There are two types of finders in Yesplan: a general finder and finders for specific elements (events, resources, contacts and tasks).

In each of the finders, you can enter a query in the search field at the top. That way, you will limit the list of results in the finder to items that match the query. In a specific finder, the results are limited to that specific type. In other words, you can’t call up events in the contacts finder. You can also filter query results in such a way that you’re only searching within elements that belong to your own user group.

You call up specific finders by clicking the “Search…” menu item of the “Events”, “Resources”, “Contacts” or “Tasks” navigation menu items.

You can search through all elements, regardless of their type, in the general finder. You call up this finder by clicking “Search” in the navigation menu.

In the finders, you can save a query for future use. You do this by clicking “Saved Queries” and then creating a query (“Add Query”) or choosing an existing query. The selected query will be executed immediately. You can also edit saved queries via the “Edit” button.


The results and their CSV export contain only values of system fields and custom data fields that you may view. For more information, see Visibility of Custom Data and Granting Permissions.