This page is your map of the Metal app: where everything lives and how the pieces connect.
The left sidebar is your main way to move around. From top to bottom:
- Search — opens a command palette to jump to anything (see below).
- Home — your starting point, with chat and an overview.
- Active Pipeline — track deals in motion on a board or list.
- Projects — your project workspaces.
- Workflows — run and review AI workflows.
- Lists — build and manage lists.
- Files — your documents, with sub-items like My Files, CIM Library, and Folders, plus any connected storage (Egnyte, SharePoint, Box, ShareFile, Google Drive).
Under the Records group you’ll find your data:
- Companies, Deals, People, and (when enabled) Portfolio and Activities.
- Use the + on the Records group to quickly add a record.
Search and chat
- Search (press ⌘ K) opens a command palette to find companies, deals, files, and pages.
- Chat (press ⌘ J) opens the AI assistant on supported pages.
See Searching in Metal for details.
Open the menu in the bottom-left (your name/avatar) to reach:
- Settings — personal and (for admins) firm settings.
- Theme — Light, Dark, or System.
- Feedback and Support.
- Log out.
Belong to more than one organization? Use Switch organization in the sidebar header to move between them.
