Navigate, search and use notifications

The application separates evaluation work from operating the live software estate. The sidebar provides the stable destinations, while the top bar holds search, Disqovr AI, Inbox, activity, notifications and your account menu.

Before you start

• Keyboard shortcuts work only after the signed-in app has loaded.

• Search results are limited to records and destinations you are allowed to open.

Step by step

1. Choose the correct navigation group

Use Projects for Dashboard, Ideas, Projects, Surveys, Templates and Reports. Use Operate for Register, Vendors, Credit reviews, Team, Stakeholders and Leaderboard. Settings is kept separately for administration.

2. Open command search

Select Search in the top bar or press Command+K on macOS or Ctrl+K on Windows and Linux. Enter a project name, vendor name or navigation destination, then select the result.

3. Use navigation shortcuts

Press ? outside a form field to open the shortcut sheet. The leader shortcuts are g then d for Dashboard, p for Projects, v for Vendors, s for Stakeholders, t for Team and i for Inbox.

4. Open communication and work queues

Use Inbox for conversations and My tasks, and Activity for event history. Selecting an item takes you back to the record where the work is completed.

5. Review notifications

Open the notification control in the top bar to see relevant changes. Follow a notification to its source rather than relying on the summary alone.

6. Set delivery preferences

Open your account menu, choose My profile, then Notifications. Choose email categories and push-notification availability, and save the preferences.

What happens next

• Use command search to open a project without navigating through the list.

• Review profile notification preferences so assignments and mentions reach you appropriately.

Troubleshooting

A keyboard shortcut does nothing.

Click outside any input, textarea, select or editable field and try again. Navigation shortcuts are deliberately ignored while you are typing; the g leader also expires after a short pause.

Search cannot find a known record.

Search currently covers accessible projects, vendors and named navigation destinations. Check spelling, workspace and permissions; search does not expose records outside your access.

Emails continue after changing a setting.

Confirm you selected Save preferences. Transactional billing, password-reset and security messages are not controlled by marketing or project-email toggles.

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