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Besides searching your records, the command palette lists a few navigation actions that open major sections of LiftAI in one step — no menus, no clicking around.
The command palette is available to the consultant role.

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Open a section in one step

1

Open the palette

Press Cmd+K on a Mac or Ctrl+K on Windows, or select the Search box in the top bar.
2

Pick a navigation action

With the search box empty, the palette shows a Navigation group. Select one of the actions to go there:
  • View Portfolio — opens your portfolio.
  • View Tickets — opens the tickets list.
  • View Spending — opens the spending view.
  • Logout — signs you out of LiftAI.
The navigation actions only show while the search box is empty and the All category is selected. As soon as you start typing, the palette switches to showing matching records instead. To search for a specific property, lift, ticket, contract, or invoice, see Search across your portfolio with the command palette.