Navigate the main application frame
Use the main navigation frame to switch between projects, views, and key workspace tools.
This guide is designed for project manager.
Steps
Step 1: Open the main navigation menu
Use the left-hand navigation panel to access dashboards, tasks, workspace items, reports, forms, calendar, and settings across your projects.
Step 2: Switch between projects
Open the project selector in the header, choose an existing project, or load the sample project to update all views to the selected project context.
Step 3: Change your current view
Move between Dashboard, Tasks, Workspace, Calendar, Reports, Forms, Notifications, Insights, Events, Automations, Packages and other sections using the main navigation links.
Step 4: Switch organisation
Use the organisation switcher in the header to move to another organisation, updating available projects, settings, and permissions.
Step 5: Update your profile and preferences
Open the avatar menu to review and save profile details, adjust personal settings, or sign out of the application.
Step 6: Access help and walkthrough tools
Open the help panel or in-app walkthroughs to view guidance, onboarding content, and contextual tips for the current page.
Step 7: Use search and keyboard shortcuts
Open the search modal from the header and use configured keyboard shortcuts to quickly jump to projects, pages, or items.
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Last updated: 2026-06-24