Configure page header title and actions

Configure the page header so users see a clear title, description and consistent primary and secondary actions.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the page settings for the relevant section

Navigate to the section you want to configure and open its page settings so you can adjust the header content.

Step 2: Set a clear page title

Enter a concise, descriptive title that reflects the main object or activity on the page; this appears prominently at the top.

Step 3: Add a short subtitle

Provide one short explanatory sentence in the subtitle field to clarify the purpose of the page; this text is always visible under the title.

Step 4: Define the primary action

Choose a single primary action, such as “Add project”, that appears as the main button in the top right and guides users towards the key task.

Step 5: Configure primary action behaviour

Set what happens when the primary button is used, including any navigation or processing state, so that users see clear labels and progress indicators.

Step 6: Add secondary actions to the More menu

List any additional actions you want available as secondary actions; these are grouped into a single More menu to reduce clutter.

Step 7: Mark any destructive secondary actions

Flag actions such as delete or remove as destructive so they appear clearly differentiated and users can recognise high‑risk options.

Step 8: Highlight onboarding or guided actions

Enable highlighting for any action that should be emphasised during onboarding or product tours so users notice it immediately.

Step 9: Add a status indicator beside the title

Configure any status or connection indicator to appear next to the page title, helping users quickly see the current state.

Step 10: Review the header layout

Check the page to ensure the title, subtitle, primary button and More menu appear as expected and follow your content style guide.

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Last updated: 2026-08-31