Experience / Field guide

Command palette & quick actions

Help people find a record, navigate, or start an action from anywhere in the product.

One shortcut, two kinds of result

GLOBAL ENTRY · CURRENT WORKSPACE⌕Northstar report⌘ KPERMITTED RESULTNorthstar · Q3 reportReports / Northstar workspaceResults stay inside your access boundary↵

A person searches across records they may access and opens a matching report.

01 / CONTEXT

Why it matters

A command palette gives a growing product one quick entry point for navigation, search, and common actions. The familiar Command-K shortcut helps frequent users, while a visible trigger makes the same path available to everyone.

Finding a record is different from running an action. Search results need tenant-aware ranking and permissions; actions need clear names, context, and sometimes confirmation. The palette should save steps without hiding the rest of the interface.

02 / DESIGN

Decisions to make

  • Choose which records, destinations, and actions belong in the first version.
  • Decide how results are grouped and ranked, including recent work and exact matches.
  • Define how the palette respects the active organization, workspace, and user permissions.
  • Choose a discoverable trigger on desktop and mobile alongside the keyboard shortcut.
  • Decide which actions can run immediately and which need more input or confirmation.
  • Set keyboard behavior for focus, arrow keys, Escape, and a shortcut typed inside another input.
03 / IMPLEMENTATION

Build checklist

  • Provide a visible search or command trigger in the main navigation.
  • Open a labeled dialog with an editable search field and a useful empty state.
  • Filter records on the server by tenant and permission before displaying them.
  • Show action context and require confirmation for consequential changes.
  • Restore focus on close and test keyboard, touch, and screen-reader paths.
  • Measure failed searches and abandoned actions to improve names and ranking.
04 / WATCH FOR

Common mistakes

  • Making Command-K the only way to discover the feature.
  • Showing a record or action that the current user cannot access.
  • Capturing the shortcut while someone is typing in an editor or another control.
05 / GO DEEPER

Tools & references

3 starting points to compare or study. Check fit, maintenance, terms and current capabilities before choosing one.

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