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Navigating the dashboard
The dashboard layout splits into three areas: the main menu for navigation, a main content area, and the productivity bar for quick actions.
Spotlight search
Spotlight search is accessed from the productivity bar on the right side of your screen, or by pressing Cmd+K (Mac) or Ctrl+K (Windows). Typing a keyword returns matching projects, tasks, invoices, contacts, proposals, contracts, and conversations, grouped by category so the right result is easy to spot.
The search overlay opens from anywhere in the workspace without navigating away from the current page.
Notifications and workspace switcher
The notification bell in the productivity bar shows activity across your workspace: task assignments, invoice payments, form submissions, conversation replies, and other updates. Each notification links directly to the relevant item.
The workspace switcher in the main menu lets accounts that belong to multiple workspaces move between them without logging out and back in.