/multi-plan-search

name: multi-plan-search
description: Search for tasks across all your Planner plans by keyword, assignee, status, or priority — unified cross‑plan task discovery in one view.

Multi-Plan Search

Search for tasks across every Planner plan you have access to. Filter by keyword, assignee, status, priority, or due date to find specific tasks regardless of which plan they live in. Get a unified cross-plan view that brings together work scattered across multiple plans into a single result set.

When to Use

• "Find all my urgent tasks across all plans"
• "Search for tasks about 'API' in any plan"
• "What's overdue across all my plans?"
• "Find everything assigned to Firstname1 across all plans"
• "Show all tasks due this week regardless of plan"

Instructions

Step 1: Identify the User

workiq-ask (
  question: "What is my profile information including display name, email address, and time zone?"
)

Extract **displayName**, **email**, and **timeZone**.

Step 2: Get All Plans

workiq-ask (
  question: "List all Planner plans I have access to, including each plan's name."
)

Collect all plans the user has access to. Note each plan name for subsequent queries.

Step 3: Resolve Search Targets

If the user searches by person name, resolve the person:

workiq-ask (
  question: "Look up the person named <person name or email> in the directory. Return their display name and email."
)

Step 4: Search Tasks Across Plans

Query tasks across plans based on the user's search criteria. Consolidate related filters into a single question where possible:

**Search by assignee:**

workiq-ask (
  question: "Find all Planner tasks assigned to <person name> across all my plans. For each task include the task title, plan name, assignee, due date, status, and priority."
)

**Search by status:**

workiq-ask (
  question: "Find all Planner tasks with status 'in progress' across all my plans. For each task include the task title, plan name, assignee, due date, and priority."
)

**Search by priority:**

workiq-ask (
  question: "Find all urgent priority Planner tasks across all my plans. For each task include the task title, plan name, assignee, due date, and status."
)

**Search by due date:**

workiq-ask (
  question: "Find all Planner tasks due on or before <date> across all my plans. For each task include the task title, plan name, assignee, due date, status, and priority."
)

**Search by keyword:**

workiq-ask (
  question: "Find all Planner tasks containing '<keyword>' in the title across all my plans. For each task include the task title, plan name, assignee, due date, status, and priority."
)

**Combined filters (overdue tasks for a person):**

workiq-ask (
  question: "Find all overdue Planner tasks assigned to <person name> across all my plans. For each task include the task title, plan name, due date, status, and priority."
)

Step 5: Aggregate and Sort Results

Combine results from all plans into a unified list. Apply any remaining client-side filters:

• **Keyword match** — filter task titles containing the search term (case-insensitive)
• **Overdue filter** — dueDateTime < today AND status ≠ completed
• **Date range** — tasks due within a specific window

Sort results by: 1. Priority (urgent first) 2. Due date (soonest first) 3. Plan name (alphabetical)

Step 6: Present Unified Results

Output Format

🔍 MULTI-PLAN TASK SEARCH
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔎 Query: {search description, e.g., "urgent tasks assigned to me"}
📁 Plans Searched: {N}
📊 Results: {N} tasks found

📊 RESULTS BY PLAN
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  📁 Sprint 42:              {N} matches
  📁 Product Launch:         {N} matches
  📁 Q1 Marketing Campaign:  {N} matches
  📁 Onboarding:             {N} matches

🔴 URGENT / IMPORTANT ({count})
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 #   Task                       Plan              Assignee        Due         Status
 1   Fix payment gateway        Sprint 42         Firstname1 Lastname1  Mar 5       🔄 In Progress  ⏰
 2   Security vulnerability     Sprint 42         Firstname2 Lastname2  Mar 8       ⬜ Not Started
 3   Launch prep checklist      Product Launch    You                   Mar 10      🔄 In Progress
 4   API rate limiting          Sprint 42         Firstname3 Lastname3  Mar 12      ⬜ Not Started

🟡 MEDIUM / LOW ({count})
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 #   Task                       Plan              Assignee        Due         Status
 5   Update API documentation   Sprint 42         You             Mar 15      ⬜ Not Started
 6   Design email template      Q1 Marketing      Firstname1 Lastname1  Mar 18      🔄 In Progress
 7   Review onboarding flow     Onboarding        You             Mar 20      ⬜ Not Started
 8   Social media calendar      Q1 Marketing      Firstname3 Lastname3  Mar 22      ⬜ Not Started

📊 SEARCH SUMMARY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  📊 Total matches: {N}
  ⏰ Overdue: {N}
  🔴 Urgent/Important: {N}
  ⬜ Not Started: {N}
  🔄 In Progress: {N}
  📅 Due this week: {N}

👤 BY ASSIGNEE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  You:           {N} tasks across {N} plans
  Firstname1 Lastname1:  {N} tasks across {N} plans
  Firstname2 Lastname2:  {N} tasks across {N} plans
  Firstname3 Lastname3:  {N} tasks across {N} plans

🛠️ ACTIONS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  "mark #1 complete"           — complete a task
  "assign #2 to Firstname3"    — reassign
  "show only overdue"          — refine results
  "search for 'design'"        — new keyword search
  "drill into Sprint 42"       — view plan details

Parameters

| Parameter | Required | Default | Description | |-----------|----------|---------|-------------| | Keyword | No* | — | Search term to match