> ## Documentation Index > Fetch the complete documentation index at: https://support.caleido.io/llms.txt > Use this file to discover all available pages before exploring further. # Navigate Caleido > Learn the parts of the Caleido screen: the sidebar with its New menu and Workbooks list, the top bar with global search, the tab bar and the account menu where you change language, get help and log out. This page walks you through the Caleido screen so you know where to find things. Everything starts from the sidebar on the left. The page you open fills the main area, with a top bar above it and, on workbook pages, a tab bar along the bottom. ## The sidebar The sidebar has four parts, from top to bottom. **1. New** Click **New** to create something. The menu has two groups: * **Workbook**, **Template**, **Chart** and **Budget** create a new item of that type. **Template** opens the **Builder**, and **Budget** opens the budget panel with an empty budget * Under **In current workbook**, **Tab** and **Chart tab** add a tab to the workbook you have open. They are only available when a workbook is open. Otherwise the tooltip says **Open a workbook first** **2. Pages** Below **New** is the list of pages your organization has, such as your statements, themed views and **Settings**. A row with an arrow expands to show its tabs, so you can jump straight to a tab. A row with a clock icon is marked **Coming soon** and can't be opened yet **3. Workbooks** The **Workbooks** section lists the workbooks you can open: your own, shared ones and curated ones. Click a workbook to open it, and click its arrow to see its tabs. See [Create a workbook](https://support.caleido.io/guides/workbooks/create-a-workbook.md) **4. Account menu** Your name and initials sit at the bottom of the sidebar. Click them to open the account menu ### Work with sidebar rows * **Open in a new browser tab:** right-click a row and select **Open in a new tab**, or hold Ctrl (Cmd on Mac) while you click a workbook * **Reorder the pages:** open **Settings**, select **Navigation** and drag the rows into the order you want. **Reset to default** brings back the original order * **Resize the sidebar:** drag its right edge * **Hide the sidebar:** click the panel icon in the top left corner. The tooltip reads **Collapse**. Click the same icon again (**Expand menu**) to bring the sidebar back ### Find a workbook The **Workbooks** header has three buttons: * **Search workbooks** opens a search field. Type part of a name to filter the list * **Filter workbooks** shows **All**, **Mine**, **Shared** or **Curated** workbooks * **New workbook** creates a workbook When the filter is **All** and the search is empty, you can drag workbooks to reorder the list. ## The top bar The top bar shows where you are and holds the actions for the current page. * **Breadcrumb:** on a workbook page it reads **Workbook**, then the workbook name, then the open tab. Click the workbook name to switch to another workbook or create a new one. If the workbook has saved versions, a version selector appears next to the name * **Search box:** **Search anything…** sits between the breadcrumb and the page actions. It finds transactions, invoices, budget items, counterparties, reports and other objects from any page. Press Ctrl+K (Cmd+K on Mac) to jump to it. See [Find anything with global search](https://support.caleido.io/get-started/global-search.md) * **Edit workbook:** puts the open tab into edit mode so you can add, move and remove elements. Click **Save** to keep the changes or **Cancel** to discard them * **Actions:** opens the commands for the current page, such as **Export to PDF**, **Export to PNG** and **Copy as PNG** * **Budget selector:** on pages that use one budget for the whole page, the budget selector sits in the top bar. On workbook tabs, each element has its own budget. See [Manage budgets](https://support.caleido.io/guides/budgeting/manage-budgets.md) ## The tab bar Workbooks and report pages have tabs along the bottom of the screen, like sheets in Excel. * Click a tab to open it. Hold Ctrl (Cmd on Mac) and click to open it in a new browser tab * Click **+** (**Add tab**) to add tabs * Click the arrow on a tab, or right-click it, to rename, recolor, move or remove it * Click the menu icon at the left end to see every tab in a searchable list Read more in [Create a workbook](https://support.caleido.io/guides/workbooks/create-a-workbook.md#work-with-tabs). ## The account menu Click your name at the bottom of the sidebar to open the account menu. | Item | What it does | | - | - | | Organization selector | Switch to another organization you belong to. The page reloads with that organization's data | | **Settings** | Opens the settings window. Organization settings such as **Key accounts**, **Integrations**, **Account mapping** and **Cash flow mapping** are also listed there | | **Language** | Opens the language settings. Choose **English**, **Finnish** or **Swedish**. Caleido remembers the choice in this browser | | **Help** | Opens the **Help assistant**, where you can ask questions about Caleido features and get answers with links to this documentation | | **Feedback** | Opens **Share your feedback**, where you can send comments to the Caleido team | | **Log out** | Signs you out | The Caleido version number is shown at the bottom of the menu. > [!TIP] > > Many pages also have **How-to videos** in their **Actions** menu. They open short videos for the page you are on. ## Next steps > [card] [Create a workbook](https://support.caleido.io/guides/workbooks/create-a-workbook.md) > > Build your own collection of reports, charts and numbers. > [card] [Report library](https://support.caleido.io/guides/reporting/report-library.md) > > Start with a ready-made best practice report. > [card] [Global search](https://support.caleido.io/get-started/global-search.md) > > Find any object from the top bar and act on it. 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