# Navigating Kepler

> The sidebar, global search, notifications and the layout conventions used across the app.

_Collection: Getting Started (getting-started) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/navigating-kepler/_

## The sidebar

The sidebar is your map. It's grouped into **General** (Dashboard, Notifications, Assistant, Reports), **Activity** (Communications, Calendar, Calls, Tasks, Notes) and **Recruiting** (Companies, Contacts, Jobs, Candidates, Pipeline, Placements, Lists). Search and the **+** (**New**) button sit above the groups, and **Settings**, **Account settings** and **Help** are available from the workspace menu at the top.

Campaigns and Automations appear in the Activity group, between Calls and Tasks, when enabled. Items you don't have permission for are hidden, so your sidebar may be shorter than this.

Drag the sidebar's right edge to resize it (double-click it to reset), or click the collapse control in the sidebar header — or press `Cmd/Ctrl + B` — to shrink it to icons, useful on smaller screens. Tooltips appear on hover while collapsed.

## Global search

Click **Search** at the top of the sidebar or press `Cmd/Ctrl + K`. The search dialog shows matching records on the left and a live **detail preview** of the selected record on the right. Use the arrow keys to select a result, `Enter` to open it, and `Cmd/Ctrl + Enter` to open the **Assistant**. `Tab` moves focus normally. See [Global search](/support/articles/global-search/).

## Notifications

**Notifications** in the sidebar opens your inbox in a panel beside the sidebar — AI-suggested record updates, suggested tasks and work assigned to you, in one stream; **Open full inbox** shows it as a page. Accept or reject each item in a click; see [Notifications & AI review](/support/articles/notifications/).

## List pages: tables, kanban and views

Record list pages (Candidates, Jobs, Companies and so on) share the same controls:

  - **Views** — save a named combination of filters, sorting, visible columns and display mode. Switch between views with one click.

  - **Display mode** — table or kanban. Kanban groups records by a status/select field of your choice.

  - **Filters & sort** — stack any number of attribute filters and sort rules; drag sort rules to re-order their priority.

  - **Inline editing** — click a cell to edit it in place; no need to open the record.

See [Views, filters & sorting](/support/articles/views-filters-and-sorting/).

## Record pages: tabs

Record pages show the tabs relevant to that record type. A candidate record shows Overview, Profile, Pipeline, Notes, Tasks, Communications and Documents, with Interviews, Placements, Lists, Calls and History under **More**. The **History** tab is the chronological timeline of everything that happened on the record: stage moves, notes, meetings, field updates and logged calls. See [The History tab](/support/articles/activity-timeline/).

On candidate, contact, company and job records, the tab content uses the full width. **Details ›** at the end of the tab row opens the record's fields in a panel over the right edge of the page, and the **Discussion** button in the header (beside Help) opens the record's comments in the same panel. Press the same button again to close it. On smaller screens, the bar at the bottom of the record opens them instead.

## Keyboard shortcuts

| Shortcut | Action |
| --- | --- |
| Cmd/Ctrl + K | Open global search |
| Cmd/Ctrl + Enter (in search) | Open the Assistant |
| Enter | Open the selected search result |
| Cmd/Ctrl + B | Show or hide the sidebar |
| Cmd/Ctrl + Z / Cmd/Ctrl + Shift + Z (in a table) | Undo or redo your last cell edit |
| Esc | Close dialogs and popovers |
| ? (on Communications) | Show the Communications keyboard shortcuts |

## Help, one click away

Click **Help** at the top right of any page (or choose **Help** from the workspace menu) to open Kepler Help in a panel beside your work. Search the articles, ask a question in your own words, or choose **Contact support** to send the team a message.