> ## Documentation Index > Fetch the complete documentation index at: https://docs.gradial.com/llms.txt > Use this file to discover all available pages before exploring further. # Navigating the Gradial Platform > Navigate Gradial's AI agent platform for content operations — workspaces, settings, and environment configuration. *** ## Getting Started Access the Gradial platform at [**app.gradial.com**](http://app.gradial.com). Upon logging in, you'll be greeted with a personalized welcome screen showing your recently visited workspaces and a search bar to quickly find what you need. *** ## Recommended Next Actions Below the composer on the home page, Gradial surfaces a short list of relevant next actions — up to three concise, full-width suggestion rows. Quick Start remains below them, unchanged. Recommendations are drawn from your recent work, how your organization is actually using Gradial, your onboarding state, and Gradial-curated highlights. ### What gets recommended * **Follow-ups on recent work** — threads and tasks that need attention or are ready for review resurface as suggested next steps * **Features your organization uses that you haven't** — when your org has adopted a capability you personally haven't tried, it can be surfaced to you, along with any onboarding or setup prerequisites * **Gradial-curated highlights** — timed recommendations such as new releases, which appear while they're relevant and retire on their own ### Acting on a suggestion Clicking a suggestion either populates the composer with a ready-to-run prompt or routes you directly to the relevant page. Clicking a suggestion does not hide it. To dismiss one, use its dismiss control. Dismissing is permanent for you, and the next best candidate cycles into its place. ### How the list behaves * **Permission- and readiness-safe** — suggestions are filtered by your permissions, feature availability, required integrations, and setup prerequisites, so you never see an action you can't take * **Stable through the day** — the list stays consistent during a session and refreshes over time, so suggestions stay fresh without shifting under you mid-task Recommended next actions must be enabled for your organization. Contact your Gradial team if you don't see them on your home page. *** ## Main Navigation The left sidebar is your primary navigation hub, organized into these key sections: ### Top-Level Navigation * **Home** — Your dashboard with recently visited workspaces and quick access features * **Workspaces** — View and manage all available project workspaces * **Design Systems** — Access design-related projects, reusable UI patterns, and component libraries * **Rules & Skills** — Manage rules and skills for Authoring and QA agents ### Workspaces Panel Below the main navigation, you'll find your workspaces organized by: * **Pinned** — Quick access to your frequently used workspaces * **Private** — Workspaces with restricted access (only you and invited members) * **Public** — Workspaces accessible to all organization members *** ## Working with Workspaces ### Viewing Workspaces Click **Workspaces** in the navigation to see all available project workspaces displayed as cards. Each card shows: * Workspace name and icon * Privacy status (Public/Private badge) * Creation date * Team member avatars ### Pinning Workspaces Pin your most-used workspaces for quick access: 1. Hover over a workspace in the sidebar or workspaces view 2. Click the **three-dot menu** (⋯) 3. Select **Pin Workspace** Pinned workspaces appear at the top of your sidebar under the "Pinned" section. To unpin, follow the same steps and select **Unpin Workspace**. ### Filtering Workspaces Use the sidebar filters to view workspaces by access type: * Click **Private** to see only restricted workspaces * Click **Public** to see organization-wide workspaces * Click **Pinned** to see your bookmarked workspaces *** ## Inside a Workspace When you enter a workspace, you'll see a task management view with: | Column | Description | | :- | :- | | **Title** | Task name and type indicator | | **Status** | Current state (Planned, Ready for Review, Needs Attention) | | **Priority** | Task importance level (None, Medium, High) | | **Assignee** | Team member responsible | | **Approver** | Person who will review the work | | **Artifacts** | Associated files and outputs | | **Date Created** | When the task was added | ### Workspace Actions From the top-right of any workspace, you can: * Access **Settings** (gear icon) * **Create** new tasks or content * View workspace members *** ## Inside a Task Larger pieces of work — campaigns, batch operations, multi-step projects — used to make the task view crowded, and left project managers inspecting work one item at a time. The task experience now organizes each task into three focused areas: **Task**, **Subtasks**, and **Artifacts**. ### Task home The task home puts the request, its inputs, previews of the primary artifacts, and the associated subtasks in one place. From here you can open any output directly in a full-screen preview rather than navigating away. ### Four ways to manage subtasks Switch between views depending on what you're trying to see: | View | Best for | | - | - | | **Workflow canvas** | Seeing the shape of the work — how steps connect and where the flow branches | | **Table** | Working through dependencies and blockers directly, with interactive controls on each row | | **Kanban board** | Moving work along — drag and drop a subtask to change its status | | **Calendar** | Due dates and milestones, and spotting where the schedule is crowded | ### Reviewing artifacts The two most recent outputs preview directly on the task home. For everything else, open the full artifact grid — inline thumbnails with instant expansion, and no page reload between them. ### Working with Grady alongside the task Grady lives in its own resizable panel next to the task. You can: * Resize it to give more room to either side * Close it entirely to focus on the task * Expand it into a full-screen chat for longer back-and-forth * Move it to either side of the screen ### Activity and to-dos The task activity and to-do list is expandable and handles long histories cleanly, without the stretching and text-wrapping problems of the previous view. *** ## Platform Settings Access settings by clicking **Settings** at the bottom of the left sidebar. ### User Settings #### User Profile Manage your personal account: * **Avatar** — Upload or change your profile picture * **Display Name** — How your name appears across the platform * **Email** — Your account email (read-only) #### Appearance Customize your visual experience with theme options: * **Light** — Bright interface for well-lit environments * **Dark** — Reduced eye strain for low-light conditions * **System** — Automatically matches your device settings ### Organization Settings #### Organization Configure company-wide settings: * Organization Name * Organization Key (unique identifier) * Logo upload #### People Manage team members: * View all users with their email, role, and status * Search by name or email * Invite new members * Adjust roles (Owner, Admin, Member) * Monitor status (Active, Pending) #### Integrations Connect external tools and services: * **CMS platforms** — read, author, and publish content * **DAMs** — search, upload, and manage assets * **Project management and ticketing** — receive and execute work from your queue * **Marketing automation and email** — build and stage campaign deliverables * **Analytics and personalization** — pull performance data and run experiments * **Design** — import designs as a source for new pages * **Custom** — MCP Agent for proprietary and internal systems Existing integrations are displayed with their connection status and can be managed from this panel. See [Integrations](/docs/integrations-administration-and-setup/integrations/get-started-with-integrations) for the platforms available in each category. #### Environments Configure deployment environments: * **Prod** — Production environment for live content * **Testing** — Staging environments for QA (e.g., SFMC Testing) *** ## Workspace-Specific Settings Each workspace has its own settings accessible via the **Settings** button in the workspace header. ### General Settings * **Workspace Icon** — Visual identifier for the workspace * **Workspace Title** — Name displayed across the platform * **Description** — Optional details about the workspace purpose ### Access Control Configure who can view and contribute: **Public Workspace Toggle** * **ON** — All organization members can access * **OFF** — Only invited members can access **Workspace Members** * Organization admins and owners automatically have access * Add specific members with the **Add Members** button * Assign roles: Owner, Admin, or Member * View all current members in a searchable table ### Environments Configure which environments are available for this workspace: * Select from organization-defined environments (e.g., SFMC Testing, Prod) * Set the **Default Environment** for new tasks * Save changes to apply environment configuration *** ## Quick Tips **Keyboard Navigation** * Use the search bar ("Ask Gradial...") to quickly find workspaces, tasks, or settings **Workspace Organization** * Pin your daily workspaces for one-click access * Use Private workspaces for sensitive projects * Use Public workspaces for cross-team collaboration **Theme Recommendation** * Try "System" appearance to automatically switch between light and dark modes based on your device settings *** ## Need Help? * Use the **Ask Gradial** search bar for quick answers * Contact your organization admin for access issues * Check the integrations panel to ensure your tools are properly connected *** This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.