Command palette
The command palette finds teammates, the people in your squad, tasks, docs, emails, projects, contacts, questions, workflows, apps, docs guides, and places, and it runs a few actions. Every place and page has an entry, also the pages that are not in the sidebar.
The search box says Search teammates, tasks and docs. When nothing matches, the palette shows No results for and your text, with “Try a screen name, teammate, task, or document.”
What the palette searches
With an empty search field, the palette lists up to 5 of your open questions under Needs you, leaving out the questions that you set for later, then the actions New task, New project, Pin a task, and Pin a doc. Every word that you type must match. A word also matches its singular or plural, for example “reply” and “replies”. When you type, the results come in this order, up to 40 in all:- When a teammate’s name starts with what you typed, the matching teammates, that teammate first. For example, when you type “Clara”, Clara comes first, before a teammate whose role mentions Clara and before Clara’s own pages. Then, when a person’s name starts with what you typed, the matching people in your squad, in the same way.
- Up to 5 matching places under Go to, the best match first. A place whose name starts with what you typed comes before a place that matches only on other words.
- Matching questions.
- Matching contacts, projects, teammates, people, tasks, docs, emails, workflows, apps, and docs guides.
- Matching actions.
Email results come from the emails that Email loaded. If you have not opened Email since you opened the dashboard, the palette shows no email results.
Places also match related words that are not shown. For example, “timezone” finds Squad, “my tickets” finds Needs you, “automations” finds Routines, “integrations” finds Apps first, and “api key” finds AI and Secrets.
Places in the palette
These are the Go to entries. Each person sees only the entries that their role can open. Once you type, the best matches come first, up to 5. See What the palette searches.Pages inside places
Once you type, Go to also finds pages inside places by their names. They are not listed while the search field is empty. Each opens where a link to it opens, and you see only the pages that your role can open.
For example, type “Clara setup” to open Clara’s setup. A person on the roster, such as the owner, gets only About. A public dashboard lists none of these pages.
Actions in the palette
To ask a teammate to do something, use chat.
Most search fields show an x (Clear the search) once they have words, for example Search conversations, Search tasks, Search docs, Search skills, Search email, Find a setting, and Find an integration. Select it to empty the field.
The command palette on Squad for Mac
Press ⌘K, or choose Go > Search Squad…. The palette works as on the web, with these differences:- With nothing typed, it shows the first questions from Needs you, then Actions, then Go to.
- Typed results come in these groups: Go to first, then Needs you, Teammates, People, Projects, Tasks, Docs, Email, Help and ideas, Apps, and Actions last. When a teammate’s name starts with what you typed, Teammates comes first, as on the web. When a person’s name starts with what you typed, People comes first too, after Teammates when a teammate’s name also starts with it.
- People also matches a person’s role, for example “Viewer”. Selecting a person opens the Settings window on People, with their row in view.
- Actions include New task, New project, and Talk to your squad, except for a Viewer, and Pin a task, Pin a doc, and Share your squad’s day. The owner also gets Pin an email, Pin a reminder, and Pin a conversation.
- Go to lists the places that your role can open, Archived tasks, Task trash, Squad defaults, and the Settings pages that your role can see. Since version 1.0.98, it has no Cancel and refund, as on the web. The owner and Administrators also get Secrets, and, under Teammates, What followed by each teammate’s name and knows.
- The pages inside places are the same as on the web. A teammate’s setup and memory are for the owner and Administrators, and the teammate’s computer for the owner and Administrators when watching a computer is on for your squad.
- When you pick an app that is not connected, the palette opens Settings > Apps to connect it. A Viewer cannot connect apps.
- When nothing matches, the palette says “Try a teammate, a task, a doc or the name of a screen.”
Keyboard shortcuts
Shortcuts on every screen
These single keys work when the cursor is not in a text field. They do not work with ⌘, Ctrl, or Alt held down. Letter keys work only as lowercase letters, so they do nothing with Shift or Caps Lock on.Shortcuts on one screen
The History keys do not work while a run’s details are open.
Shortcuts in a message box
These keys work in chat, in conversations, and in group chats.
In the Squad chat, / does not list skills, and # links docs only. When you rename a conversation, Enter saves the name and Esc cancels.
Shortcuts in forms and windows
Places and pages
The sidebar holds Today, then the places that you pinned, then More with every other place. See Places in the sidebar. Places and pages also open from where they belong, from the palette, or from their URL. The URLs did not change when the places were renamed.Pins
Pins keep a task, doc, email, reminder, or conversation one click away in the Pinned section of the sidebar. To pin a whole place, such as Tasks or Wallet, under Today, see Pin a place to the sidebar.- The Pinned section is hidden until you pin something. To pin a doc, an email, or a reminder before then, use a Pin action in the palette.
- After your first pin, the + beside Pinned opens Pin a…, with Task, Doc, Email, Reminder, and Conversation. People in your squad, Administrators too, can pin only tasks and docs: their Pin a… lists only Task and Doc, and they do not see Pin an email, Pin a reminder, or Pin a conversation in the palette.
- You can also pin a task from its card menu, and a conversation from its menu with Pin to sidebar. Pinning a conversation again unpins it.
- Pins are saved to your account. They show on every computer and phone where you sign in to the squad.
- A pinned conversation shows its current name, also after you rename it.
- A new pin shows after Squad saves it. If the save fails, the sidebar does not change, and an alert at the bottom of the screen says “Couldn’t save your pins. Try again.”, or “You have too many pins to add another. Unpin one first.” at the size limit.
- For how to pin from each screen, see Pin things to the sidebar.
- A workspace reset removes all pins. For the size limit, see Limits and defaults.
Top bar and sidebar
On a wide window, the dashboard has no top bar. The sidebar holds everything.
The browser tab’s title starts with the number of things that need you, for example “(3) Squad”. It is the same number as on Today.
On a phone
On a small screen, the dashboard changes its layout.
Keyboard shortcuts need a keyboard.
The Keyboard shortcuts link at the bottom of Help & support opens the command palette. To see the shortcut legend, press ?.
For the settings behind these screens, see Settings reference.