> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating Metal

> Find your way around the Metal app — the sidebar, search, and your account menu.

This page is your map of the Metal app: where everything lives and how the pieces connect.

## The sidebar

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](/help/workflows).
* **Lists** — build and manage [lists](/help/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 <kbd>⌘</kbd> <kbd>K</kbd>) opens a command palette to find companies, deals, files, and pages.
* **Chat** (press <kbd>⌘</kbd> <kbd>J</kbd>) opens the AI assistant on supported pages.

See [Searching in Metal](/help/search) for details.

## Your account menu

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**.

<Tip>
  Belong to more than one organization? Use **Switch organization** in the sidebar header to move between them.
</Tip>