How to Navigate the Platform | Yext Hitchhikers Platform

What You’ll Learn

In this section, you will learn:

  • How to navigate around the platform
  • Common UI elements
  • Common terms

Welcome to the Yext Platform!

We organize our platform by product area and settings. In the navigation bar on the left, you will see the main product areas. Keep in mind that these may vary based on the subscription options you have purchased in Yext.

Navigation bar is found on the left of the screen

Click into one of the sections to see sub-navigation options that allow you to see more detailed screens for a product.

Click into a product area to see sub-navigation options


Favorites are a way to easily access your most-used pages in Yext by pinning them to your navigation bar.

Navigate to any page in Yext and hover over its name in the navigation bar. Click the star icon to add it as a favorite.

Click the star icon when hovering over a page to Favorite

Next, a modal will appear where you can enter a custom name to save it under (or keep it as-is).

Add a custom name for your Favorite or Save to keep the default name

Hit Save and you’ll now see that page under the Favorites section in the navigation bar. You can add multiple favorites to easily get to the features and tools you use most.

See your Favorite at the top of the navigation bar

Account Settings

Configuration options for your account are accessible via Account Settings. You can get there by hovering over the profile icon at the bottom of the navigation bar and clicking on Account Settings.

Access Account Settings at the bottom of the navigation bar

On the Account Settings page, you will see settings and configuration options organized by category.

Account Settings home screen and settings categories

  • Account Configuration: Manage your personal user settings and account-wide settings, link third-party accounts for integrations, and enable new features during early access periods.
  • User Access Management: View and manage user roles and permissions, create user groups, and configure SAML single sign-on.
  • Account Usage: View and manage the Yext products and services available in your subscription.

Quick Find

At the top of the navigation bar, you will see the Quick Find Tool. You can click directly on it, or use the Command+K (Mac) or Ctrl+K (PC) keyboard shortcuts.

Quick find is at the top of the navigation bar

This will open a pop-up window where you can search for specific entities, pages in the platform, or help articles.

Open quick find to search for product areas

Help Center

At the bottom of the navigation bar, to the right of the profile icon, you will see a question mark icon that leads to the Yext Help Center .

Question mark icon at the bottom of the navigation leads to the help center

Common UI Patterns

Many of the screens have common UI patterns. Here are a few that we think you should be familiar with.


Yext tables typically look like this:

An example of a standard table is the Entities page in Content

These tables typically have the following features:

  1. Filter and search results in the table by using filter options at the top
  2. Calls-to-action (e.g., Edit, Export, etc.) are usually under a “More Actions” or “Select Actions” dropdown
  3. Add additional columns using the Columns dropdown, and change the number of results that appear per page
  4. If sorting is available, you can do so by clicking the column header
  5. Rows are selectable via checkboxes. You can select all by selecting the box at the top.

Entity Picker

In most cases, when you click to filter data to a single entity or set of entities you will use the entity picker. The entity picker is tabbed and allows you to add single entities, or groups of entities by folder or label, in a shopping-cart style.

Entities can be selected individually or by folder or label

Field Picker

When you are given options to pick one or more fields (to copy into a template, to add to an entity type, to export, and so on) you’ll see a tree-like option that allows you to pick a field or set of fields easily. You can also search for fields.

field picker

unit Quiz
+20 points
Daily Quiz Streak Daily Quiz Streak: 0
Quiz Accuracy Streak Quiz Accuracy Streak: 0
    Error Success Question 1 of 3

    True or false: The same main navigation menu options appear in every Yext account.

    Error Success Question 2 of 3

    Which options are available in the navigation bar in Yext? (Select all that apply)

    Error Success Question 3 of 3

    True or false: Yext is designed to repeat certain UI tools across different products in order to make them easier to use.

    Way to go, you passed! 🏁

    You've already completed this quiz, so you can't earn more points.You completed this quiz in 1 attempt and earned 0 points! Feel free to review your answers and move on when you're ready.
1st attempt
0 incorrect