Find your way around
The navigation, your personal queue, search and the assistant — the four habits that make the platform quick.
4 min read · Last reviewed 18 August 2026
“For me” is your home
The first entry in the navigation is not a module — it is your queue: the actions you owe, the acknowledgements and signatures waiting on you, and your unfinished drafts, merged into one list.
For most of the team, this page is the product: open it, clear it, done.
Counts in the navigation show where something needs attention, so you navigate to the red rather than from memory.
Search and the assistant
Global search (the magnifying glass, or Cmd/Ctrl-K) jumps to any record or page by name.
The assistant bubble in the corner answers questions about your data — “how many actions are overdue?” — scoped to what you are allowed to see.
On a phone, the tab bar keeps your queue and the reporting modules one thumb away.
Tip: Search is the fastest way to move between records you already know exist; the assistant is the fastest way to answer questions you would otherwise build a report for.