How to Search Your Threads in Blue J – Blue J

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.

You can also pin important threads so they remain at the top of your sidebar for quick access. Pinning makes it easy to keep ongoing work, frequently referenced research, and active client matters readily available.

Thread search searches:

Thread names
Questions you've asked
Answers generated by Blue J

Pin Important Threads

If there are conversations you return to frequently, you can pin them so they stay at the top of your sidebar.

Pinned threads appear in a dedicated Pinned section above Recents, making it easy to find ongoing work without relying on search or scrolling through recent conversations.

Common reasons to pin a thread include:

An active research thread you don't want to lose track of
A thread you'll reference during an upcoming client call
Research you revisit regularly

How Pinning Works

Pinning a thread moves it from Recents into the Pinned section.
Newly pinned threads appear at the top of the Pinned list.
Older pinned threads move down as you add new pins.
Manual reordering of pinned threads is not currently available.

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

Understanding Your Sidebar

Your sidebar is organized into sections:

Pinned – Threads you've chosen to keep readily accessible.
Recents – Your remaining recent conversations.

Recent threads are displayed in a single Recents list rather than being grouped by age.

Tips for Searching 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.
If it's a thread you use frequently, consider pinning it for faster access in the future.

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 Organizing Threads

Search and Pins work together to help you stay organized.

For threads you access frequently:

Pin active research so it remains at the top of your sidebar.
Pin conversations you'll need during client meetings.
Pin reference threads you return to regularly.

For all other conversations, use descriptive thread names to make them easier to identify in search.

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