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                    Guide

                    Command bar and shortcuts

                    Navigate the Copilot Dashboard with your keyboard

                    Command bar copy-icon

                    To open the command bar pree Command + K (Mac) or Control + K (Windows). From there you can search for actions by typing, use up/down arrows to navigate, and click Enter to select an action.

                    The command bar is context-aware so the options you will will differ based on the page you are on. For example if you are on a client details page, the first set of actions will relate to the client you are viewing.

                    Shortcuts copy-icon

                    Keyboard shortcuts let you navigate the Copilot Dashboard extremely quickly. To view all available keyboard shortcuts press Shift + ?. The most popular shortcuts are:

                    Shortcut

                    Action

                    o

                    Open client... (select client in the next step)

                    c

                    Create... (select client/invoice/etc. in the next step)

                    Command bar

                    Shortcuts