The top bar runs across every project screen. From left to right: the project switcher, search, the AI usage ring, notifications, Share (when a page is open) and your account menu.
Switch projects
- Click the project name on the left.
- Pick a project from Your projects or Shared with you.
The switcher also has:
- Go to workspace — back to your projects list.
- Settings — your workspace settings.
- A sort button — order the list by Name, Date added or Recently updated.
- A gear on each project (on hover) — straight to that project’s settings.
- All Projects and New Project at the bottom.
Search
Click Search this project… or press ⌘K (Ctrl+K on Windows) to find a sheet, document, page or company and jump straight to it. See Search & Go To.
AI usage ring
The small ring shows how much of your workspace’s AI credits you’ve used this period. Click it to see your plan, credits and documents used, with links to the full usage details and billing. It turns amber when you’re getting close to the limit.
Notifications
The bell shows a count of unread notifications — for example when a document finishes processing or the agent creates something. See Notifications.
Share
When a page is open — an estimate, note, schedule or log — a Share button appears. Use it to invite people by email or turn on a view-only link. See Members, Roles & Sharing.
Account menu
Click your initials or photo on the right to open the account menu:
- Account settings, Project settings, Workspace settings and Billing settings.
- Help and feedback — get help, report a bug or share feedback. See Getting Help.
- What’s new — the latest product updates.
- Dark mode — switch between light and dark.
- Sign out.
