches, reducing set-up time.
Consistent experience – The workload categorisation in Nano is now aligned with the core workload style, making it easier to move between views.
More visible filters – Column filters stand out in red when they are active, making it obvious when the grid is narrowed and preventing confusion about missing items.
Quicker reset to normal view – Use the Clear all filters option at the bottom of the grid to immediately return to the default view.
Actions are no longer hidden or require a right click – Common actions such as review, notes, watching, emailing, printing, and OData export are grouped in the activity bar for easier access and bulk operations.
Bulk forwarding and closure - speeding up analyst actions
Using the filter-as-you-type builder
Open Nano Search and locate the filter builder area above or alongside the results grid.
Start typing the value you want to filter on (for example, part of a reference, customer name, or status text).
Select the appropriate field and condition (such as contains) from the options provided.
Add additional criteria as needed. You can continue to type and choose new conditions to refine the results.
Review the results in the grid as you build your criteria. The grid updates in line with the filters you apply.
Steps for adding and saving a Nano search
Use these steps to create and save a reusable Nano search:
Open Nano Search from your workload area.
Use the filter-as-you-type builder and the left-hand filter options (Calls, Tasks, Requests, submission status, etc.) to define your criteria.
Apply grid filters by using the column headers in the results grid. Any active column filter will be highlighted in red so you can see it at a glance.
Once you are happy with the results, choose the option to save search.
Give the saved search a name that clearly describes its purpose (for example, “Escalated calls – this week” or “My suspended tasks”).
Save your changes. Your search is now available to reuse from the saved searches area without needing to rebuild the filters.
Managing workload categories
A new option 
allows on the righthand side of the workload categories allows you uses the same core workload categorisation you are familiar with, without the older tickbox controls.
View Outstanding Items
Switch to Suspended Items
See Escalated Items
Working with column filters
When you apply a filter directly on a column, the column header will be highlighted in red to indicate that a filter is active.
Use these visual cues to quickly understand why some items may not be visible in the grid.
To remove filters, select the Clear all filters option at the bottom of the grid. This immediately returns the view to its default state.
Using the activity bar actions
The actions that were previously available via right-click in the search and workload views are now located in the activity bar on the right-hand side of the screen. This makes actions more visible and consistent across the interface.
From the activity bar you can:
Select (Review) – Open the selected call or item for detailed review.
Add note – Attach a note to the selected call for additional context or updates.
Watch / Unwatch call – Start or stop watching a call so you receive relevant updates.
Email – Send an email related to the selected call.
Forward (bulk forward) – Forward multiple calls at once to another queue or team.
Close (bulk) – Close multiple calls in a single action when your criteria are met.
Open a print report – Generate a printable view of the current results.
Copy OData URL – Copy the OData URL for the current search so you can use the data in external reporting tools.
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