> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigate and organize your Cassidy workspace

> Learn how to use Cassidy's sidebar to resume chats, pin Agents and Workflows, organize Projects, and find resources with global search.

Find the work you need quickly and organize Cassidy around the resources you use most.

<Frame>
  <iframe className="w-full aspect-video rounded-xl" src="https://www.loom.com/embed/08b9e118a2314eecac4051c4c94ddf08" title="Navigate and organize your Cassidy workspace" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
</Frame>

## What you'll learn

* How to move between [Agents](/agents/overview), [Workflows](/workflows/overview), the [Knowledge Base](/knowledge-base/overview), meetings, and chats
* How to resume recent chats across desktop and mobile
* How to pin frequently used Agents and Workflows
* How Projects keep related chats together
* How to find resources with search or `Command K` on Mac and `Ctrl K` on Windows

## Put it into practice

<Steps>
  <Step title="Pin a resource you use often">
    Find an Agent or Workflow you return to regularly and pin it to your sidebar. Organization-wide pins may require additional permissions.
  </Step>

  <Step title="Organize related chats">
    Create a Project for a customer, initiative, or recurring area of work, then add the relevant chats.
  </Step>

  <Step title="Try global search">
    Open search or use the keyboard shortcut to find an Agent, Workflow, chat, or other Cassidy resource.
  </Step>
</Steps>

## Related learning

<CardGroup cols={2}>
  <Card title="Chat with an Agent" icon="comments" href="/guides/chatting-with-an-agent">
    Learn how to start, organize, and continue conversations.
  </Card>

  <Card title="Find your first use case" icon="arrow-right" href="/university/find-your-first-use-case">
    Choose a focused first project for your team.
  </Card>
</CardGroup>