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Finding your way around: sidebar, search & command menu

Getting StartedAll usersVerified 5 Oct 20261 min

The sidebar

The sidebar on the left lists every module you have access to — Forms, Audits, Tasks, Assets, and more. Modules you don't have permission for simply don't appear.

The search bar at the top lets you look up records, forms, tasks, and people across the whole app, not just the module you're currently viewing.

The command menu

Press Ctrl+K (or Cmd+K on Mac) anywhere in the app to open the command menu — a fast way to jump to a page or record without clicking through the sidebar.

These three tools cover most day-to-day navigation; the sidebar for browsing, search for finding something specific, and the command menu for speed.

Walkthrough video

Every step above, performed once in a demo organisation.

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