Navigate the main workspace
Learn how to move between projects and key areas such as Dashboard, Calendar, Workspace, Activities, Reports, Forms, Notifications, Settings, Help, and your profile within the main application frame.
This guide is designed for project manager.
Steps
Step 1: Open the main application workspace
Sign in to the application and wait for the main workspace to load, showing the sidebar with navigation icons, the top bar with project and organisation controls, and the central content area.
Step 2: Switch between organisations
Use the organisation switcher in the top bar to select a different organisation, which updates the available projects and data throughout the workspace.
Step 3: Change the active project
Open the project selector in the top bar, choose a different project from the list, and confirm to refresh the dashboard and related sections for that project.
Step 4: Browse the dashboard
Click the Dashboard icon in the sidebar to review the project overview, key metrics, and any feature-flagged dashboard widgets available for your account.
Step 5: View and manage project data
Open the Project Data or Workspace sections from the sidebar to review and work with detailed project items, and, where available, open or edit individual workspace items.
Step 6: Plan work in the calendar
Select the Calendar option in the sidebar to see scheduled project work, deadlines, and events in a calendar view, using navigation controls to change dates or views.
Step 7: Review activities and history
Navigate to the Activities or History area to view the activity log, including recent changes, security-related actions, and other tracked events for your projects.
Step 8: Access reports and forms
Open the Reports and Forms sections from the sidebar to run reports, review submitted forms, and access any public links for forms or reports where applicable.
Step 9: Check notifications
Click the Notifications icon in the sidebar to open the notifications page, where you can review recent alerts and project-related updates.
Step 10: Open settings and manage profile
Use the Settings section and the avatar dropdown in the top bar to adjust organisation settings, project settings, and your personal profile details.
Step 11: Use help, onboarding, and shortcuts
Open the help panel, onboarding checklist, sidebar guides, and smart shortcuts from the help or onboarding triggers to access contextual guidance, checklists, and quick actions.
Step 12: Sign out of the application
Use the avatar dropdown or dedicated sign-out option in the top bar to safely log out and end your session.
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Last updated: 2026-01-17