Navigating Kepler
The sidebar, global search, notifications and the layout conventions used across the app.
The sidebar
The sidebar is your map. It's grouped into General (Dashboard, Notifications, Assistant, Reports), Activity (Communications, Calendar, Calls, Tasks, Notes) and Recruiting (Companies, Contacts, Jobs, Candidates, Pipeline, Placements, Lists). Search and the + (New) button sit above the groups, and Settings, Account settings and Help are available from the workspace menu at the top.
Campaigns and Automations appear in the Activity group, between Calls and Tasks, when enabled. Items you don't have permission for are hidden, so your sidebar may be shorter than this.
Drag the sidebar's right edge to resize it (double-click it to reset), or click the collapse control in the sidebar header — or press Cmd/Ctrl + B — to shrink it to icons, useful on smaller screens. Tooltips appear on hover while collapsed.
Global search
Click Search at the top of the sidebar or press Cmd/Ctrl + K. The search dialog shows matching records on the left and a live detail preview of the selected record on the right. Use the arrow keys to select a result, Enter to open it, and Cmd/Ctrl + Enter to open the Assistant. Tab moves focus normally. See Global search.
Notifications
Notifications in the sidebar opens your inbox in a panel beside the sidebar — AI-suggested record updates, suggested tasks and work assigned to you, in one stream; Open full inbox shows it as a page. Accept or reject each item in a click; see Notifications & AI review.
List pages: tables, kanban and views
Record list pages (Candidates, Jobs, Companies and so on) share the same controls:
- Views — save a named combination of filters, sorting, visible columns and display mode. Switch between views with one click.
- Display mode — table or kanban. Kanban groups records by a status/select field of your choice.
- Filters & sort — stack any number of attribute filters and sort rules; drag sort rules to re-order their priority.
- Inline editing — click a cell to edit it in place; no need to open the record.
Record pages: tabs
Record pages show the tabs relevant to that record type. A candidate record shows Overview, Profile, Pipeline, Notes, Tasks, Communications and Documents, with Interviews, Placements, Lists, Calls and History under More. The History tab is the chronological timeline of everything that happened on the record: stage moves, notes, meetings, field updates and logged calls. See The History tab.
On candidate, contact, company and job records, the tab content uses the full width. Details › at the end of the tab row opens the record's fields in a panel over the right edge of the page, and the Discussion button in the header (beside Help) opens the record's comments in the same panel. Press the same button again to close it. On smaller screens, the bar at the bottom of the record opens them instead.
Keyboard shortcuts
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K | Open global search |
Cmd/Ctrl + Enter (in search) | Open the Assistant |
Enter | Open the selected search result |
Cmd/Ctrl + B | Show or hide the sidebar |
Cmd/Ctrl + Z / Cmd/Ctrl + Shift + Z (in a table) | Undo or redo your last cell edit |
Esc | Close dialogs and popovers |
? (on Communications) | Show the Communications keyboard shortcuts |
Help, one click away
Click Help at the top right of any page (or choose Help from the workspace menu) to open Kepler Help in a panel beside your work. Search the articles, ask a question in your own words, or choose Contact support to send the team a message.