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Navigate and manage your project workspace

Use the main application frame to move between projects, switch views, and access dashboards, calendars, workspaces, reports, forms, notifications, and settings.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the application and sign in​

Open the web application in your browser and sign in using your organisation account to access the main workspace frame.

Open the application and sign in

Step 2: Switch between organisations​

Use the organisation switcher at the top of the screen to choose the organisation whose projects and data you want to work with.

Switch between organisations

Step 3: Select a project​

Open the project selector to choose the active project; the dashboard and other sections will automatically update to show information for that project.

Select a project

Step 4: Navigate between key sections​

Use the left-hand navigation to move between Dashboard, Project Data, Agents, Workspace, Calendar, Programme, Events, Activity Log, Reports, Forms, Notifications, and Debug views.

Navigate between key sections

Step 5: Use search and smart shortcuts​

Open the search modal or smart shortcuts panel to quickly find projects, items, and key actions without leaving your current view.

Use search and smart shortcuts

Step 6: Manage project and organisation settings​

Open the Settings section to configure project options, manage organisation details, and adjust your profile using the available settings panels.

Manage project and organisation settings

Step 7: Access contextual help and onboarding​

Use the help icon, onboarding checklist, welcome modal, sidebar guide, and contextual help panel to get guided assistance tailored to the current page or task.

Access contextual help and onboarding

Step 8: View and complete project setup tasks​

Open the onboarding or project setup widgets, including the minimised task widget, to track and complete required steps for getting your project fully configured.

View and complete project setup tasks

Step 9: Open and manage workspace items​

In the Workspace section, select items to view their details, edit them, and track their status as part of your project delivery.

Open and manage workspace items

Step 10: Sign out securely​

Use the avatar dropdown or sign-out option in the header to securely log out of the application when you have finished your work.

Sign out securely

Last updated: 2026-02-10