Explore the sidebar using the onboarding guide
Use the interactive sidebar guide to understand each main area of the application and quickly jump to the sections you need.
This guide is designed for project manager.
Steps
Step 1: Open the sidebar guide
When the onboarding guide appears, review the introduction panel that explains the purpose of the sidebar and how the guided tour will work.
Step 2: Move through sidebar sections
Use the Next and Previous buttons to move between each sidebar section card and read the description and feature list for areas like Dashboard, Data, Agents, Workspace, Task Management, Programme, Reports, Uploads and Settings.
Step 3: Jump directly to a section
On any section card, select the button or link to go straight to that part of the application (for example the Dashboard or Data page) to explore it in context.
Step 4: Skip or close the guide
If you no longer need help, use the Skip or close (X) control to dismiss the onboarding guide and continue using the application normally.
Step 5: Complete the guide
After you have viewed all sidebar sections, select the Complete button to finish the tour and save your onboarding progress.
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Last updated: 2025-12-28