Sidebar

Choose what the app sidebar shows and in what order. Hidden pages stay reachable from ⌘K.

Main

The items at the top of the sidebar.

Dashboard
Inbox
Messages
Tasks
Meetings
Notes

Section

Drag to reorder, or focus a handle and use the arrow keys.

Section name
  • Customers
  • Contracts
  • Documents
  • Balances
  • Transactions
  • Workflows

Display

Show counts

Unread and due numbers next to Inbox, Messages and Tasks.

Shortcut hints

Show ⌘K and ⌘Y next to Search and Agents.