# Navigating your workspace

URL: https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace
Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Productivity & collaborating](https://attio.com/help/reference/productivity-collaborating)

Navigate Attio with the sidebar, search, and quick actions.

## Using the sidebar

The sidebar is home to your **Home** page, **Search**, notifications inbox, **Tasks**, **Notes**, **Emails**, **Calls**, **Reports**, **Sequences**, **Workflows**, **Favorites**, **Records**, **Lists**, Ask Attio **Chats**, and more.

![Attio sidebar with a view of companies with names, websites, and tags. Sidebar includes various menu options like Home, Tasks, and Records.](https://a.storyblok.com/f/234930/626x921/27b93190df/attio-sidebar.png)

- **Home** is where you can find an overview of your upcoming meetings, tasks, and chat with [Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio).
- [The notifications inbox](https://attio.com/help/reference/account-settings/notifications) is where you'll find notifications about comments you've been mentioned in, emails you've been granted access to, tasks you've been assigned, and more.
- **[Tasks](https://attio.com/help/reference/productivity-collaborating/tasks)** is where you'll see the status of any tasks assigned to you, as well as tasks you’ve assigned to others.
- **[Notes](https://attio.com/help/reference/productivity-collaborating/notes)** is where you'll find all your team’s notes and note templates.
- **[Emails](https://attio.com/help/reference/email-calendar/send-emails-in-attio)** is where you can find your email drafts, workspace email templates, queued emails in your outbox, and emails that failed to send.
- **[Reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/)** allow you to create dashboards and highly customizable charts to visualize your lists and records data.
- **[Calls](https://attio.com/help/reference/productivity-collaborating/call-recording/recording-calls-with-attio)** is where you'll find all calls you've recorded with Attio.
- **[Sequences](https://attio.com/help/reference/automations/sequences/create-a-sequence)** is where you can build and manage email sequences.
- **[Workflows](https://attio.com/help/reference/automations/workflows/create-a-workflow)** is where you can build and manage workflow automations.
- **Favorites** is where you can see items you've marked as favorites and organize them in folders.
- Under **[Records](https://attio.com/help/reference/managing-your-data/records/create-and-view-records#view-all-your-records)** you will find your all records pages, including **Companies** and **People** and any other objects you are using. These contain all records in your workspace.
- **[Lists](https://attio.com/help/reference/managing-your-data/lists/create-lists)** are homes to your various workflows or projects.
- **Chats** is where you can open a past conversation with [Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio), or click **+** to start a new chat. Use the gear icon to change the sort order.

### Favorites

You can save the following items as favorites, which appear in your sidebar under **Favorites**:

- **Reporting dashboards:** Click the star next to a dashboard on the **Reports** page, or next to its name when viewing it.
- **Workflows and sequences:** Click the star next to a workflow or sequence from the **Workflows** or **Sequences** page, or when viewing it.
- **Notes:** Open a note, select the **⋮** icon, then choose **Add to favorites**.
- **Note and email templates:** Open a template, select the **⋮** icon, then choose **Add to favorites**. Selecting a favorited template from the sidebar creates a new note or email with the template applied.
- **Records:** Click the star in the top-left of a record page, or hover over a record name in a view and click the star.
- **List views:** Select a view in a list, then choose **⋮** and **Add to favorites**.
- **All records views:** Select a view in an all records page, then choose **⋮** and **Add to favorites**.
- **Ask Attio chats:** After sending at least one message, click the star icon to favorite the chat.

When the star icon is displayed, you can right-click it to save the favorite to a folder, move it to a different folder, or remove it from favorites.

> **Note: **Favorites and folders are personal to you and won’t appear in other team members’ sidebars.

#### Organize your favorites

Hover over the **Favorites** section of the sidebar and click the folder icon to create a folder. Give the folder a name and drag items into it to organize the items. Drag and drop favorites or folders in the sidebar to reorder them.

Hover over a favorited item and click the slashed star icon to remove it from your favorites.

Hover over a folder and click the **⋮** icon to **Rename** the folder or **Delete** **folder**, which will remove all items it contains from your favorites.

Video: https://vimeo.com/1024492622

### Sort and search lists in sidebar

If you hover over **Lists** in the sidebar, you'll see a gear icon appear. Click the gear to customize how lists are shown in the sidebar. Choose a sort option:

- **Most relevant**: sort based on frequency and recency of interaction with lists
- **Recently added**: sort by list creation date, with newest lists first
- **Alphabetical**: sort by list name
- **Custom**: drag and drop lists to place them in a custom order

The sort option you choose will only be applied for you. Other workspace members can have different sort options applied. However, when you drag and drop lists to change the custom order, the changes will also be applied for all other workspace members who have selected the **Custom** option.

By default, the sidebar will show a maximum of six lists. Toggle **Show all lists** on to remove the limit and show all lists in the sidebar.

![User interface showing a sidebar with categories and a dropdown menu for sorting lists, including "Most relevant" and "Alphabetical."](https://a.storyblok.com/f/234930/930x726/4cfc6e0dce/list-settings-sidebar.png)

To find a list that isn't shown, click **All lists** and type the name of the list to search for it.

![User interface showing a menu with list options like Customer Success, Recruiting, and Fundraising. A search bar and "Create a list" option are visible.](https://a.storyblok.com/f/234930/1258x830/2c8d9ae817/all-lists-sidebar.png)

## Search and quick actions

Searching in Attio is simple, intuitive, and fast. Search through your records and find everything you need in seconds.

You can bring up the search window with the `/` key anywhere in Attio, or click the search box at the top of your sidebar. Use the search window to quickly find your records by name, email, domain, phone number, or ID (for standard objects), and you can also search by keywords contained in descriptions, social media handles, and location attributes to see all relevant results.

### Quick actions and keyboard shortcuts

Attio supports over 30 quick actions, which are keyboard shortcuts for commonly used actions. You can view quick actions within search or use the following keyboard shortcuts anywhere in Attio:

- Open quick actions suggestions with `cmd + k`, which will differ depending on where you are in the platform
- Create a new note with `n`
- Create a new task with `t`
- Start a new [Ask Attio chat](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio) by typing a prompt and pressing `tab`
- Compose a new email with `c`
- Access Help center articles or contact Attio's Support team with `?`

![A search interface displaying options like "Invite teammates," "Search records," and "Create task" with shortcut keys beside each option.](https://a.storyblok.com/f/234930/1542x1086/a120f91917/quick-actions.png)

Find all of Attio's keyboard shortcuts by hitting the **?** key anywhere in Attio and choosing **Shortcuts**.

### Calendar events in quick actions

If you have [synced your email and calendar](https://attio.com/help/reference/email-calendar/email-and-calendar-syncing) with Attio, you can view and manage your upcoming meetings directly from the search and quick actions** **window. You can RSVP to events, check meeting details, and create notes in just a few clicks. To access upcoming meetings:

- Open quick actions with **cmd/ctrl + k**.
- Click **View upcoming meetings**.

This opens a view showing all your meetings for today and tomorrow, including details like calendar entries, call recordings, and participant records.

From **Upcoming meetings** within **Quick actions**, you can:** **

- See the date, time, meeting room link, and description for each calendar event
- View the list of participants, with colored circles indicating RSVP status: green for yes, orange for tentative, and red for no
- RSVP to events or update your response.
- Create a meeting note by selecting an event and clicking **Create note**. Choose the relevant record, write your note, and it will automatically appear under the **Notes** tab on that record’s page
- Manage call recording preferences by selecting an event and toggling between **Auto**, **Recording on**, or **Recording off** under **Call intelligence**.

![Calendar interface showing upcoming meetings, including "Onboarding Greenleaf" on May 14, with details and attendee list on the right.](https://a.storyblok.com/f/234930/3840x2160/84639d057d/quick-actions-meetings.jpg)

## Switching workspaces

If you are a member of more than one Attio workspace, you can click your workspace name in the upper-left of your account, then click the name of another workspace to switch to that workspace.

## Account and workspace settings

When you click your workspace name in the upper-left of your account you will find **Account settings**, and you’ll also see **Workspace settings** if you’re an admin.

In **Account settings** you can do things like update your profile picture, [sync your email and calendar](https://attio.com/help/reference/email-calendar/email-and-calendar-syncing), and manage your [notifications settings](https://attio.com/help/reference/account-settings/notifications).

Within **Workspace settings** admins can do things like update the workspace name and logo, [manage members and admins](https://attio.com/help/reference/workspace-settings-billing/manage-members-and-admins), see [plans and billing information](https://attio.com/help/reference/workspace-settings-billing/billing-and-payments), and [create object attributes](https://attio.com/help/reference/managing-your-data/attributes/create-manage-attributes).