# Find and organize your work

Navigate teams, projects, lists, filters, detail pages, and bulk actions.

## Choose the workspace first

Use the team switcher at the top of the sidebar to change teams. Teams hold separate work; the team name matters when a familiar project or item is missing.

Select a project from the sidebar before opening Research, Ideas, Experiments, Surveys, or project settings. Project-specific settings follow that selection. Agency accounts may first show **Clients**; open a client workspace before working on its projects.

## Use lists and detail pages

Open a work area from the sidebar, narrow its table using the filters it offers, and select a row to open the item. Sorting and visible columns help you compare work without opening every detail page. Filter choices vary by area: observations have review and source filters, while experiments and ideas use their own states and definitions.

Use **Display** on tables that offer it to show or hide columns. Use **Reset** to clear active table filters. If the list is empty, its add action can open the relevant create form directly.

A detail page contains the item's description, relationships, and editable fields. Use the breadcrumb to return to a parent list. Links to connected work keep the surrounding research and experiment context available.

## Act on several items

Where a list offers row selection, select the intended records and choose an available bulk action. Check the current filters and selection before moving, linking, changing state, archiving, or deleting records. Only actions supported by that work area appear.

An archived item and a deleted item are not always equivalent. Observations have an explicit archive and restore flow; other deletion dialogs may describe permanent removal. Read the specific confirmation before continuing.

## Navigate with the keyboard

Press `?` outside an editable field to open the shortcut list. Navigation shortcuts are sequences: press `G`, then the second key within a second.

| Shortcut     | Destination       |
| ------------ | ----------------- |
| `G` then `D` | Dashboard         |
| `G` then `P` | Profile settings  |
| `G` then `R` | Research insights |
| `G` then `I` | Ideas             |
| `G` then `E` | Experiments       |
| `G` then `T` | Roadmap           |
| `G` then `S` | Settings          |

The shortcuts are ignored while typing in an input, text area, or editor. They do not bypass the selected team's access rules.

## Recover an apparently empty list

Clear search and filters, verify the project and team, and check the relevant review or archive tab. If you still cannot see the item, ask a teammate to verify its location and your membership. See [missing data](https://conversionlab.app/docs/troubleshooting/missing-data).