Explore the sidebar guided tour
Use the onboarding sidebar guide to understand each main area of the application and quickly jump to the relevant section.
This guide is designed for project manager.
Steps
Step 1: Open the sidebar guide
When the onboarding overlay appears, look for the sidebar guide panel on the side of the screen showing a list of sections such as PlanOps, Dashboard, Workspace, Events and Data, each with an icon and short description.
Step 2: Review the overview and navigation controls
At the top of the guide, read the introductory text explaining the tour and use the navigation controls (Next, Previous, Skip, or Close) to manage how you move through the guide.
Step 3: Learn about each sidebar section
Select each section in the guide, such as PlanOps or Dashboard, to see a description and key features (for example quick start shortcuts, custom layouts or task tracking) highlighted for that part of the application.
Step 4: Jump directly to a section
Click the action button (for example labelled with an arrow or “Go to section”) within a guide card to navigate directly to the corresponding area of the app in the main view.
Step 5: Move forwards and backwards through the guide
Use the Next and Previous buttons in the guide panel to move step-by-step through the available sections, following the suggested order of exploration.
Step 6: Skip or complete the tour
At any point, choose Skip to close the guide early, or continue until the final section and select the completion action to finish the tour and return to using the application normally.
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Last updated: 2026-02-12