Overview
You can quickly search across all of your Blue J threads to find previous research, even if the thread is no longer visible in your recent conversation list.
The thread search feature searches:
- Thread names
- Questions you've asked
- Answers generated by Blue J
Search Your Threads
- Locate the Search bar in the menu.
- Enter a keyword or phrase related to the conversation you're looking for.
- Review the matching threads and select the one you want to open.
Search results can be based on:
- Thread titles
- Keywords or phrases from your questions
- Text contained within Blue J's answers
What Search Includes
Thread search currently searches:
- Thread names
- Question content
- Answer content
Thread search does not currently search:
- Sources or source content
- Project names
- Project descriptions
Tips for Finding Threads
If you don't find what you're looking for immediately:
- Try different keywords or phrases.
- Search using a client name, tax topic, jurisdiction, or key concept.
- Search for wording that may have appeared in either your question or Blue J's response.
Why a Thread Might Not Appear
A thread may not appear in search results if:
- The search term doesn't appear in the thread title, question, or answer.
- You're searching for text that only appears in a source document or citation.
- You're searching for a project name or project description, which are not currently indexed by search.
Best Practices for Naming Threads
Although search now looks beyond thread titles, descriptive names still make conversations easier to identify at a glance.
When creating a new thread, consider:
- Including the main topic or issue.
- Adding specific details such as a jurisdiction, rule, or client name when appropriate.
- Avoiding generic titles like "Question" or "Research."
Examples
Instead of:
Asset acquisition
Use:
Asset acquisition – purchase price allocation rules
Instead of:
Client question
Use:
Client X – SALT deduction limitations
Clear thread names, combined with full-content search, make it much easier to find previous research when you need it.