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

# Navigation and Quick actions

> Use Quick actions, the sidebar, Recents, and tool preferences to reach every workspace surface without losing context.

Marketer has two navigation layers. The sidebar keeps the workspace's everyday tools visible. **Quick actions** is the complete command surface for opening a recent conversation, asking Marketer, switching workspaces, or reaching a page that is not pinned in the sidebar.

<Frame caption="The sidebar keeps Quick actions and fixed destinations above the configurable Tools section.">
  <img src="https://mintcdn.com/marketer-com/ztHdwYxjIRNKtNPb/assets/product-flows/navigation-sidebar-tools.png?fit=max&auto=format&n=ztHdwYxjIRNKtNPb&q=85&s=f44686da87e414209961287354c9b588" alt="Current Marketer sidebar showing Quick actions, Home, Analytics, Integrations, the Tools heading and customization control, and visible Campaigns, Creatives, Briefs, and Workflow rows" width="200" height="230" data-path="assets/product-flows/navigation-sidebar-tools.png" />
</Frame>

## Open Quick actions

Select **Quick actions** in the sidebar, or press `⌘` + `K` on macOS or `Ctrl` + `K` on Windows. The command palette opens with the prompt **Search chats, ask Marketer, or jump to a page…**.

<Frame caption="Quick actions keeps search above five browse tabs; Switch appears when workspace switching is available.">
  <img src="https://mintcdn.com/marketer-com/ztHdwYxjIRNKtNPb/assets/product-flows/quick-actions-controls.png?fit=max&auto=format&n=ztHdwYxjIRNKtNPb&q=85&s=610ac7e228b1e0a973153e631f6e3b3e" alt="Quick actions search with Recents, Ask, Go to, Switch, and Settings tabs" width="515" height="68" data-path="assets/product-flows/quick-actions-controls.png" />
</Frame>

The browse tabs are:

* **Recents** for recent chats
* **Ask** for suggested requests and specialist dispatches
* **Go to** for product destinations
* **Switch** when more than one workspace is available
* **Settings** for appearance controls

Start typing to search across the available groups instead of only the selected browse tab. Use the arrow keys to move through results and `Enter` to open the highlighted result.

## Reach a product surface

Search by the exact destination name. The available **Navigate** results include:

| Destination         | Use it for                                                                                  |
| ------------------- | ------------------------------------------------------------------------------------------- |
| **Products**        | Open the product catalog and the product records used as request context.                   |
| **Knowledge**       | Review durable workspace context and source material.                                       |
| **Skills**          | Review the reusable skills available to agents.                                             |
| **Activity**        | Inspect current and historical execution records.                                           |
| **Chats and tasks** | Search prior conversations and recent agent work.                                           |
| **Notifications**   | Read alerts, receipts, and approval updates.                                                |
| **Awaiting action** | Resolve decisions that still need a person.                                                 |
| **Studio**          | Open the creative production surface even though its fixed sidebar row is currently hidden. |

Quick actions also includes the visible product destinations, such as **Home**, **Campaigns**, **Briefs**, **Creatives**, **Analytics**, **Workflows**, **Settings**, and **Integrations**. Availability can still depend on the workspace, plan, role, and connected features.

<Note>
  A destination missing from the sidebar is not necessarily unavailable. **Chats and tasks** and **Studio** are deliberately absent as fixed rows in the current sidebar but remain reachable through Quick actions and their supported product links.
</Note>

## Use Recents for a fast return

The sidebar **Recents** group combines recent chats and tasks. Its filter offers **Recent**, **Chats**, and **Tasks**.

* Select a chat row to reopen the conversation and its request history.
* Select a task row to open the task's current execution detail.
* Use **Open chats and tasks** in the Recents header for the full searchable history page.

When titles are similar, open the row and match its workspace, time, attached context, specialist, and output before you answer a question, stop a task, or continue the thread.

## Ask or dispatch from the palette

The **Ask** tab contains **Ask Marketer** suggestions and a **Dispatch an agent** group. Selecting a suggestion starts a request with that prompt. Selecting a specialist prepares a new request addressed to that agent.

Review the seeded text before sending. Opening or selecting a palette row does not approve a later run proposal, tool action, or connected-account change.

## Switch workspaces deliberately

When the palette shows **Switch**, choose the intended workspace before opening a record or starting a request. After the switch completes, confirm the workspace name and recheck the source account or record.

Recent chats, campaigns, Knowledge, integrations, tasks, and pending decisions are workspace-scoped. A matching title in another workspace is a different record.

## Customize the sidebar tools

In the sidebar **Tools** section, select the slider control labeled **Customize sidebar tools**. The current **Tools** popover lets you show or hide these rows for the current user and workspace:

* **Campaigns**
* **Creatives**
* **Briefs**
* **Workflow**

Select **Reset** to restore all customizable tools when at least one is hidden. Hiding a row changes sidebar prominence; it does not delete its records or remove supported access through Quick actions.

**Studio** and **Products** are available through Quick actions but are not switches in the current Tools popover.

Fixed surfaces such as **Home**, **Analytics**, and **Integrations** are not controlled by these tool switches.

## Recover when a page is hard to find

<AccordionGroup>
  <Accordion title="The sidebar row is missing">
    Open **Quick actions**, search the exact page name, and check **Customize sidebar tools** when the page is one of the configurable tools.
  </Accordion>

  <Accordion title="Quick actions shows No matches">
    Clear the query, open **Go to**, and search the destination's current label. Confirm the active workspace and your access when the result still does not appear.
  </Accordion>

  <Accordion title="A recent conversation is missing">
    Use **Open chats and tasks** from Recents, then select **Chats** and search its visible title. Search does not inspect the full message body.
  </Accordion>

  <Accordion title="A recent task is missing">
    Open **Chats and tasks** for recent work or **Activity → Full history** for older runs. Match the run rather than starting a duplicate.
  </Accordion>

  <Accordion title="The page opened in the wrong workspace">
    Switch to the intended workspace, then reopen the destination and record. Do not assume the prior page's object or permissions carried across.
  </Accordion>
</AccordionGroup>

## Next step

<CardGroup cols={2}>
  <Card title="Home and composer" icon="house" href="/working-with-marketer/home-and-composer">
    Start a request with the correct workspace, context, agent, and boundary.
  </Card>

  <Card title="Chats and tasks" icon="messages" href="/working-with-marketer/chats-and-tasks">
    Search prior conversations and recent agent work.
  </Card>

  <Card title="Tasks and activity" icon="list-check" href="/working-with-marketer/tasks-and-activity">
    Inspect workspace-wide execution and older run history.
  </Card>

  <Card title="History and notifications" icon="clock-rotate-left" href="/working-with-marketer/history-and-notifications">
    Follow a receipt back to the request, run, decision, and current object.
  </Card>
</CardGroup>


## Related topics

- [History and notifications](/working-with-marketer/history-and-notifications.md)
- [Chats and tasks](/working-with-marketer/chats-and-tasks.md)
- [Quickstart](/get-started/quickstart.md)
- [Awaiting action](/working-with-marketer/awaiting-action.md)
- [Questions and approvals](/working-with-marketer/questions-and-approvals.md)
